I am not so sure. Think of the potential value to be unlocked: It will radically change the way real estate is planned. If cars drive themselves, you can switch over to a "Car on demand" model for most current vehicle owners. Why would you need to waste space on parking lots, single garages etc. You also unlock the ability for more people to live further away from work.
It has the potential to extract a massive amount of value out of other parts of the chain as well. Aside from software(which in my opinion is just stealing existing value from everyone else) pretty much everything else is minuscule growth. What is the next leap in maintaining growth of the economy? Extract the value out of these blue collar jobs(trucking, taxi driving, other logistics).
Combine this with the rise of simpler designs in EVs + less car ownership you also can bring in mechanics and repair into your value chain and extract that value as well.
It has the potential to extract a massive amount of value out of other parts of the chain as well. Aside from software(which in my opinion is just stealing existing value from everyone else) pretty much everything else is minuscule growth. What is the next leap in maintaining growth of the economy? Extract the value out of these blue collar jobs(trucking, taxi driving, other logistics).
Combine this with the rise of simpler designs in EVs + less car ownership you also can bring in mechanics and repair into your value chain and extract that value as well.