AVs, EVs, and the Future of Urban Mobility with McKinsey's Dr. Timo Möller

The mobility sector is at a turning point. Investment is recovering after the correction that followed the 2021 peak, autonomous vehicles are moving from pilots to commercial deployment, and cities around the world are beginning to reshape how people move. For transport leaders, understanding where capital is going and why has never been more important.

In this episode, Dr. Kaan Yildizgoz speaks with Dr. Timo Möller, partner at McKinsey and co-leader of McKinsey's Center for Future Mobility. Timo draws on McKinsey's global research to examine how investor priorities have shifted from growth to profitability, where the next wave of value is forming across autonomous, electric, and shared mobility, and why the pace of electrification looks very different depending on which region you are operating in.

If you are leading or advising a public transport organisation, this episode offers a grounded, data-informed perspective on what is coming, how fast, and where the real opportunities lie between now and 2030.

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Host: Dr. Kaan Yildizgoz

Producer: Mike Cartmel

Executive Producer: Darren Turpin

Special thanks to:

Brand design: Tina Olagundoye