We are in the early stages of a massively disruptive shift to electric, connected, shared (“uberization”) and self-driven vehicles. Over the next ten years, the digitization of the transportation of people and goods has the potential to create $11.4 Trillion of economic value globally. During the same time, $6.4 Trillion of value is migrating to other stakeholders, resulting in a net present value of $5 Trillion. The underlying economic model integrates over 450 effects from numerous academic and industry studies into a comprehensive financial model that describes the flow of money between the potential “winners and losers” of this transformation of road transportation.
This presentation highlights key results of the study to assist business leaders and policy makers with their innovation, investment and partnership strategies to secure the benefits and minimize the collateral damage from the imminent disruption of the transportation industry.