I'm not seeing this with the current situation, given that everybody is aiming to sell the same amount of cars, but just self driving. That's how Tesla get the evaluation that it gets (total addressable market) and I can't see a fleet of robo taxi in the horizon yet.
So said, I'd agree if this is what we're leaning towards but again, is not what it seems to be going to be. If that would be the case, it falls under the "mass transportation" that I was referring to before.
> and to which you said you have more or less the same opinion
Well, they do not exists yet (Tesla even suggest not to run their car autonomously). Will not exists to the extend that we think they'd exists.
I think there would be space in which self driving will be probably adopted (eg. For example last mile delivery, robo taxi etc) but I can't see this being something that everybody must have. We can optimize the amount of cars around the roads by just sharing them. Yet all the current automakers + new one are addressing the problem (once again) but giving each and everyone of us a new self driving car. We need way less car, less pollution (electric cars still pollute, way less, but differently) more mass transportation systems. I can't see how this world can work with 7 billion people owning a car. Luckily there are countries where you can live without a car and where mass transportation is a thing.
So said, I was not the one writing that comment and I would've have said something like that either.