They are going face major regulatory hurdles. Safety concerns are huge—both real and perceived—and governments, especially in places like the US and Europe, are still far from trusting fully autonomous vehicles. Add in fragmented regulations across different states and countries, plus potential public skepticism, and it's clear this won't be in place any time soon.

Labor opposition is also going to be a nightmare. Just as Uber faced resistance from taxi unions and legislators sympathetic to workers who saw their jobs threatened, Tesla will likely face significant opposition from drivers in the gig economy, who rely on ride-hailing platforms like Uber and Lyft. Governments may be pressured to protect those jobs, especially in regions where automation is seen as a threat to employment.