I believe we will have more people, in more AVs, traveling more miles every year, requiring a larger fleet than is assumed, and higher annual vehicle production.
A Roadmap for a World Without Drivers
Alex Rubalcava
15219

This is the one possible scenario if we leave everything for the market — but there is still the public governance I believe will manage spatial structures that reduce the NEED of unnecessary travels, thus reducing VMT. Just to mention walkable communities, ‘complete streets’, mixed-use and transit oriented developments etc.