If we end up sitting around in self-driving cars watching ads, Google is going to make billions

While producing cars and components is still expected to be a good business once cars are autonomous, providing the driving experience is seen to be the biggest and best opportunity. New research from UBS predicts that US autonomous-vehicle revenue will reach $2.3 trillion by 2030–and 70% of the estimated is expected to come from selling experiences to the former drivers.

The biggest opportunity–$1.2 trillion–will be in robo-taxi services, moving people and things around in autonomous vehicles, according to UBS. Even though ride-sharing platforms like Uber and Lyft have an advantage through their large customer base, UBS sees their future as analogous to online travel agencies where the new ride agencies book trips with multiple robo-taxi services.

Dave Edwards

Helen Edwards

https://qz.com/1277566/if-the-future-of-cars-is-them-self-driving-while-we-watch-ads-google-is-going-to-make-billions/