Shift: A podcast about mobility
On Shift: A podcast about mobility, Automotive News tech and innovation team leader Pete Bigelow takes an optimistic yet skeptical eye at the new tech and business models planned for the auto industry. Shift is a production of Automotive News, the leading publication covering the auto industry. Check out our reporting online at autonews.com/shift and follow us on Twitter @Automotive_News.
Shift: A podcast about mobility
Itay Michaeli: Autonomous vehicles will gain traction at CES
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Automotive News
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Itay Michaeli, senior U.S. automobile analyst at TD Cowen, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how industry experts increasingly feel that the arrival of autonomous vehicles is just a matter of time, a shift enabled by better and lower-cost hardware, improved software and lessons learned from past struggles.
Michaeli also explains why he is expecting new partnerships in the robotaxi space at CES 2026.