A private car spends most of its life parked. A robotaxi can run 5–10x more miles per year.  That means you could serve U.S. travel demand with tens of millions of shared robotaxis instead of hundreds of millions of privately owned cars.

Once mobility becomes a continuously learning, self-optimizing network instead of idle hardware, the economics, urban design, and capital allocation all shift at once. The real disruption isn’t just autonomy, it’s turning transportation into a high-efficiency intelligence layer for cities.