Special episode: McKinsey at CES 2026 - The McKinsey Podcast Recap

Podcast: The McKinsey Podcast

Published: 2026-01-09

Duration: 6 min

Summary

In this special episode, the McKinsey Podcast dives into key insights from the Consumer Electronics Show 2026, focusing on human capabilities in innovation, advancements in AI applications, and the evolving landscape of robotics. The discussion highlights the importance of creativity, cost management, and ecosystem development for business leaders.

What Happened

Lucia Raheli and Roberta Fasaro opened the episode by addressing the pressing question of what business leaders should focus on regarding innovation in consumer electronics this year. They highlighted Bob Sternfels, McKinsey's global managing partner, who emphasized that humans uniquely possess the abilities to aspire, set parameters, and think creatively. This discussion set the tone for the exploration of how these human traits can drive innovation in an increasingly AI-driven world.

The conversation then shifted to real-world applications of AI as noted by senior partner Bill Wiseman. He remarked on the collaboration between quantum companies and advanced compute firms, particularly in solving complex problems like drug discovery through physics simulations. Additionally, Wiseman illustrated the practical uses of AI, such as an LLM controlling a surgical robot, which was demonstrated during a live spine surgery on a dummy. This showcased the advancements in AI while also highlighting the significant focus on reducing the cost of advanced computation, particularly the cost per token.

As the discussion unfolded, Stephen Fuchs, another senior partner at McKinsey, pointed out the need for creating systems that can support the transition to AI at scale. He noted that while exciting use cases are abundant, the challenge remains in developing ecosystems that can deliver value effectively. Meanwhile, Martin Kellner shared his astonishment at the advancements in mobility at CES, particularly with assertive robo-taxis and the expectations for commercial deployment in various cities. He stressed that industry leaders must focus on customer traction, operational efficiency, and building strategic partnerships to thrive in this evolving landscape.

The episode wrapped up with Wiseman's insights on humanoid robots, predicting that we will see more dynamic demonstrations of these technologies in the coming year. He underscored the importance of safety in robotics, a critical area that remains unresolved but is essential for broader acceptance and utility in society. Overall, the episode captured the excitement and challenges facing business leaders in the consumer electronics space, driven by rapid technological advancements and the need for human-centric strategies.

Key Insights

• Human capabilities like aspiration and creativity are crucial for innovation.
• Real-world AI applications are making significant strides in fields like healthcare.
• Cost management in advanced computing is becoming increasingly important.
• The development of ecosystems for AI implementation is essential for scaling solutions.

Key Questions Answered

What unique human capabilities are essential for innovation?

Bob Sternfels emphasizes that humans can aspire, set parameters, and think creatively. Aspiration is highlighted as a uniquely human capability that involves setting the right aspirations and fostering belief in those aspirations among others. These human traits are vital in guiding innovation, especially in a world increasingly influenced by AI.

What are some practical applications of AI showcased at CES 2026?

Bill Wiseman discussed various real-world AI applications at CES, including partnerships between quantum computing and advanced compute companies to tackle challenges like drug discovery through molecular simulations. He also highlighted an example of an LLM controlling a surgical robot, demonstrating the potential for AI in healthcare, particularly in complex surgical procedures.

How is the cost of advanced computing being addressed?

Wiseman pointed out that this year's CES focused on reducing the cost of advanced computing, specifically the cost per token. Discussions revolved around understanding what drives advanced per-token costs and how data centers can be configured differently to enhance service levels and reduce overall expenses, which is crucial for the proliferation of advanced computing technologies.

What challenges exist for scaling AI solutions in businesses?

Stephen Fuchs raised concerns about the lack of conversation around the systems needed to support AI scaling. He noted that while there are exciting use cases and pilots, the real challenge lies in transitioning existing workflows and workforces within companies. Creating a cohesive ecosystem that allows for value extraction at scale is essential for successful AI integration.

What advancements in robotics were highlighted at CES 2026?

Martin Kellner discussed the impressive mobility advancements he witnessed at CES, particularly the assertive performance of robo-taxis in adverse weather conditions. He noted that the industry is moving towards commercial deployment and large-scale operations, which requires a focus on customer traction, operational efficiency, and forming partnerships. Additionally, Bill Wiseman highlighted the need for safety in robotics, an area that remains a significant concern as humanoid robots become more prevalent.