In the case of the auto manufacturers, subsets of autonomous driving are interesting. If a car can truly be hands and eyes-off on highways (and the tech for that is fairly close), that's a product that almost sells itself.

I'm much more skeptical about driverless cars doing arbitrary pickups and dropoffs. I do think that anyone who is investing on the assumption that an Uber will be able to offer that in a few years is going to be disappointed. It will happen but not quickly with a few caveats like maybe fixed locations can be established to simplify the problem.