Here's my angle on it: I have a sneaky suspicion that, as part of the swing to e-mobility, combined with ride hailing, people started to realise they don't _actually_ need to own a car. Mix in the GenZ/Alpha who, due to study debt or just slow erosion of disposable income, a) can't afford them, b) don't have their own houses/garages to park them, or c) prefer spending on experiences, not stuff. With many life services going on-demand, pay-as-you-go cf. video, music, rides, shopping.
Now, in Europe, for the most part, e-mobility seems to be focussing on the right things, i.e. for mass transit, public transport, city commutes. That's where robo-taxies, robo-buses or truck platoons are also more practical.
tl;dr: The petrol heads aren't going to switch quickly. The well-heeled tech enthusiasts may already all have Teslas. The remainder of the market who actually want to _own_ a car, can be very well served by those dyed-in-the-wool Big Auto crowd, i.e. VW, GM, Ford, etc. They don't need/want 0-100km/h in 2s or 700km range bragging rights