Shift: A podcast about mobility

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.

Episodes

September 20, 2026 28 mins

Mike Nefkens, CEO of HERE Technologies, joins Molly Boigon, tech and innovation reporter at Automotive News, on the “Shift” podcast.

Nefkens explains how incumbent map companies such as HERE are competing with big-tech upstarts Google and Apple.

Boigon also speaks to Laurence Iliff, who covers Tesla, about what Tesla will have to do to catch up with Waymo in the robotaxi race. 

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Lenny LaRocca, KPMG’s U.S. automotive industry leader, joins Molly Boigon, Automotive News tech and innovation reporter, on the “Shift” podcast.

LaRocca talks about why early predictions of a tariff-driven industrywide meltdown never materialized, and how auto companies adapted to avoid catastrophe.

Boigon and Hannah Lutz, assistant managing editor of content at Automotive News, also discuss BYD’s fast-chargin...

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David Bell, co-founder of Emerald Battery Labs, joins Hannah Lutz, assistant managing editor of content at Automotive News, on the “Shift” podcast.

Bell talks about how sodium ion batteries rely on a plentiful feedstock available in the U.S., but their weight is an impediment to widespread adoption for vehicles. They are a natural fit, however, for another use case: energy storage.

Lutz and Molly Boigon, tech and innovati...

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Bob Lee, LG Energy Solution’s president of North America, joins Jerry Hirsch, managing editor, content, on the “Shift” podcast from the company’s plant in Lansing, Mich.

Lee describes how U.S. policy shifts and slower electric vehicle adoption pushed LG Energy Solution toward batteries for energy storage systems, including those that power artificial intelligence data centers.

He also explains why, despite pol...

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Frank Hanley, senior director of automotive benchmarking for JD Power, joins Molly Boigon, Automotive News tech and innovation reporter, on the “Shift” podcast to discuss the latest APEAL study, which shows how consumers feel about their vehicles after 90 days of ownership.

Hanley explains how overall customer satisfaction is up for the third year in a row, why consumers prefer battery-electric vehicles in many cate...

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Adam Barowy, the principal research engineer for the UL Research Institute’s Fire Safety Research Institute, joins Molly Boigon, Automotive News tech and innovation reporter, on the “Shift” podcast to discuss how automakers can reduce risks surrounding electric vehicle fires by changing how battery packs are manufactured.

Barowy explains how electric vehicles don’t burn all that differently from internal comb...

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John Pelliccio, the global product marketing director for QNX, joins the “Shift” podcast to discuss how vehicle sound systems are becoming more customizable.

Pelliccio explains how QNX is streamlining audio systems to cut costs and give consumers the ability to personalize how they listen to music.

Audio could be the next differentiator between automakers as new sound systems transform consumer experience — but that...

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Andrew Garberson, the head of growth and electric vehicle research at Recurrent, joins Automotive News reporter Molly Boigon on the “Shift” podcast to discuss why EV prices are creeping up.

Garberson explains how EV price appreciation is not the result of a supply shortage, but seems to be a combination of affordability, high gas prices and incoming lease-return supply. 

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Philipp Kampshoff, a senior partner at McKinsey, and Moritz Rittstieg, a partner at McKinsey, join Automotive News reporter Laurence Iliff on the “Shift” podcast to discuss the electric vehicle market and the stakes of range and charging anxiety. 

Kamshoff and Rittstieg also spoke about top consumer concerns when considering an EV and the benefits of the hybrids and extended-range EVs coming to the market.

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Aseem Kapur, chief revenue officer at GM Energy, joins Hannah Lutz, assistant managing editor of content, on the “Shift” podcast. 

Kapur describes GM Energy’s strategy for home and public electric vehicle charging. Kapur also explains how the General Motors subsidiary will capitalize on demand for energy that goes beyond driving a car. He discusses the energy opportunity from AI data centers and how GM EV owne...

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John Heinlein, CMO at Sonatus, joins Molly Boigon, Automotive News reporter, on the “Shift” podcast to discuss the new developments in open-source platforms for software-defined vehicles.

Heinlein also explains how automakers can use vehicle data to predict maintenance issues and avoid recalls, even as software issues continue to beset manufacturers. 

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Nakul Duggal, executive vice president and group general manager for automotive, industrial and robotics at Qualcomm, joins Automotive News reporter Molly Boigon on the “Shift” podcast to discuss how artificial intelligence agents in vehicles will be able to execute financial transactions for drivers.

Duggal explains why he believes Qualcomm is slated to become the top silicon supplier to the auto industry and why he thi...

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Manuela Locarno Ajayi, senior vice president of product engineering at TomTom, joins Hannah Lutz, Automotive News assistant managing editor, on the “Shift” podcast to discuss how artificial intelligence is contributing to real-time mapping with lane-level precision.

Locarno Ajayi also explains how TomTom is building drivers’ trust in AI and how automakers are reacting to the new lane-level mapping.

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Siyu Huang,CEO and founderof Factorial Energy, joins joins Automotive News reporter Molly Boigon on the “Shift” podcast to discuss solid-state batteries for electric vehicles. 

Huang explains why the batteries make EVs lighter and less expensive and how geopolitical tensions play into the batteries’ future. 

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Loren McDonald, CEO of Chargenomics, joins Jerry Hirsch, Automotive News managing editor, content, on the “Shift” podcast to talk about why Ford’s F-150 Lightning underperformed expectations.

He also explains why the automaker’s plans for a midsize electric pickup may hit the sweet spot for some consumers.

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Richard Ward, executive director of the American Vehicle Owners Alliance, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about the debate in Congress over ownership of vehicle data.

He also explains why a coalition of fleets, repair shops and insurers are interested in broadening access to telematics and other information from the vehicle.

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Andrew Chapin, COO at Nuro, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about why he thinks robotaxis won’t become a commodity.

He also explains why Nuro is diversifying its business, including investments in logistics and personal autonomy, amid losses at Lucid, its robotaxi manufacturing partner. 

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Elena Ciccotelli, host of the “EVs For Everyone” podcast, and Stephanie Valdez Streaty, director of industry insights at Cox Automotive, join Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how April’s used electric vehicle sales grew 17 percent year over year.

They also discuss how China is exporting EVs at an increasingly rapid clip.

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Anders Bell, chief engineering and technology officer at Volvo Cars, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how organizational changes at Volvo have helped it accelerate its development of software-defined vehicles.

He also explains how the automaker is localizing operations to keep up with China’s integrated supply chains.

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Alex Oyler, consulting director at SBD Automotive, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about whether traditional automakers can keep up with the pure-play electric vehicle manufacturers on software-defined vehicles.

He also explains how some companies end up stagnant by marrying old and new in the same vehicle.

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