The Fleet

How AI and Autonomy Are Redefining Fleet Operations in 2026

Fleets are undergoing a once-in-a-century transformation and the companies leading this shift aren't traditional automakers. In this episode, Philipp Kampshoff, Co-founder of McKinsey's Center for Future Mobility and the Global Co-lead of its Automotive Practice, and Dor Shay, CTO of Element Mobility and Autofleet, break down what's really changing in fleet operations.

You'll discover why $1 trillion in outside investment (94% from tech, not auto) is accelerating innovation faster than anyone predicted, why autonomy:not electrification:will be the true game-changer for fleets, and how simple data integrations are already delivering 70% reductions in downtime.

From MS Paint vehicle repositioning to AI-driven orchestration, from 2,500-mile break-even points to 7,500-mile autonomous futures, this conversation challenges conventional wisdom while offering practical guidance on what to pilot now versus what to wait on.

Whether you're managing a delivery fleet, rethinking charging infrastructure, or just trying to keep up with the pace of change, this episode delivers the strategic perspective and real-world examples you need to stay competitive in 2026.

Chapters:

0:00 - Future of Fleet Management with McKinsey & Element

2:02 - $1 Trillion in Fleet Technology Investment (92% From Outside Automotive)

6:30 - Fleet Manager Strategy for Adopting New Technology

13:38 - Fleet Automation Success Story (From Manual to 70% Less Downtime)

18:26 - Fleet Data Management and Building Your Data Lake

26:52 - Autonomous Vehicles vs Electrification (Which Will Transform Fleets?)

32:39 - Fleet Technology Pilots (What to Test Now vs What to Wait On)

36:49 - Fleet Technology Hype Cycle and What's Overrated in 2026

42:34 - EV Charging Infrastructure and Solving the Fleet Electrification Challenge

49:17 - Fleet Management Advice for 2026 on Innovation and Partnerships

Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.