I don’t know how the numbers end up but with less people / less drivers it might be necessary for them.
A further thought, Japanese companies sell a lot of autonomous transportation technology to other countries. For example, there are Japanese trains running around Doha (put in before the FIFA World Cup) and a new driverless metro network in Copenhagen.
Maybe there’s a play here to sell the technology to other countries. Again, I don’t know how good the business plan is but it’s a further opportunity.