Connected, autonomous, shared, and electric vehicles: That's the future of the auto industry, and every automaker has invested heavily in these CASE technologies to avoid being left behind. But so far, most automakers and suppliers have been disappointed, even when their expectations were conservative. No one doubts that CASE mobility will ultimately remake the auto industry. But what automakers need most now is not a grand dream. They need a clear-eyed look at their own prospects and capabilities, and a plan for navigating the pressures of the next few years. They need short-term realism -- to consolidate their efforts, narrow their focus, and prepare themselves for difficult conflicts as the auto industry heads toward massive change.
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