I agree, as a non-professional driver the lifetime of the car is measured in years/aesthetics.
Meanwhile, a professional driver can put on 25k-50k miles per year[1]. Compared to 10k-15k miles per year on average[2]. Meaning professional drivers hit the car’s mileage limit, 200k-300k in 6-8 years. Already it would be better for them to have cars that are optimized for cleaning, maintainability, and longer lifespans. And this doesn’t even talk about lifespans of wheels or the expedited cost of maintenance.
Taking this math further: This is targeting 40 hour work weeks for professional drivers. If we targeted 75% (a lower bound) of the total hours in a week 168, we see robotaxis will drive 3-4x the miles of today’s Uber drivers. Setting lifespans of 2-4 years per taxi.
Large robotaxi fleet operators will likely become manufacturers but regardless they will change the mental model of how car manufacturing currently operates.
Robotaxis will not only absorb the profits of the taxi industry but also the profits from the car manufacturing industry, car maintenance industry, car rental industry, last-mile delivery (including food delivery) industry, rental housing industry, and more. The scale will eventually be unimaginable allowing the margins to be astonishingly low.
[1] https://www.quora.com/How-many-miles-does-a-full-time-driver...
[2] https://www.carinsurance.com/Articles/average-miles-driven-p...