Car ownership is more persistent than industry watchers want us to believe, despite the substantial costs involved. Tailoring cars to buyers’ individual taste, adding new creature comforts and gadgets ADAS a.o.) and providing the sort of performance unimaginable a few years ago, are the latest in keeping a personal car high on people’s wish list. That's not to say that there can be more types of catering to personal mobility. That is why
ADS developers count on ‘mobility as a ride-service’ to replace carmakers’ wasteful hardware focus, which is aimed at selling as many cars as possible, Tesla no exception thus far.
Two points of interest and concern:
1. The business model of ride-hail providers like Cruise and Waymo that count on driverless deployment. Will it be cost-competitive? The WSJ wrote that it is so costly that having a human driver may be cheaper.
2. An AV at your disposal may replace car ownership. No doubt the longer-term goal of ADS developers: get rid of the excess rolling hardware that's maybe used 5% of the time and that clogs up infrastructure.
However, 1. and 2. form pro’s for smaller EV/AVs, particularly in and around cities. People want an AV with the seat-capacity needed at the moment of request. Why pay more? Since car occupancy is 1.2 person on average, we may eventually look forward to having less vehicle mass & size on the road per person carried.
Bring down vehicle mass & size per person carried will benefit traffic throughput and safety, response and transit times, costs of operating, point-to-point... and the environment. Need more capacity? Call in for an MPV or the 'big bruiser' SUV.