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“I focus most of my work on the future of mobility” || Philipp Kampshoff, Senior Partner, McKinsey & Company

·28 min·1 clip
Kampshoff ties autonomous vehicles to 40,000 fatal U.S. car accidents a year and 30% of greenhouse-gas emissions.
1. Dealer News Today interviews Dr. Philip Kampshoff, senior partner at McKinsey & Company, about “the future of mobility.” 2. Host Derek D introduces Kampshoff as a German-born finance Ph.D. and co-founder of the McKinsey Center for Future Mobilities. 3. The episode asks what McKinsey does when executives need outside counsel on rapid mobility change. 4. Kampshoff says his work covers early-stage disruptors that need help scaling, large disruptors creating new mobility businesses, and incumbent OEMs trying to disrupt themselves. 5. He adds that McKinsey now works with the “ripple industry,” including oil and gas companies, insurers, banks, cities, and logistics firms. 6. He gives examples such as charging infrastructure for gas stations, robo-taxi insurance, EV residual values, smart mobility policy, and depot charging for electric trucks. 7. Kampshoff defines disruption as rapid change in mobility, not a negative label. 8. He names the major shifts as ICE vehicles to electric vehicles, level four autonomous driving, and reduced private car ownership through e-hailing. 9. He says the industry first expected level four autonomy in 2015 to 2016, after a wave of investment. 10. He explains that the field later realized the problem was more complicated than expected and that trucking was once thought to arrive before passenger cars. 11. Kampshoff says robo-taxi players have since made major technical advances and are already driving safely in cities such as San Francisco. 12. He says southern U.S. cities are more likely to unlock autonomy first because snow and weather still limit operations in northern markets. 13. He names Waymo, owned by Alphabet, and Cruise, closely affiliated with GM, as companies already operating in San Francisco. 14. He says Waymo announced operations in Austin and Cruise announced Houston, showing Texas is entering the rollout. 15. Kampshoff argues that EVs support safety, since he cites 40,000 fatal car accidents a year in the U.S. and names intoxicated driving, speeding, and distracted driving as the biggest drivers. 16. He also says transportation accounts for 30% of U.S. greenhouse-gas emissions and that robo-taxis could give people back the hour per day they spend in cars. 17. The interview keeps a conversational, executive-to-executive tone, with Derek D asking follow-up questions about insurance, autonomy, Texas, and charging. 18. Kampshoff answers in a measured, practical style, often moving from a general trend to a concrete example like Houston, Austin, or San Francisco. 19. People tracking EV adoption, autonomy, and mobility strategy would likely get the most value from this episode. 20. Listeners wanting a deep technical debate on sensor stacks or regulation may want a faster, narrower discussion.

As heard by us

A clear, grounded look at autonomous driving's safety progress, business challenge, and mobility promise.

Autonomous driving comes through as a practical lesson in the gap between tidy forecasts and messy streets. The episode follows the guest, a senior partner at McKinsey & Company and co-founder of the McKinsey Center for Future Mobilities, as he revisits the early belief that…

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Why you'd press play

You want the cleanest route from autonomous trucking assumptions to robo-taxis, with the money question waiting behind the technology.

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