> which would unlock 3x utility of existing fleet via owners lending their car to rideshare

I still don't understand why anyone ever thought that was going to happen. Even if the autonomy were there, who was really going to use their car for rideshare when they didn't need it themselves? I know some people thought it would bring them a lot of value, because that's what Elon promised. But the reality would have been a classic race-to-the-bottom, and they'd have been lucky to break even after accounting for wear and tear.