I think driverless cars should be one of the most fantastic changes in the next 20 years. The benefits are just too many. My crazy prediction is that Zipcar will end up being a leader in deployment, making a transition akin to Netflix's DVD to online one, the principle advantage being the possession of the right kind of customer relationship.
Your mention of Zipcar in the context of Netflix is an astute point. Zipcar has a very nice and well-developed infrastructure that would be nearly ideal for the transition. The question is whether or not Zipcar is thinking that far ahead, and I do not know the answer.
Many people do not know that even though Netflix has only been streaming video for a few years, they were very actively building their business around that transition over a decade ago, pretty much from their inception. They built out all of the elements required to take advantage of that tra...
http://blogs.forbes.com/alexknapp/2011/06/22/nevada-passes-law-authorizing-driverless-cars/
http://news.ycombinator.com/item?id=2688424