There are going to be a ton of really powerful network effects with large scale robotaxi networks. Rideshare network effects are already pretty strong and the s

There are going to be a ton of really powerful network effects with large scale robotaxi networks. Rideshare network effects are already pretty strong and the startup costs are much lower than a company having to build and maintain hundreds of thousands or millions of vehicles. The first team with commercially viable wide scale self driving might not jump straight to consumer sale, but the second one will, and if not them the third. On top of that, anyone who wants to scale quickly will have to either be an automaker or play ball with automakers who will have little interest in putting all their autonomy eggs in someone else's basket. Even if an automaker does want to go all-in they will have to contend with dealers who are an extremely powerful political force and who would have a very diminished role in a rental only future. I think its much more likely that we see premium cars for purchase with L2 and advanced safety features at no additional charge and a yearly subscription model for L3/L4 like we see with hands-free and L3 tech from Ford, GM, and Mercedes right now. Even so Ford now offers a one-time purchase option for Blue Cruise so maybe consumers are going to push back on that model as well.