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I am not sure that battery production could scale up to 50 millions vehicle produced each year, without mentioning we will also need to replace a significant part of the installed base regularly. We can however hope that self driving car would significantly reduce the number of car needed.


Self-driving cars would not reduce not number of cars produced. If anything, it would increase it, since going somewhere would become easier.


Self-driving cars may change the model from "everyone needs one" to Uber-esque "there's a shared fleet, one shows up when you ask" model.




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