You're right that I did predicate that little rant on the idea that the majority of AVs would be personally owned and not part of a fleet. I'm sure that car share will come into play to some degree, but I do think it's tough to convince people who are used to their car being a personal, (relatively) private space that they can store nearly for free on public roads, to give that up. It's especially hard to convince the automobile industry that the incredibly profitable 1-2 car per household model should be pushed aside in order to manufacture fewer, shared vehicles. Cruise (i.e. GM) will not cannibalize their personal car sale business: they're using this as a way to get test data to build personal AVs. Maybe car share will increase over time, but we're not about to witness some revolution, especially if it reduces consumption or profit.