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The McKinsey Center for Future Mobility’s Bold Claims About the Coming AV Revolution

Zag Talk · 2026-05-21 · 47 min

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Episode notes

As the world transitions to autonomous mobility, consumer uptake rests on four core pillars: affordability, accessibility, safety and sustainability. In a bold new report, Ani Kelkar and Darius Scurtu, from our partners at the McKinsey Center for Future Mobility , argue that AVs will perform so well, that they will in fact be deflationary, driving down the cost of transportation and disrupting car ownership. In today’s podcast, Jonah Bliss chats with Ani and Darius, as they get into why they think this is the moment that robotaxis truly take off. And the three of them dive into the tricky downstream effects that could come along for the ride: would cheaper mobility just mean endless congestion? Are voters and policymakers ready for these sorts of massive changes? Also in the episode, Jonah, Greg and Athena analyze Q1’s financial reports, assess Lime’s pending IPO, discuss all the latest American transport trends headed to Europe and celebrate riding the D. Listen in! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit

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