McKinsey: EV pains subside while driver-assist becomes a ‘differentiator’

Shift: A podcast about mobility

Automotive News

Business

4.8 • 31 Ratings

🗓️ 27 April 2025

⏱️ 31 minutes

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Summary

McKinsey’s partners Philipp Kampshoff and Patrick Hertzke break down results from the consulting firm’s annual global consumer pulse survey. They detail improvement in owner experiences with electric vehicles in the U.S. and the reasons driver-assist systems will likely become a “clear differentiator” with consumers in the years ahead.

Transcript

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0:00.0	Hi, everybody. Welcome to Shift, a podcast about mobility. I'm Pete Bigelow, your host and reporter at the Automotive News.
0:13.4	I'm pleased to have McKinsey and companies Philip Kamshoff and Patrick Hartsky joining me on the podcast today.
0:20.1	We're going to talk about their latest global consumer survey,
0:23.9	which yields some notable insights about electrical vehicle adoption,
0:28.3	automated driving technology, and much more.
0:31.3	We're actually seeing that battery electric vehicle experience and satisfaction
0:34.9	has gone up significantly.
0:36.9	It's 20% higher this year than it was last year.
0:39.9	First today, we have a look at headlines from around the mobility sphere. And for that, I'm
0:44.7	joined by my West Coast colleague, Lonnie Eilif. Lonnie, how are things in Northern California today?
0:51.1	They're good. Always good, it seems like, out there. Pretty much always good, I have to say,
0:57.0	pretty good. Good. Glad to hear it. Maybe the exception there is in Fremont. Big news this week.
1:04.7	Obviously, Tesla had its earnings call and profits fell by 71% year over year if I have that right.
1:13.4	Lonnie has Elon's ability to have Teflot skin finally run out.
1:19.7	No.
1:21.7	Tesla stock is Tesla stock's up like 25% this week.
1:25.2	The last time I checked.
1:26.7	And what happened is we have a tale of two
1:29.9	companies. One company is an automotive company that was a big disruptor and is now
1:37.2	sees falling sales, falling profits, falling revenue. And then we have the future Tesla, which is a Robotaxie, autonomous vehicle company that once it
1:51.1	figures everything out, is going to have millions of these cars all over the world.
1:58.7	And it starts in Austin,
	...

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