don't worry I take all my pills expired ...
You are correct in that a car that drives less is naturally better for the environment than a car that drives more. Therefore we should all be trying to drive less in absolute numbers.
However that's only part of the story ...
2018 total KMs driven: 255,031 million
2020 total KMs driven: 238,499 million
2019 total transport emissions 25 Mt
Pandemic notwithstanding the total number of KMs driven is staying staying largely the same.
So for simplicity let's say 250 million KMs and 25 Mt of emissions which is: 25000000000 KG divided by 250000000000 KMs or 100grams per KM of all KMs travelled.
Our goal is to reduce the 25Mt number by whatever means possible. Our options are to reduce the total KMs traveled as we know each KM driven contributes 100grams of CO2 or; reduce the CO2 emission per KM. The question is, which option has highest impact? The answer of course is a bit of both-- however option 2 can have an outsized influence. That's because of EVs. An EV goes from 100g to 0 (+ grid emissions). We'll never get that kind of step change by trying to reduce the KMs driven. Even in a pandemic it will only drop a few %. So the one thing we can do in theory is make as many KMs of the total EV driven.
Imagine two scenarios:
Scenario 1:
EV KMs: 5,000
CO2 per km (solar): 0
(250000000000*0.1) - ((250000000000-5000)*0.1) = 500KG saved
Scenario 2:
EV KMs: 100,000
CO2 per km (grid): 8 g
((250000000000*0.1) - ((250000000000-100000)*0.1))-(100000*0.008) = 9200KG saved
The question is: how do you increase the KMs of your EV 20x without inventing net new 95,000 KMs over your natural 5,000 KMs?
This is where the robo taxi comes in as its able to utilize the vehicle for other people's transport needs rather than just your own. The demand for this is practically unlimited (if its solved at the right price point) so the potential for CO2 reduction is much, much higher than just selling a Model S to an individual. If Tesla can produce let's say 10 million robo taxi capable vehicles per year, each of them 25x more utilised, then this is the same as producing 250 million vehicles without robotaxi capability (in terms of CO2 reduction impact). Obviously scaling up to 250 million vehicles will not happen on our life times nor would there be a demand for personal ownership at this rate (considering it takes 10 years for a car to exit the global fleet). So the only way to
accelerate the world's transition to sustainable energy is to have a robo taxi. Otherwise eventually Tesla's environmental impact will become linear as they hit a steady supply and demand balance.
Note I'm not calculating the cO2 of the production of the EV. This is an entirely different problem and would need to be amortised over its useful life expectancy (which is higher than a polluting vehicle).