The disruptor set to absorb and eclipse all others is autonomous vehicles. The sharing economy has already prepared consumers to cut ties with car ownership for good, and panelists expect autonomous vehicles to be "owned" by Uber-like companies (or car companies themselves) vs. individuals. The way these companies would fuel or charge their fleets will likely differ greatly from the traditional habits of individual consumers, using more centralized hubs. And they may very well choose electric as their "fuel" of choice, which could further speed up EV production.
Already most cars are coming off the factory line with autonomous options, making sea change a fast proposition. Waymo already has an autonomous vehicle on the road in a test in Chandler, Ariz.
“We’re in a tricky spot: How much infrastructure do we put into this, only to have it disrupted by autonomous vehicles?” said Fitzgerald, who cited the $20 billion that has been invested into autonomous vehicles just this year.
Turiano and Fitzgerald both pointed out that most cars owned by consumers in America are either sitting or idling 96.5% of the time. “I don’t want to own it, store it or insure it,” said Turiano.
“We’re not going to convince consumers. Consumers are going to tell us what they want,” he added.