Exports, equipment investment, and nonresidential construction stand up. Even as of 2008:III, the sum of the components of autonomous spending was only 0.7% of potential GDP lower than trend.

DETROIT — The auto industry has an addiction. It's a "capital junkie" that's been on a yearslong binge of unprecedented spending on all-electric and autonomous vehicles. And now, it's waking up ...

It's a "capital junkie" that's been on a yearslong binge of unprecedented spending on all-electric and autonomous vehicles. And now, it's waking up from the bender and entering rehab.