Partially agree. I think big fleets will be first as soon as the bugs are worked out.

Long haul trucks are loading dock to loading dock, so you don't need the driver to do loading.

Uber is another fleet: they just want to do transport-as-a-service so they HATE drivers as overhead. They have signed up to buy 100,000 Mercedes (future autonomous upgrade). They've indicated interest in 500,000 Teslas.

http://www.roadandtrack.com/car-culture/news/a28508/uber-ord...

http://www.autoblog.com/2015/07/08/uber-tesla-self-driving-c...