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(upbeat music)
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Hello everyone, I'm Vanessa Lyon.
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I'm a managing director
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and senior partner at Boston Consulting Group,
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and I've been working at the crossroads of technology
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and automotive and mobility over the past 15 to 20 years,
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and I'm happy to be with you today
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to discuss this pressing topic.
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The story behind this panel is that
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we had several heated conversations about the value
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that's coming from GenAI
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and so we figured, why don't we have this debate altogether
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with this distinguished panel?
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Carrie, I will start with you.
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What do you see in automotive?
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Where is the value and in what timeframe?
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So what's really moving over the next year or two
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is things like marketing, so content generation,
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being able to drive better marketing ROI,
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everything customer service.
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So being able to unlock insights
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from that unstructured data,
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drive better experience for drivers
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and consumers at the full end future of autonomous driving,
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what in-car assistance looks like that is fully predictive,
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and really what does that experience definition
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look like in the future?
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I think that's the space where new value pools will emerge.
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We identified a software coding assistant
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as a great application for us.
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The reason is we have a quite a few software engineers
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in the company.
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We wanted to be impactful,
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and this looked like a,
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what we were seeing in the industry was a very sure thing
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to get a productivity boost and get job satisfaction.
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And it also had a lot of leverage within the company.
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We knew that if we implemented it, it would affect
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a lot of people and bring about a lot of benefits.
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And what's happened over this past year
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is we were talking about Agentic AI is the unstructured
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data. So how much unstructured data do you have?
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How many learning systems do you have?
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How much product content information
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do you have across your business?
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How much financial information
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do you have in different places?
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We're partnering across the whole company to look at,
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where are there opportunities to drive efficiency
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and put agents in place?
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Those hours, whether it's 30%, 40% of engineering time,
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is now investing in other areas
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to bring value to the business
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and bring value to the market.
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I think we've hit a tipping point
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where we're gonna see that happen in 2025.
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The cost curves are coming tremendously down.
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And so what might not work today, I think, quickly,
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we are finding will work in the future.
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And so we also want to be mindful of that,
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as we do expect some of these things to get more
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and more cost-effective,
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which then just increases the ROI for us.
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So when you think about scale, I think '25, '26,
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we're gonna see new business models emerge
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and your differentiation is gonna be different.
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So I would challenge us all to think about,
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where's your value prop in the future?
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I don't know if it's gonna be 2025,
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but I think they're getting really close with humanoids
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being able to tackle really complex tasks
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with finger dexterity and whatnot,
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and that's gonna be a game changer
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for quality productivity, so many things.
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Well, I want to thank everybody for their insights.
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Seems that 2025 is a turning point.
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So let's regroup early in '26
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to see if we've moved the needle in terms of value creation.