Shift: A podcast about mobility

Latest Episodes:

Alex Oyler: Starting fresh is easier than merging old and new on SDVs May 03, 2026

Show notes

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.

BCG's Eric Jesse: Automakers have bailed on alternative powertrains too soon Apr 26, 2026

Show notes

Eric Jesse, managing director at Boston Consulting Group, joins Automotive News deputy editor and electric vehicles reporter Lindsay VanHulle on the “Shift” podcast to talk about how automakers can find “white space” to win in different powertrain segments.

He also says some automakers have taken themselves out of the game too soon by abandoning alternative propulsion methods.

Stephan Keese: ADAS features at risk from helium shortage Apr 19, 2026

Show notes

Stephan Keese, senior partner at Roland Berger North America, joins Automotive News tech and innovation reporter Molly Boigon on the “Shift” podcast to talk about how the Iran war is constricting the supply of helium used to manufacture for manufacturing semiconductors.

He also says the shortage may push automakers further towards internal combustion engines and hybrids because they contain fewer advanced electronics that require chips.

NTSB's Kristin Poland: ADAS advertising does not reflect reality Apr 12, 2026

Show notes

Kristin Poland, deputy director of the National Transportation Safety Board’s Office of Highway Safety, joins Automotive News tech and innovation reporter Molly Boigon on the “Shift” podcast to talk about why the board began its investigation into Ford BlueCruise.

She also explains how the auto industry is misleading consumers about advanced driver-assistance systems through marketing.

John Bozzella: Kill the gas tax Apr 05, 2026

Show notes

John Bozzella, the CEO of the Alliance for Automotive Innovation, joins Automotive News tech and innovation reporter Molly Boigon on the “Shift” podcast to talk about why the Alliance is calling for eliminating the government’s 18.4-cent-per-gallon gas tax.

He also explains what the federal government should be doing to encourage the development of alternative powertrains.

Aumovio's Dennis Fritsch: Braking innovations are key to safety Mar 29, 2026

Show notes

Dennis Fritsch, the executive vice president of the safety and motion division at Aumovio, joins Automotive News managing editor Jerry Hirsch on the “Shift” podcast to talk about how the company is eliminating the need for hydraulics with dry braking.

He also explains why electric vehicles offer some advantages for incorporating new safety technologies.

Ali Kani: Nvidia’s multipronged automotive strategy Mar 22, 2026

Show notes

Ali Kani, vice president of automotive at Nvidia, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how automakers can pick and choose parts of Nvidia’s automotive business, including training and simulation tools.

He also explains why automakers might choose a graphics processing unit-based system despite the additional power draw.

Bosch's Mohammad Fatouraie: How suppliers adapt to lower-than-expected EV sales Mar 15, 2026

Show notes

Mohammad Fatouraie, director of the engineering and power solutions division at Bosch, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how suppliers plan for scenarios such as lower-than-expected sales volumes for electric vehicles.

He also explains the extent to which partners and customers are willing to work within the constraints of standardized packaging and design for components that can be used across powertrains.

Vehicle connectivity explained: How cars connect to the Internet Mar 08, 2026

Show notes

“Shift” podcast co-host Molly Boigon gets help from Mike Quinn, managing director and partner with Boston Consulting Group, to explain how vehicles connect to the Internet.

She and Jake Neher, the executive producer of audio at Automotive News, discuss how vehicles rely on a cellular module that will need to be swapped out as generations of the cellular network are sunset.

Lei Xing: The Chinese vehicle threat is overblown Mar 01, 2026

Show notes

Lei Xing, an independent analyst and consultant on the Chinese auto industry, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how Chinese vehicles entering the U.S. would likely not initially compete in the most profitable U.S. segments, such as pickups.

He also explains why the Chinese automakers Geely and BYD are best positioned to enter the U.S.

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