Thanks Jan for all the data. One point perhaps worth making: no industry analyst forecast about trends more than 6 months out has ever been accurate. Remember all the dot-com predictions? All the bandwidth growth predictions? All the AI-takes-every-job-by-2015 predictions? If senior execs in the major auto companies are truly steering into the future based on ideas like “mobility services” then we should all dump their stocks today, because that isn’t how it will go. Cars, for most people, are not a commodity purchase but a self-identity purchase. Hence industry analysts fixated on glossy tech have no real understanding of what motivates people to buy and own an expensive asset that remains idle for more than 90% of its working life. Hint: it’s not mobility per se at all.

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