Tony gets a lot right, but he exaggerates and is also off in 2 ways:
1) Having fewer cars because of Robo taxis will not reduce traffic. Even though there are fewer cars, the overall mileage will stay the same or even probably increase which will make traffic the same or worse.
2) He applies the battery cost decline curve to the entire cost of the vehicle, when it should only apply to the battery, (and maybe electric drivetrain) alone, versus the gasoline engine/transmission/emission systems. When battery prices were by far the largest aspect, his projections were fairly accurate, however as battery prices decline, his projections will get further and further off. However, since Tesla is reinventing manufacturing, they may make his estimates look better than they actually are.