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Thinking about the potential economics and regulation of self-driving car rental firms makes no sense without considering their closest analogy: the airline industry. If self-driving cars do become dominant, it'll start to look, in some ways, at lot like they're airlines flying a colossal number of tiny flights - for better and for worse in terms of stock prices and average customer experience.
Airplanes are buses.
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This is an interesting analogy and lends itself to more elaboration.
In aviation, there have been autopilots for many years. But always the human pilot is in command, and uses the autopilot as a tool that has to be managed and overseen. Autonomous vehicles, at least in some companies' visions, have no way to control them manually. An airplane pilot enters waypoints into the navigation system to plan out a route; an autonomous car routes itself. The biggest difference is in who is responsible for the vehicle; is it the human operator or the vehicle's manufacturer?
I could see a kind of autonomous vehicle that works more like an airplane autopilot - you wouldn't necessarily need a steering wheel, but if you had control over the different high-level choices in route planning and execution (do I try to make this yellow light? Should I play chicken at this merge or play it safe?) then the human could be considered responsible in a way that a fully autonomous, sit-back-and-relax mode doesn't allow.
I am revolted by the idea of relying on a company akin to an airline for my day-to-day mobility. There are too many failure modes that leave one stuck. What if there's a natural disaster and all the phone networks are down? Or the car company has a de facto local monopoly, but then withdraws from this market or goes out of business? What if the company starts blacklisting customers for things that shouldn't be related to transportation, like their political affiliation or their credit score?
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