I'm thinkin dreamy house in the exurbs. The type that has a great view and modern floor plan in a natural area, 1-2 hours drive from a major metropolis, in an under-appreciated area. Water or mountains nearby. It should cover all costs via Air BnB in the meantime. Once driverless cars become reliable and $0.10 per mile, everybody will want to depart the city and commute to work. Instead of a burden, a 2 hour commute will be seen as a highly desirable way to catch up on sleep in the morning and unwind after work of an afternoon. Therefore, prize real estate in the 1-2 hour range could rise substantially.
Along those lines, fast trendy rest stops along the route.
I can see people finishing up sleep in a two hour driverless car ride in the morning; however, I think many people would count the evening commute against time with their family; so a new wave of urban exodus may not be as strong as you predict.
I could also see the driverless car rates varying by location with exurb rates being higher due to the higher probability that the car will have to travel a great distance and/or wait a long time between picking up fares.
Self-driving cars or no, this is NOT a place I want to live, and I think it's odd to assume that this is a dream for most people. My dream neighborhood is pretty much the one for which I just signed a lease. It's a walkable old downtown area. That means lots of shops and restaurants within a 5-10 minute walk (and even more <15 minutes). I anticipate driving probably once a week, and that will primarily be for social time with friends. Why would I want to live two hours away from all that, self-driving car or no? (That's a rhetorical question as a know that for some people, that level of seclusion is a perk, but for me it's hugely unattractive.) I don't want that lifestyle, and that has nothing to do with driving. I wouldn't even consider it, even after we are fully FIRE, for many reasons. I want to be near restaurants. I want to be able to run to the grocery store when I forgot milk or have a craving for ice cream, and be home again in 15 minutes or less. I want to pop over the the weekly farmer's market for strawberries and homemade jam from that delightful elderly lady who makes it in her kitchen. I want to go to the theater (without a 2 hour drive or ride).
There are lots of reasons people don't live out in the middle of nothing, and those reasons aren't going to change with self-driving cars. In fact, for many people, self-driving cars might make the lifestyle I mentioned even more attractive. In my area, most homes don't have garages or even reserved parking, and that keeps some people away because they still want cars to get to work and to do things more than a few miles away. If they could reliably and affordably (so, cheaper than a current Uber/Lyft) call up a self-driving car, it might actually send more people into densely populated areas, not out of them.
My overall point is that it is incredibly hard to predict the ripple affects of most things, and that assuming that everyone will react in the same way we predict we will react isn't likely to have great results.
So I guess I will continue not stock picking and will be happy that my S&P, total market, or NASDAQ mutual funds almost certainly own the companies that will benefit from this transition, whenever it happens. Of course, they also almost certainly include the companies that will lose, or perhaps even fold, from this transition, but I don't need to get obscenely rich. I only need to stay middle class rich.