^^^
This. The market for cars will drop considerably. If the pricing for Tesla mobility is less than the cost of an Uber (which I suspect it will be, especially once Level 5 autonomy occurs) then we will see less need for multi-car households. If a Tesla mobility ride costs half of what Uber is today (possible and reasonable) then there are people who currently have 2+ cars that likely could get by with one less car, especially if the car could be summoned to a new location, or in a pinch call someone else's Tesla. Heck, Tesla mile credits could be used to where if you want to rack up credits you could put your car into the pool to get your credits up to 500 miles, and you can just deduct from those 500 credit miles, no exchange of money! Carpooling is easier, because if you need the car for lunch break, you can simply summon it, etc...
As such, an eventual 20% drop in demand for vehicles may be realistic. (Over how long of a period of time, who knows.) Other automakers seem to be slow to the game on full autonomy, although GM's Bolt demonstration wasn't bad at all. Luckily for Tesla, the vertical integration from power generation, storage, and usage is a great place to be.
