Is Europe hopelessly behind in autonomous driving, or should it skip the race altogether? Lukas Neckermann thinks both camps are wrong.
If the driving software comes from California, China or Israel, what actually stays in Europe? Who earns the money, who employs the people, and who owns the fleets?
Lukas coined the term “mobility revolution” more than ten years ago, built on three zeros: zero emissions, zero accidents, zero ownership. He started his career at BMW and Allianz, has written four books on mobility and cities, co-founded PAVE Europe and the Urban Places Lab, and runs Neckermann Strategic Advisory in London.
In this episode:
Why Europe’s path is an extension of public transport, not a substitute for it
Why one type approval framework beats a patchwork of US city permits
Why most robotaxi revenue sits in fleet management, not software
Why banks and lessors are still on the sidelines
What has to be true by October 2027 for Europe to win
Chapters 00:00 Intro 02:11 Why both camps are wrong: Europe’s own path 07:44 Regulation as a head start, and why pilots die 12:22 Oslo and the public transport playbook 14:45 Where the money really stays: orchestration and insurance 19:37 The vertical integration myth and the hidden labor behind robotaxis 25:14 Who will own the fleets: banks, lessors and residual values 28:34 Serving the suburbs: regulation, ride pooling and mobility deserts 34:13 Europe in 2027 and 2030, and where to meet Lukas
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