I felt the article makes some interesting points. I'm not sure I can buy the huge reduction in cars that some suggest in a post-driver world but I do agree there is an impact. And the car recessions have shown that manufacturers are extremely vulnerable to slow down in demand.<p>The interesting question for me is whether or not a "non-car" company can dominate this space. I suppose its possible but I would expect something like the Windows/Intel relationship where a car company makes the cars, and a software company sells the self driving "OS" for it.