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The business model for the self-driving car is a computer-scheduled, dynamically-provisioned taxi service cheap enough that nobody needs to own a car in the city. Because self-driving cars don't need to park (they can just move on to the next assignment or deprovision), if they catch on then in-city parking decks can be redeveloped into business space or park space.

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You forget transportation of goods. Pretty much all over-land cargo in the U.S. and most of that elsewhere (less so, because trains) could be transported by self-driving cars/drones. Not sure if that is larger or smaller than transportation of people at this point, but it's still an astronomically huge market.

Transport is something like 30% of the world economy isn't it?

US is actually pretty big in freight trains.

Mostly because, freight and passenger trains interfere badly. No passengers = easier freight. A big wave of deregulation of the market a few decades ago helped, too. The Economist ran a special about the US market a few years ago.

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