This post makes the assumption that people choose not to drive because it’s annoying or that they can’t multitask (the latter, unfortunately, seems not to be a blocker in the Bay Area).
I don’t see how this would increase demand significantly. Fleets may grow, but I doubt more people will be going on trips because now they don’t need to drive. I can get uber to pay my trip to the office, that doesn’t mean I want to go to the office.
If you can sleep during your commute, why not live 2 hours (or more) away?