Exactly. It is no different than years ago them killing electric cars.
It is why when major distruption happens the existing players NEVER do well. Never thrive and rarely survive.
All the dynamics of the industry change and the drivers are 180 different then before. Today car dealers sell their cars and do not make any money selling them but make their money from servicing the cars. So more maintenance is good. But robot SDC service you want maintenance minimized.
The car maker made their money from selling cars. So not lasting long is good. But the exact opposite with a robot taxi service.