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Shift: A podcast about mobility

BCG’s Augustin Wegscheider explores the nuances in AV, EV forecasts

Shift: A podcast about mobility

Automotive News

Business

4.831 Ratings

🗓️ 3 March 2024

⏱️ 46 minutes

🧾️ Download transcript

Summary

The co-leader of Boston Consulting Group’s Center for Mobility Innovation discusses complications in deploying automated-driving technology and points to limited EV offerings a contributing factor behind a sales slowdown.

Transcript

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0:00.0

The future of Automotive is safer, smarter, and we're connected.

0:05.0

And with TE Connectivities, expertise, and solutions, we'll all get there faster.

0:10.0

Whether it's obstacle detection, auto speed reduction, or full autonomy on demand, TE is enabling

0:16.8

limitless possibilities.

0:18.8

Hi everybody welcome to shift a podcast about mobility. I'm Pete Bigelow, your

0:28.4

host and reporter to the Automotive News. Joining me on the podcast today, I'm pleased to welcome Augustine Wechider, the co-leader of Boston Consulting Group

0:38.0

Center for Mobility Innovation.

0:39.6

We've got a great discussion ahead on where the automated driving industry is really headed and an examination of some EV pain points

0:48.3

But first we've got this week's headlines to review and for that I'm joined by my colleague Molly Boegon

0:54.3

Molly how are you today? I'm doing well thanks Pete how are you I'm doing good good to be here

1:00.0

on the shift podcast and I know like me you've also been working on some

1:05.7

artificial intelligence related stories this week it feels like it's pretty much everywhere

1:10.6

these days including throughout the auto industry but but maybe you're

1:14.8

going to tell me that's not quite the case. Yeah it's a little bit more nuanced than that

1:18.9

Pete I wrote this week about a McKinsey study that found that only 14% of mobility companies

1:27.0

meaningfully use AI. So what the firm did is analyze 3,500 company descriptions for keywords that indicate that the

1:37.7

companies are either working on products related to AI or meaningfully

1:41.5

enable their products with AI and yet it's sort of a is a smaller

1:47.5

showing that I think a lot of people would think of given the given the

1:51.0

buzzwordy nature of AI right now. Sure. If AI is kind of buzz wordy like you just said

1:58.4

what are those companies that are working on something meaningful doing what what's their reality with AI today.

2:05.2

Yeah, so it's it's sort of up and down the supply chain.

...

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