[Gustomaximus]

> I just don't see much more innovation outside battery tech happening.

This is where I feel the self driving part will come in.

1) First to market and length of lag for other manufactures there.

Imagine there 2 car companies with working self-driving 10+ years before others can catch-up. That will shift the market for domestic and commercial.

2) Self-driving safety stats - this is going to become huge when there are self driving choices.

If one company can say 'we are half as likely to have an accident' type marketing, this is going to become a new and significant factor in vehicle purchase, more so than safety rating are today (I believe anyway) as we are taking out the 'Im in control of my experience' factor.

3) Self driving will flow to other innovation. Cars will no-longer need to be 4 seats facing forward. Huge opportunity to re-think transport once you dont need a driver seat.