I agree. Rush hour commutes requires a fleet owner to essentially provide equivalently as many commuter cars as commuters. So commuters may as well have their own for all of the benefits of something being just yours.
I do think autonomous delivery services will be the more important use case. I expect people without personal vehicles to use delivery services much more ubiquitously, and will end up travelling themselves personally much less.
There will likely be a period where some of these commuters will actually loan out their vehicle for taxiing people or products for people while they work. I just imagine eventually we'd see stripped down for product delivery only vehicles, removing a lot of the demand for personal loaning.
I do think autonomous delivery services will be the more important use case. I expect people without personal vehicles to use delivery services much more ubiquitously, and will end up travelling themselves personally much less.
There will likely be a period where some of these commuters will actually loan out their vehicle for taxiing people or products for people while they work. I just imagine eventually we'd see stripped down for product delivery only vehicles, removing a lot of the demand for personal loaning.