> To the extent we can compare them on capital efficiency
We can not. This logic is stupid. This logic will take you to the idea that the best thing to do is to get everyone a helicopter because helipads are cheap to build and it costs zero dollars to "build roads in the sky".
Yeah, you are right. These things are not competing. Yes, you are also right that proper infrastructure (re)development in North America will take a lot more money than what Big Tech has invested in self-driving cars.
The upsetting part is to see even supposedly smart people buying into the idea that American Exceptionalism is a real thing, and that you can keep holding on to the hope to find a shortcut away of your problems. Self-driving cars or not, the US is still going to be an expensive, inefficient country that can boast about its amazing economy, yet most people living there are at third-world country levels of development.