To be clear, this 5% market share should clearly be labeled as a percent of all trips, not a percent of all cars owned. Teslas sitting in driveways, or teslas that don't have the full self driving package, are not really 'competing' for self-driving market share. Right?

@DavidFWatson And presumably 5% of trips or miles-driven worldwide, or an estimate thereof?

What if some company sells a self-driving package to the others? How would that be counted?

@colorednoise I am still interested in an answer to this question

Tesla had a peak market share of 2.59%. We assume the self-driving feature will increase Tesla market share sufficiently that it achieves 5%?

GM has the largest with something like 17%. Does it mean that 30% of all GM cars need the self-driving feature? Or is it sufficient that GM has 17% market share if only 1% of GM cars have self-driving capabilities?

Does a self-driving Waymo Jaguar count as Waymo or JLR or both?

Waymo and Comma AI do not sell cars, so market share means something different for them. Market share for taxi services maybe?

Mobileye does not sell cars but supplies to car manufacturers. Does their market share among suppliers (e.g. Bosch, Nvidia) or market share of cars it is built into (BMW, Volkswagen, Nissan, whatever)?

Does self-driving include SAE level 3 where a driver must be available on short notice?

@Duncan rip Cruise

0% Waymo

Basically Tesla. Though description needs clarification, ideally “5% of miles driven are driven autonomously by own automaker”