Automakers looking toward the future of their industry might as well be driving from Kansas to Oz, so extreme are the transformations they're likely to find ahead.

"This change will be greater than when we went from buggies to the horseless carriage," says Mark Gottfredson, co-head of the North American automotive and transportation practice and partner with Bain & Company.

"From the habits we have, how we transport ourselves, how the supply chains are going to break down, the great historic companies that will end up failing, and the ones you never heard of that suddenly will be on everybody's tongues, the change will be very dramatic," Gottfredson says.

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