Dashboard / Sectors / Automotive

MACRO INTELLIGENCE MEMO

TO: Car Buyers & Mobility Users

FROM: Automotive Consumer Analysis Division

DATE: June 2030

RE: Making Smart Choices in the Autonomous Vehicle Transition


EXECUTIVE SUMMARY

By June 2030, consumers face a fundamental choice: own an autonomous vehicle or use autonomous mobility services (robotaxis)?

The economics strongly favor robotaxis if available in your city. A robotaxi service costs perhaps $3-5 per mile for urban driving, while owning a vehicle (car payment, insurance, maintenance) costs $4-8 per mile. If you're an urban dweller who doesn't drive long distances, robotaxis are the rational choice.

But if you live in a region without robotaxi services, or if you drive long distances, vehicle ownership still makes sense.

THE ROBOTAXI ECONOMICS FOR CONSUMERS

The advantage of robotaxis: - No purchase price ($30,000-50,000 for a vehicle) - Much cheaper per mile than vehicle ownership - On-demand availability - No parking hassle - No maintenance responsibility - Insurance included

The disadvantages: - Not yet available in most regions - Only available in specific cities (not nationwide) - Privacy concerns (riding with strangers, data collection) - Waiting time for pickup

By June 2030, in cities with robotaxi services (Phoenix, San Francisco, Los Angeles, others), young people and urban dwellers increasingly prefer robotaxis to owning vehicles.

THE VEHICLE OWNERSHIP DECISION

If you're considering purchasing a vehicle in June 2030:

Questions to ask: 1. Is robotaxi service available in my city? (If yes, strongly prefer robotaxis) 2. Do I drive long distances? (If yes, vehicle ownership makes sense) 3. How many miles do I drive annually? (Over 15,000 miles, vehicle ownership more economical) 4. Do I value autonomy of owning a vehicle? (Subjective, but relevant)

If you're buying a vehicle: - New EV vs. used gas vehicle? EV is increasingly the better choice (lower operating costs, better technology) - Traditional gas vehicle? Only makes sense if you need used vehicle budget or drive high-mileage - Autonomous vehicle features? Worth considering (resale value, safety, convenience)

THE SHARED AUTONOMY FUTURE

By June 2030, shared autonomous vehicles (ride-sharing with autonomous vehicles) are becoming common in cities with robotaxi services. This creates options: - Robotaxi (most expensive, fastest) - Shared robotaxi (cheaper, slower) - Bus/transit (cheapest if good service exists)

Smart consumers are choosing based on price/speed trade-off, not assuming vehicle ownership is the only option.

TRANSPORTATION PLANNING

For organizations/cities: - Plan for transition from vehicle ownership to mobility services - Build infrastructure for robotaxis (pickup zones, integration with transit) - Recognize that this changes real estate (parking becomes less valuable) - Plan for traffic changes (autonomous vehicles can be more efficient, but also might induce more travel)

CLOSING THOUGHTS

By June 2030, the rational choice for transportation in major cities is shifting toward robotaxi services. For those in regions without robotaxi service, vehicle ownership is still dominant, but that is likely to change over the next 5 years.

Make your transportation decisions based on economics and your specific needs, not on habits.