@LNeckermann 1

The Mobility Revolution: Zero Emissions, Zero Accidents, Zero Ownership

Liverpool, 16 June 2016

@LNeckermann 2

Our cities are growing by the hour

@LNeckermann 3

Number of cars per 1,000 people vs Percent of population living in megacities

With urbanisation comes decreased vehicle ownership

Source: Sivak and Schoettle 2011, from Shroders “The End of the Road”

@LNeckermann 4

We are losing our love for driving

Peak Car? Kilometers driven per capita

@LNeckermann 5

Our Reality : We would rather be working (or eating, or texting).

@LNeckermann 6

A Short History of The Mobility Revolution

Tomorrow: all mobility is electric, autonomous and on-demand. The Mobility Revolution is here.

@LNeckermann 7

Zero Emissions reality check for OEMs: Tesla outsells its competitors

@LNeckermann 8

Audi A3 eTron, Q7 Plug-in BMW i3, i8, 3 Series Plug-in, X5 eDrive, Cadillac ELR, Chevrolet Spark, Volt, Bolt Citroën C-Zero, Peugeot i-On Ford C-Max, Focus, Fusion Honda Accord Hyundai Sonata Kia Soul McLaren P1 Mercedes B-Class, C 350eS550e, GLE, E-Class Mitsubishi i-MiEV, Outlander Plug-In Nissan Leaf, eNV200 Porsche Cayenne, Panamera, 918 Renault Twizy, Kangoo, Zoe Smart Electric Drive Tesla Model S, Model X Toyota Prius (+20 other hybrid models) Volkswagen e-Up, GTE, Passat GTE Volvo S60, XC90 T8

Zero Emissions: Every other car company splurging to catch up

@LNeckermann 9

Zero Accidents: autonomous vehicle development accelerating, too

@LNeckermann 10

Driving IS the distraction… so why should we do it?

Fatal Accident Causes: •  Alcohol 31% •  Speeding 30% •  Distracted Driver (incl. Texting) 21% •  Drugs 7% •  Fatigue 2.5% •  Ice, Rain, Debris 3.5%

"People may outlaw driving cars because it's too dangerous. You can’t have a person driving a two-ton death machine” Elon Musk

@LNeckermann 11

Companies that have committed to fully-autonomous vehicle projects

Source: CB Insights image,2016; Vision Systems Intelligence, 2016

Excerpted list; does not include suppliers, universities, research institutes, governments

@LNeckermann 12

Corporate Travel: Uber has overtaken Taxis and Car Rental

Source: Certify, Bloomberg

@LNeckermann 13

Autonomous

Human Driven

Owned Shared

I own a car, but it drives me

I don’t own a car or drive a car, I rely on driverless mobility-on-demand

I own a car and drive it myself I don’t own a car but I use carsharing

I don’t own a car, I rely on Uber, Lyft

Plotting the path forward: “I don’t own a car… I don’t drive a car”

By 2025

2020

2016 2017

2017

Source: Neckermann Strategic Advisors

@LNeckermann 14

Virtually every carmaker has dubbed itself "mobility company"

"The role of a traditional automaker changes dramatically. We become a piece of the mobility ecosystem." Bill Ford, Chairman Ford

"We are driving to be both a product and mobility company and, ultimately, to help change the way the world moves." Mark Fields, CEO Ford "…An industry that, for 100 years, has relied on vehicles that are stand-alone, mechanically controlled and petroleum-fueled to ones that will soon be interconnected, electronically controlled and fueled by a range of energy sources." Mary Barra, CEO GM

@LNeckermann 15

NEXT Future Transportation for an urban world

@LNeckermann 16

The Mobility Revolution: Zero Emissions, Zero Accidents, Zero Ownership

Liverpool, 16 June 2016