
“An insightful, technically grounded exploration of the forces reshaping mobility. From electrification and software-defined vehicles to AI, geopolitics, and China’s rise, Mobility Revolution delivers rare clarity and strategic depth. Insightful and forward-looking, it inspires action. A must-read guide for anyone reshaping mobility.“
Michael Huelsewies, SVP, Innovation & Strategic Portfolio Management, CARIAD, VW Group
“Mobility Revolution analyzes the sweeping transformation of mobility, from electrification and autonomous driving to AI and software-defined vehicles. Drawing on deep industry experience, Marc Amblard skillfully connects technology, markets, business models, public policy, and geopolitics shaping the future of mobility.”
Dr. Luc Julia, former Chief Scientific Officer, Renault Group and co-creator of Siri

Preparing for the Mobility Revolution
Based in Silicon Valley, ORSAY CONSULTING
assists clients in making the most of the
mobility revolution and connects
the mobility ecosystem
across the world.
"Mobility Revolution is an encyclopedic book addressing the fundamental and systemic shifts impacting the automotive industry and mobility. Accessible to non-specialists while providing deep analyses, it’s a must-read for all those who want to understand the present in this industry and anticipate its future."
Bernard Delmas, Board Member, Nissan Motor Corp
A Broad Range of Bespoke Services
Advising Both Corporate Clients and Startups
Your Expert Advisor in the Mobility Space
Expertise, Experience and Network in Silicon Valley and Europe




ORSAY CONSULTING is Dedicated to the Mobility Revolution
ORSAY CONSULTING focuses exclusively on the megatrends that are profoundly transforming mobility, i.e. electrification, autonomous driving, shared mobility, connectivity, as well as adjacent fields that enable this revolution. Our proprietary database contains over 3,000 startups across the mobility spectrum.
Based in Silicon Valley, ORSAY CONSULTING advises both corporate clients and startups with bespoke services.

Marc Amblard
Founder & Managing Director
Over 30 years of experience in the mobility space, in both the automotive and the rail industries, in Europe and the USA. Held senior roles in program management, sales, manufacturing, global product planning and corporate strategy. Trusted advisor to both corporations and startups, in the USA and Europe. Passionate about the mobility revolution, its underlying technologies, business models and all those who make it happen.
Mobility Revolution
A Monthly Newsletter on the Future of Mobility and Autotech.
Over 100 Articles Published Since 2016. Over 4,000 Subscribers.
Most recent articles...
U.S. anti-EV policies are widening the competitiveness gap between U.S. automakers and global rivals as EV adoption accelerates in China and Europe while stagnating at home. Reduced ...

U.S. Policies Put Domestic Auto Industry at Risk
May 2026

Who Will Most Benefit from the Accelerating AV Market?
April 2026
Autonomous vehicle deployment is accelerating worldwide, driven by collaborations among OEMs, ADS providers, and ride-hailing platforms. Waymo leads in the U.S., Baidu, Pony.ai., ...

Oil is currently used as a geopolitical weapon, exposing the extent to which the global economy depends on it. The ongoing conflict in Iran is sending oil prices sharply higher and ...
It is Time to Wean Transportation Off Oil Dependency
March 2026
























