A stagnating billion people market, both when it comes to incomes and demographics (even though the US is doing slightly better here). AI-run cars would also have to be price comparable to many of the hatchbacks now dominating Western Europe, we're talking about a maximum price of 20,000 euros (with an average purchase price of 15,000). A month or two ago I was told on HN that AI cars are not for people like me, for whom the $35,000 price of a Tesla 3 model was too much (and Tesla 3 is seen as the base, cheap model), so I'd cut a big percentage off of that 1 billion people market you're talking about.