The auto industry—one of the most ubiquitous industries on the planet—is undergoing a transformation that’s never been equaled in its century-plus history. The twin forces of electrification and automation are upending competitive landscape, capital markets, commodities, and the world around us. In a four-part special series, we explore these massive changes and what they mean for investors, companies, and consumers. In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete rethinking of how are designed, engineered, and built. Those changes, in turn, require massive shifts in supply chains, labor pipelines, and corporate organization.