Mobility Revolution How AI, EVs, Robotaxis, and New Modes Radically Transform the Ecosystem

Part I: Mobility Space Facing a Broad Range of Deep Disruptions  1: Introduction to Part I  2: The Technology Tsunami  3: Geopolitics, Global Trade, and the Rise of China  4: Regionalization of Customer Expectations and Market Fragmentation  5: Revisiting the Industry’s Operating Model, Leveraging the Ecosystem  6: Accelerated Rate of Disruptions and Options to Navigate Them  Part II: Towards an Electric Future: A Profound and Far-Reaching Transformation  7: Introduction to Part II  8: Incremental Options to Full Electrification: from HEV to BEV and FCEV  9: Batteries, Motors, and Power Electronics: Technology and Supply Chains  10: The Charging Infrastructure: A Crucial Part of the Ecosystem  11: Toolbox to Address Climate Change, Competitiveness, and Sovereignty  12: OEMs Navigating in Uncertain Clean Mobility Territory  13: The Need for Stable Public Policy and Regionalized Supply Chains  14: BYD: Profile of a Leader  Part III: Assisted and Autonomous Driving: Safety, Convenience, and Driverless Mobility  15: Introduction to Part III  16: A Brief History: From Cruise Control to Robotaxis 17: SAE J3016: A Taxonomy for Assisted and Autonomous Driving 18: ADAS: Aiming for Increased Safety and Convenience 19: Autonomous Driving: A Complex, Yet High Value Challenge   20: A Rich Ecosystem to Support Assisted and Autonomous Driving  21: Regulatory Framework: Prioritizing Innovation or Safety  22: Robotaxis and Shuttles: The Rise of Driverless Urban Mobility  23: Autonomous Trucks: The Potential to Transform Freight and Logistics  24: Carmakers’ Foray into Shared and Privately Owned Autonomous Vehicles  25: Scaling and the Broader Impact of AVs on Mobility and Society  26: Waymo: Profile of a Leader  Part IV: AI, SDV, Software, and Connectivity: Efficiency, New Features, and More  27: Introduction to Part IV  28: Software: Automotive’s Lifeblood  29: SDV then AIDV: Unlocking Opportunities Across the Lifecycle  30: Artificial Intelligence: Revolutionizing the Complete Value Chain  31: A Profound Transformation for Ecosystem-Wide Benefits  Part V: Technology and Changing Behaviors Leading to New Mobility Paradigms  32: Introduction to Part V  33: Declining Interest in Car Ownership and Aging Vehicle Fleets  34: The Rise of Shared Modes across Mobility  35: Improving Urban Mobility: A Multi-Pronged Approach  36: Active Transportation and Micromobility Now Integral to the Mix  37: Last-Mile Delivery: A Multi-Modal Transformation  38: Autonomous Mobility: Societal Impact, Scaling via Ride-Hailing  39: Advanced Air Mobility: eVTOLs Will be Part of the Mix  Part VI: Challenges and Opportunities for Mobility and the Auto Industry  40: Introduction to Part VI  41: Global Power Shift Among Regions  42: Competition and Collaboration Across the Ecosystem  43: Paths Towards a More Level Playing Field across the Globe  Epilogue: A Future of Electric, Autonomous, and Shared Mobility

Biography

Marc Amblard is the founder and Managing Director of Orsay Consulting, a boutique advisory firm based in San Francisco. His various services are exclusively focused on autotech and the future of mobility. He advises global corporate clients — carmakers, automotive suppliers, engineering companies, and others — as well as startups and venture capitalists based across the USA, Europe, and Japan. Before moving to Silicon Valley in 2017, Marc Amblard worked at two carmakers, a major automotive supplier, and a global rail industry leader in Europe and the U.S.

“Marc Amblard's Mobily Revolution lays out the essential learning framework to understand automated vehicles. Notably he approaches the topic not just from a technical angle, but also from a business and cultural perspective as well. If you want to understand how the pieces fit together, this is a great guide.” Reilly Brennan, Partner, Trucks Venture Capital

“The transformation underway in the mobility industry is massive, complex, and immediate. In Mobility Revolution, Marc delivers a thoughtful and comprehensive examination of the technological, geopolitical, consumer, and business forces driving this change. The result is an essential guide for industry practitioners, entrepreneurs, investors, and anyone seeking to understand one of the most significant generational disruptions ahead. Marc, thank you for providing such a valuable resource to the entire mobility ecosystem!" Jeffrey Chou, Founder & CEO, Sonatus

“Electrification is reshaping transport and heavy mobility, turning bold ideas into real progress. Yet true transformation demands not just technology, but also resilient infrastructure, accessible charging, and affordable low-carbon energy. Mobility Revolution provides a rigorous analysis of this transition, supported by well-documented, deep insights on the key drivers. It is a valuable compass to help build a future where sustainable mobility becomes a shared and global opportunity.” Mehdi Ferhan, Head of Powertrain Technology, Volvo Group  

“What makes Marc Amblard compelling is his unique blend: a European living in Silicon Valley, a sharp observer of the automotive and mobility industries with hands-on experience, a strong appetite for new technologies, and a rare ability to clearly and subtly analyze the profoundly and fast changing mobility space. Mobility Revolution is a comprehensive yet detailed, highly credible reference on the transformation of mobility. A must-read!” Michel Forissier, former Chief Engineering and Marketing Officer, Valeo

“For carmakers, the 21st century has been anything but stable. Rapidly evolving technologies and uncertainty about consumer demand and government policy have made long-term strategic planning nearly impossible. New entrants, supply chain interruptions, changing trade rules, and the rise of Chinese manufacturing all added to the chaos. Marc Amblard masterfully synthesizes how the industry is navigating these challenges, and what it means for the future of mobility.” Michael Granoff, Founder & Managing Partner, Maniv

“In Mobility Revolution, Marc Amblard dissects the green transition and the race towards strategic autonomy. He analyses China’s dominance in the batteries supply chain, including recycling, whereas the EU vows circularity and localization to reduce waste and secure resources and jobs. Yet by allowing imports made of Chinese recycled materials, the EU entrenches its dependence — a striking paradox at the heart of its strategy.” Ali Kassaï Koupaï, former Executive VP, Product & Programs, Renault Group

“Marc Amblard knows intimately the future mobility landscape. His book, Mobility Revolution - How AI, EVs, Robotaxis, and New Modes Radically Transform the Ecosystem, tracks the sweeping changes that continue to rock the world, from autonomous driving to advanced air mobility. Amblard explores the technologies underpinning new mobility, including the rise of software-defined vehicles and the increasing ubiquity of artificial intelligence. He also weighs the geopolitical shifts and regulatory frameworks that will shape future mobility.” Paul Lienert, Co-Author, China Takes the Wheel

“In Mobility Revolution, an ambitious and timely book, Marc Amblard delivers a clear-eyed exploration of the profound disruptions reshaping the automotive industry. From electrification and autonomous technologies to geopolitical tensions and their implications for global mobility, he captures the full scope of today’s mobility revolution. With a didactic and accessible approach, this book helps a broad audience understand the forces redefining mobility worldwide.” Alexandre Marian, Partner & Managing Director, AlixPartners

“A must-read for anyone seeking to understand the Mobility Revolution and where it’s headed. This book offers a clear look at Silicon Valley’s influence on innovation and how AI, autonomous driving, and global supply chains are changing the mobility landscape and reshaping the future.” Mehul Udani, Vice President, Corporate Technology & Innovation, MuRata

“Mobility Revolution captures the industry’s most consequential transformation in decades. Marc Amblard makes clear that autonomy and AI are not standalone breakthroughs — they rely on a rich ecosystem powered by software, data, and high-precision maps. As vehicles become increasingly AI-defined, trusted location intelligence becomes strategic infrastructure. Marc’s analysis is sharp, global, and grounded in execution. A must-read for automotive and technology leaders shaping the future of mobility.” Corinne Vigreux, Founder & Chief Marketing Officer, TomTom