Certainly something like autonomous driving needs machine learning to function, but again, these are going to be owned by large corporations, and even when a startup is successful, it's really about the layered technology on-top of machine learning that makes it interesting.
It's kind of like what Kelsey Hightower said about Kubernetes. It's interesting and great, but what will really matter is what service you put on top of it, so much so that whether you use Kubernetes becomes irrelevant.
So I think companies that are focusing on a specific problem, providing that value added service, building it through machine learning, can be successful. While just broadly deploying machine learning as a platform in and of itself can be very challenging.
And I think the autonomous driving space is a great example of that. They are building a value added service in a particular vertical, with tremendous investment, progress, and potentially life changing tech down the road. But as a consumer it's really the autonomous driving that is interesting, not whether they are using AI/machine learning to get there.