It's intuitively obvious to a lot of people that the era of personal, wholly owned transportation is waning. A lot of people seem to miss the second clause of that old "you'll own nothing" phase, the part where most people are happy about it!
When vehicles drive themselves, and there's a large enough pool that one can show up pretty reliably within a few minutes of your needing one, how many people are going to choose to own when renting is cheaper and easier?
And some do. Most don’t, for the same reasons self driving doesn’t matter.
What about 20 years in the future?
Or it could be that I mostly talk to people in the real world, and less so follow the echo chambers online that think "you'll own nothing" is a foregone conclusion about the future and fit their worldview to match.
The doomerism surrounding this topic is wild.
Gas prices have also gone up recently, but I don't see the same claims about how it's the end of personal vehicles, that the prices are never coming down, or that we're all becoming renters instead of buyers.
Saying that there isn't a force countering this is peak doomerism. New factories take a long time to build. These companies didn't have spare production lines waiting for demand to go up.