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The recent commentary underscores a notable shift in Irwin's stance, especially regarding Elon Musk’s vision for a ride-sharing model combining elements of Airbnb and Uber. While Irwin remains cautious about the timeline for widespread autonomous vehicle adoption—suggesting Wall Street believes substantial progress won’t materialize until the end of the decade—he acknowledges the disruptive potential of such an innovation. He highlights Musk's goals from Tesla’s master plan, emphasizing the long-term vision of allowing cars to operate autonomously and generate income for owners when not in use.