WEBVTT 1 00:00:00.235 --> 00:00:02.818 (upbeat music) 2 00:00:09.740 --> 00:00:12.450 Hello everyone, I'm Vanessa Lyon. 3 00:00:12.450 --> 00:00:14.340 I'm a managing director 4 00:00:14.340 --> 00:00:16.680 and senior partner at Boston Consulting Group, 5 00:00:16.680 --> 00:00:20.580 and I've been working at the crossroads of technology 6 00:00:20.580 --> 00:00:25.580 and automotive and mobility over the past 15 to 20 years, 7 00:00:26.070 --> 00:00:29.640 and I'm happy to be with you today 8 00:00:29.640 --> 00:00:32.610 to discuss this pressing topic. 9 00:00:32.610 --> 00:00:36.210 The story behind this panel is that 10 00:00:36.210 --> 00:00:40.980 we had several heated conversations about the value 11 00:00:40.980 --> 00:00:43.110 that's coming from GenAI 12 00:00:43.110 --> 00:00:48.110 and so we figured, why don't we have this debate altogether 13 00:00:48.630 --> 00:00:50.820 with this distinguished panel? 14 00:00:50.820 --> 00:00:53.129 Carrie, I will start with you. 15 00:00:53.129 --> 00:00:54.450 What do you see in automotive? 16 00:00:54.450 --> 00:00:56.700 Where is the value and in what timeframe? 17 00:00:56.700 --> 00:00:59.370 So what's really moving over the next year or two 18 00:00:59.370 --> 00:01:02.850 is things like marketing, so content generation, 19 00:01:02.850 --> 00:01:05.430 being able to drive better marketing ROI, 20 00:01:05.430 --> 00:01:07.486 everything customer service. 21 00:01:07.486 --> 00:01:09.270 So being able to unlock insights 22 00:01:09.270 --> 00:01:10.770 from that unstructured data, 23 00:01:10.770 --> 00:01:13.950 drive better experience for drivers 24 00:01:13.950 --> 00:01:17.520 and consumers at the full end future of autonomous driving, 25 00:01:17.520 --> 00:01:21.930 what in-car assistance looks like that is fully predictive, 26 00:01:21.930 --> 00:01:24.330 and really what does that experience definition 27 00:01:24.330 --> 00:01:26.220 look like in the future? 28 00:01:26.220 --> 00:01:30.270 I think that's the space where new value pools will emerge. 29 00:01:30.270 --> 00:01:33.120 We identified a software coding assistant 30 00:01:33.120 --> 00:01:35.370 as a great application for us. 31 00:01:35.370 --> 00:01:39.300 The reason is we have a quite a few software engineers 32 00:01:39.300 --> 00:01:40.170 in the company. 33 00:01:40.170 --> 00:01:42.210 We wanted to be impactful, 34 00:01:42.210 --> 00:01:43.860 and this looked like a, 35 00:01:43.860 --> 00:01:46.560 what we were seeing in the industry was a very sure thing 36 00:01:46.560 --> 00:01:50.760 to get a productivity boost and get job satisfaction. 37 00:01:50.760 --> 00:01:53.550 And it also had a lot of leverage within the company. 38 00:01:53.550 --> 00:01:55.590 We knew that if we implemented it, it would affect 39 00:01:55.590 --> 00:01:58.740 a lot of people and bring about a lot of benefits. 40 00:01:58.740 --> 00:02:01.217 And what's happened over this past year 41 00:02:01.217 --> 00:02:04.830 is we were talking about Agentic AI is the unstructured 42 00:02:04.830 --> 00:02:06.570 data. So how much unstructured data do you have? 43 00:02:06.570 --> 00:02:08.580 How many learning systems do you have? 44 00:02:08.580 --> 00:02:10.560 How much product content information 45 00:02:10.560 --> 00:02:12.150 do you have across your business? 46 00:02:12.150 --> 00:02:13.470 How much financial information 47 00:02:13.470 --> 00:02:15.056 do you have in different places? 48 00:02:15.056 --> 00:02:16.606 We're partnering across the whole company to look at, 49 00:02:16.606 --> 00:02:19.680 where are there opportunities to drive efficiency 50 00:02:19.680 --> 00:02:21.210 and put agents in place? 51 00:02:21.210 --> 00:02:25.260 Those hours, whether it's 30%, 40% of engineering time, 52 00:02:25.260 --> 00:02:26.700 is now investing in other areas 53 00:02:26.700 --> 00:02:28.700 to bring value to the business 54 00:02:28.700 --> 00:02:29.970 and bring value to the market. 55 00:02:29.970 --> 00:02:31.560 I think we've hit a tipping point 56 00:02:31.560 --> 00:02:34.500 where we're gonna see that happen in 2025. 57 00:02:34.500 --> 00:02:36.930 The cost curves are coming tremendously down. 58 00:02:36.930 --> 00:02:39.660 And so what might not work today, I think, quickly, 59 00:02:39.660 --> 00:02:42.360 we are finding will work in the future. 60 00:02:42.360 --> 00:02:44.640 And so we also want to be mindful of that, 61 00:02:44.640 --> 00:02:46.530 as we do expect some of these things to get more 62 00:02:46.530 --> 00:02:47.850 and more cost-effective, 63 00:02:47.850 --> 00:02:49.890 which then just increases the ROI for us. 64 00:02:49.890 --> 00:02:53.340 So when you think about scale, I think '25, '26, 65 00:02:53.340 --> 00:02:55.680 we're gonna see new business models emerge 66 00:02:55.680 --> 00:02:58.175 and your differentiation is gonna be different. 67 00:02:58.175 --> 00:02:59.880 So I would challenge us all to think about, 68 00:02:59.880 --> 00:03:01.890 where's your value prop in the future? 69 00:03:01.890 --> 00:03:03.690 I don't know if it's gonna be 2025, 70 00:03:03.690 --> 00:03:07.140 but I think they're getting really close with humanoids 71 00:03:07.140 --> 00:03:10.050 being able to tackle really complex tasks 72 00:03:10.050 --> 00:03:11.760 with finger dexterity and whatnot, 73 00:03:11.760 --> 00:03:13.350 and that's gonna be a game changer 74 00:03:13.350 --> 00:03:15.660 for quality productivity, so many things. 75 00:03:15.660 --> 00:03:19.118 Well, I want to thank everybody for their insights. 76 00:03:19.118 --> 00:03:22.307 Seems that 2025 is a turning point. 77 00:03:22.307 --> 00:03:24.960 So let's regroup early in '26 78 00:03:24.960 --> 00:03:28.833 to see if we've moved the needle in terms of value creation.