WEBVTT

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How do you stay

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competitive as an automaker

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or mobility player

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in such a fast moving world?

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How can you protect margins, pursue

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innovation, and keep up

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with the latest technologies?

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As I walk the floor at CES

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this year, these questions

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seem to be more urgent than ever.

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Generative AI is everywhere.

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You can feel it on the floor,

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hear about it

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from leaders,

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and see it in the tools shaping

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how vehicles are being

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designed and built,

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in the agents

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supporting consumers,

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and the processes

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that dictate the operations.

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At the same time,

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there are critical conversations

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happening behind the scenes.

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Leaders are excited,

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but they're also feeling the pressure.

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Costs are rising faster than the returns.

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Global competition is intensifying.

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And consumers?

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They are changing faster than ever:

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buying online,

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relying on

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AI for recommendations,

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and showing less loyalty

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to traditional brands.

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All of this

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is creating a moment of truth

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for automakers and mobility players.

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Incremental fixes won't be enough.

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Leaders know

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they need to structurally reinvent.

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They need new operating models,

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new collaboration models,

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and a cost discipline

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that makes innovation possible.

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Plus, a very clear focus

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on consumer and dealer partners.

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At the same time,

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I am extremely optimistic.

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The technology here shows

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what is possible.

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AI can unlock

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step-changes in productivity.

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It can rebuild trust and relevance.

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And it can create entirely new ways

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for OEMs and suppliers to partner.

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Sharing data, moving

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faster, and building resilience.

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Here at CES 2026,

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BCG leaders are thrilled

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to be at the heart of the action.

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We are having meaningful conversations

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with clients and experts

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who recognize the opportunities

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that come from being bold and decisive.