
Will most miles in the US be driven by hail-on-demand robotaxis in 2030?
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I’m quite bullish on autonomous vehicles, but even if Waymo’s tech became flawless tomorrow and got full regulatory approval, there is a fundamental lag of 10-15 years for widespread deployment because the existing stock of cars will need to age out. The per-mile cost of autonomous vehicles will still include roughly the same capital manufacturing and maintenance costs (more for the computer, less for standardized taxi repair), so people will not just trash perfectly functional car. The average age of a car on the road is 12 years. Many are 20 years old.
How does this resolve if AI wipes out humanity and continues to operate wheeled vehicles on the Earth, but none of them are driven or hailed by humans?
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