Private cars will end up 2nd class citizens with 'waymo lanes' and sky high insurance costs, pushing everyone to self driving taxi services who have a really high cost per mile compared to your own car, since they have a huge debt to pay back to investors so will never get down to the $0.15 per mile that driving your own old car costs.
Then the one I'm more interested / excited for: optimizing the fleet for the cargo. If most trips involve single passengers, then most cars can be small electric single seaters. This can further reduce insurance costs as well as fuel, maintenance and depreciation.
I'd hope that's enough to offset the price of the sensors, compute hardware, and engineers to maintain the system.
But yes paying back investors; not sure how long that would lead to elevated costs for riders.
Seems implausible but then there are examples like deepseek.
https://insideevs.com/news/710364/byd-detroit-import-seagull...