This document discusses the mobility revolution towards zero emissions, zero accidents, and zero ownership. It notes that cities are growing rapidly, decreasing vehicle ownership. Car usage is also declining as people would rather work or use their phones than drive. The mobility revolution will see all transportation become electric, autonomous, and on-demand by tomorrow. It highlights Tesla's success in electric vehicles and lists many automakers' electric models. Autonomous vehicle development is also accelerating, which could eliminate accidents as humans are the main cause. By 2025, people may rely on driverless mobility-on-demand instead of owning cars. Major automakers now see themselves as mobility companies in this new ecosystem.

1. @LNeckermann 1
The Mobility Revolution:
Zero Emissions, Zero Accidents, Zero Ownership
Liverpool, 16 June 2016

2. @LNeckermann 2
Our cities are growing by the hour

3. @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”

4. @LNeckermann 4
We are losing our love for driving
Peak Car? Kilometers driven per capita

5. @LNeckermann 5
Our Reality: We would rather be working (or eating, or texting).

6. @LNeckermann 6
A Short History of The Mobility Revolution
Tomorrow: all mobility is electric, autonomous and on-demand.
The Mobility Revolution is here.

7. @LNeckermann 7
Zero Emissions reality check for OEMs: Tesla outsells its competitors

8. @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

9. @LNeckermann 9
Zero Accidents: autonomous vehicle development accelerating, too

10. @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

11. @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

12. @LNeckermann 12
Corporate Travel: Uber has overtaken Taxis and Car Rental
Source: Certify, Bloomberg

13. @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

14. @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

15. @LNeckermann 15
NEXT Future Transportation for an urban world

16. @LNeckermann 16
The Mobility Revolution:
Zero Emissions, Zero Accidents, Zero Ownership
Liverpool, 16 June 2016