I don't think level 5 would be the next step for self driving automation. The biggest ground based fleet with very high autonomy is John Deere. Therefore, I would expect large commercial trucking to be the next logical target. It would cut their costs alone by changing how much their insurance policies and general efficiency. John Deere trucks almost drive themselves.
So, I would see trucking be replaced first. It looks like Elon Musk wants to do that with their new set of Trucks. Since they would have the same sensors as the cars that would be a bunch of data to collect. It would also be a easier way to get proof of progress. But, at this point if you replace trucking you will get a large economic change because you are changing one of the largest source of jobs in America.
Then since you have proven that you could try acquiring Uber and or Lyft at a fire sale price because they couldn't come up with a solution in time and get their data and logistics.
Yep, you’re right on both points (trucking being the first industry that will adopt self-driving technology on mass-scale and the potential displacement of millions of jobs) but I’m not sure if John Deere will be spared in the process, only if they’re smart and see the same writing on the wall.
Then since you have proven that you could try acquiring Uber and or Lyft at a fire sale price because they couldn't come up with a solution in time and get their data and logistics.