In the past, the internal combustion engine chained ordinary people's wallets to Middle East conflicts and macroeconomic turbulence. Today, nobody buys a car based on 0-60 times anymore. People just want one thing: to finally know exactly what their energy costs, down to a few cents per kWh. Look at Zoox expanding to new cities through that lens, and you realize Robotaxi and EV are actually solving the same problem: taking the unpredictability out of getting from A to B. We tend to think of AI disruption as ChatGPT style, a chatbot you talk to. But AI's real dominance in the physical world comes from playing a totally different role: system administrator. Road rage, distracted drivers, someone cutting you off for no reason, these are all bugs in how cities move. Autonomous driving was never a tech demo. It's about turning mobility from a gamble into something as reliable and frictionless as turning on a tap. The endgame of the mobility industry is really a story of desensitization in three acts. High gas prices push people toward EVs, and that completes cost desensitization. EVs, as the perfect hardware platform, spread compute and sensors everywhere, which accelerates autonomous driving adoption and completes time and emotional desensitization. Using electricity and compute to offset the chaos and unpredictability of the real world, that is the actual payoff of this entire technology cycle. technologyreview.com/2026/03…

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