The rideshare explosion has already had a measurable effect on drunk-driving deaths; to the extent that a theoretical lower-cost AV will make rideshare even more accessible, then its effect on drunk-driving reduction absolutely makes non-sober drivers a relevant comparison.
For an average young person who'd get in the car with one of their friends, or drives a bit recklessly themselves[1], an AV at sober-human-driver level would be valuable.
For a guy who needs his kids driven around, a "sober cautious human driver" level of safety may feel right.
For questions like "what should the regulatory bar for launch be", all human drivers seems like an easy answer.
[1] I'm probably guilty to a degree here, on the rare occasions I drive