What we have going on here is a false dichotomy, with one car-dependent tribe wanting one type of car whilst another car-dependent tribe wants another type of car.
Across Europe they have 2030 targets to get half the journeys in urban areas made with 'active travel', which means walking or cycling. Even the UK has such absurd targets that are no longer so absurd.
Europe is out of hydrocarbons and Hormuz is closed. The global south will experience the pain of this initially, however, there may come a time when people in Europe can no longer afford to run a car. It won't matter if that car is an EV that can drive itself and warm the seats for you, that future will be gone, for all but the higher status members of society. This will be a big club, but you know you won't be in it.
The levels of active travel sought by the European authorities (including the UK), takes us back to 1930s levels of cycling, when very few owned a car in Europe. Of course, the USA was different, with an abundance of cars, which Europe only saw in the post-war years.
Recently I saw a woman, somewhat large for her size, stuffing her face full of junk food, whilst she waited in her SUV in a supermarket car park to pick up her children from the nearby school. Her posture was not great and I did not think she had a 'good look'.
This particular woman could adapt to a 'Buy and Large' self-driving vehicle, however, Hormuz is closed, with an expected financial challenge expected next year. She might not be able to adapt to 'active travel', to walk or cycle to the school, to escort them back the 'active way', with no heated steering wheel, no A/C, no vanity mirror, no cup holders, no Apple Car Play and pedals that have to be well and truly pushed.
If she is able to make this transition, then she will become part of the community, able to say hello to neighbours because she won't be stuck in a tin box. Nature might return to her street without her there to run over anything that moves.
For longer journeys she might have to get the train rather than sit in those foul sweaty seats in her SUV, that have never been cleaned.
Once free from car dependency, much of the car-dependent world no longer makes sense. Drive-thru fast food is not for 'active travel', neither is the out-of-town retail park. A decent sit-down cafe in town centre or even a pub makes much more sense, as do the smaller shops in town centre, even if they cost more.
Car dependency is up there with drug and alcohol dependency, or even breathing, the car dependent are not going to give up their cars, whatever tribe they are in. However, for one reason or another, much of the world's supply of hydrocarbons is being taken offline at the moment and only the asset owning class are going to be afford any type of car, FSD EV or not. The working man is going to have to get in shape for 'active travel'.
America will be safe from this for a while, however, we will be going back to 1930s, with just the USA as a viable market for cars, FSD or otherwise.
In time Hormuz will reopen and everyone will go back to their gas-guzzling ways, as per previous oil shocks, however, we need to open our eyes to the opportunity to escape car dependency, to create a new era of peace, prosperity and active travel.