I don't see it mattering. Seems reasonably likely that 75% of the population will want to commute during rush hour, thus no large decrease in the number of car

I don't see it mattering. Seems reasonably likely that 75% of the population will want to commute during rush hour, thus no large decrease in the number of cars needed. So sure volume will go down, but duty cycle will go up. So instead of $35k cars that last 150k miles on average we will end up with $70k cars that last 300k or more miles. You can be sure that in today's litigious society (at least in the USA) that unreasonable safety standards (think of the children) that will be very expensive to meet. Notice that every tesla crash is "news", yet tow trucks are quite busy with accidents of non-telsa, and ICE car fires are hardly rare. I suspect even at 10x as safe as human drivers that people will be actively asking for more regulation and higher standards. Seems strange that people will push for higher standards, which means higher prices, which means fewer cars, which means more road deaths. But that seems to be where we are today.