I hope that you're both right. In 2004-2007 I saw self driving vehicles make lightning progress from the weak showing of the 2004 DARPA Grand Challenge to the impressive 2005 Grand Challenge winners and the even more impressive performance in the 2007 Urban Challenge. At the time I thought that full self driving vehicles would have a major commercial impact within 5 years. I expected truck and taxi drivers to be obsolete jobs in 10 years. 17 years after the Urban Challenge there are still millions of truck driver jobs in America and only Waymo seems to have a credible alternative to taxi drivers (even then, only in a small number of cities).