[yourapostasy]

That’s what is at stake, but monetization will be less than that valuation because Level 5 autonomy roughly expands capacity 3X (bots don’t sleep), so there likely will be somewhat less monetized value.

Might need to add the capex of equipment costs, and subtract the externalities costs of increases wear and tear on infrastructure and equipment.

[maxerickson]

You probably have to kind of expect the outcome of successful autonomy and electrification to be 'weird'. We can't really predict what makes sense when we don't know where the costs and capabilities will end up.