Talk to enough people about the car industry and eventually you'll notice a theme that keeps emerging again and again.

I think one of the interesting analogies that we like to consider is actually thinking more around the

Hansen industry and the move from feature phones to smartphones. The EVs are

taking on more and more characteristics of electronic device such as smartphone.

The analogy between the car of the future and the smartphone isn't just about superficial things.

What we're talking about isn't just that lots of new cars today

have big touch screens on their dashboards. The entire car is transforming from a mechanical

platform to a digital one.

And its function and purpose will be completely different

from what it is now, which means that building the car of tomorrow

will require completely different supply chains,

manufacturing methods, and skilled labor.

And those changes are already happening today. I'm Sam Grobart, deputy editor at Goldman Sachs, and this is the future of four wheels.

A four-part series from Goldman Sachs exchanges on what the electrification and automation

of the car will mean for industries, investors, and the economy.

This is part two, building the car of the future. Quick disclaimer. We're going to be referring to real companies, real brands, real names throughout

this episode, but none of it should be construed as any endorsement

of another company, and certainly none of it should be considered as investment advice from

Goldman Sachs. Okay, let's get back to it.

Tina Hu is a VP at Goldman Sachs Research in Shanghai.

She's an expert on EV production in China.

She's also the first person I met who had made this connection between the car and our driveway

...