Excellent observations. For trucks, there are other big downstream effects. The big diesel engines preferentially run continuously, and with autonomous driving

Excellent observations. For trucks, there are other big downstream effects. The big diesel engines preferentially run continuously, and with autonomous driving we'll see run times between engine shutdowns increase pretty steeply. Manufacturers can tune engine development accordingly so continuous running is the norm. Diesel consumption per unit mass will enjoy a marginal improvement; diesel repair shops will see a marginal decline. If we see concurrent automation of refueling, truck stops will experience a dramatic decline. If medium and light truck bodies are aligned to a standardized set of chassis, then some of the fleets of delivery trucks that lay idle half the day or longer today can run around the clock, swapping bodies and switching duties when needed. If we can automate quiet garbage pickup, then a garbage truck that usually only runs during the day can run around the clock. If we can automate safe delivery of liquid fuels, then entire fleets of various fuel delivery trucks will lay off a lot of drivers. The pattern I'm seeing is the actual driving might get automated, but the endpoint activities might not be subject to automation just yet, but that might only be a matter of time and possibly standardization.