Shift: A podcast about mobility

Latest Episodes:

Kurt Kelty breaks down GM’s EV battery strategy Jul 27, 2025

Show notes

Kurt Kelty, vice president of battery, propulsion and sustainability at General Motors, discusses a flurry of recent battery developments that underscore the automaker’s long-term electric vehicle outlook.

They include a new foray into energy storage systems alongside Redwood Materials, for which GM will provide both new and second-life batteries, production plans for lithium iron phosphate batteries with Ultium Cells in Spring Hill, Tenn., and work on a lithium manganese-rich chemistry.

Kelty, a Tesla veteran, also talks about his time building Tesla’s Gigafactory with JB Straubel and Elon Musk, and why it was so important that the upstart make its own battery cells.

Factorial Energy’s Siyu Huang on bringing solid-state batteries from the lab to roads Jul 20, 2025

Show notes

Siyu Huang, founder and CEO of Factorial Energy, provides updates on the company’s ongoing work with Stellantis, Mercedes-Benz and Hyundai, and details the company’s efforts in developing solid-state batteries that allow for much faster electric vehicle charging times.

She discusses what the end of federal tax credits will mean for EV sales and the expected trickle-down fallout on battery startups.

Further, Huang explains why Factorial pursues both semisolid and solid-state battery innovations, how the company is using artificial intelligence in those efforts, and describes which will be tested in a fleet of Dodge Daytonas next year.

Redwood Materials’ Cal Lankton Gives Old EV Batteries New Life Jul 13, 2025

Show notes

Lankton, chief commercial officer at Redwood Materials, details why the company just opened its Redwood Energy business unit and how it is repurposing used electric-vehicle batteries in energy storage systems.

He discusses Redwood’s first major project, a system that utilizes more than 700 used EV battery packs that’s already the largest microgrid in North America. That system powers an AI data center at a Redwood facility in Sparks, Nevada.

Further, Lankton explains the economics behind repurposing, and how it fits alongside Redwood’s traditional recycling business.

Michael Dunne shares China’s playbook for automotive supremacy Jul 06, 2025

Show notes

Michael Dunne, CEO and founder of advisory firm Dunne Insights, details how Chinese automotive startups like BYD asserted dominance over Detroit’s legacy carmakers.

He explores Ford CEO Jim Farley’s effusive praise of Chinese automakers during the recent Aspen Ideas Festival and the difficulty legacy automakers have in keeping pace with clean-sheet tech startups.

Finally, Dunne discusses a workaround that American consumers might utilize in purchasing Chinese EVs and avoiding high tariffs – buying lightly used vehicles from a Mexican dealership just across the border and then driving them into the U.S.

Lyft off: Jeremy Bird details the ride-hailing network’s role in the robotaxi future Jun 29, 2025

Show notes

Jeremy Bird, executive vice president of driver experience at Lyft, explains how the company is working with Mobileye, May Mobility and others to launch robotaxis in the near term.

He explores the complementary and competitive aspects of relationships between ride-hailing networks and self-driving tech providers, and the pricing differences between human-driven and automated rides.

Further, Bird addresses how Lyft’s human drivers feel about their jobs in an environment when self-driving technology is becoming a reality in several American cities.

J.D. Power’s Kathleen Rizk and Lisa Boor warn of driver-assist ‘identity crisis’ Jun 22, 2025

Show notes

Kathleen Rizk, senior director in J.D. Power’s global automotive practice, and Lisa Boor, senior manager in the firm’s mobility benchmarking unit, address consumer confusion in the realm of driver-assist systems.

They detail their latest consumer surveys, which reveal motorists do not find many driver-assist features useful and are unsure if these systems benefit safety or convenience.

Rizk and Boor explore what that means for automakers, which have invested billions developing automated driving systems and intend to derive subscription revenue from next-generation technology.

Further reading on that topic can be found here.

As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model Jun 15, 2025

Show notes

From his time inside a robotaxi startup, Alex Roy knows what it really takes to build a business around self-driving technology.

The venture-capital partner, business advisor, podcast host and founder of the Human Driving Association examines Tesla’s pending robotaxi launch in Austin, Texas, and discusses whether robotaxis can become a profitable business.

He further discusses the capability of Tesla’s “Full Self Driving” software, considers Waymo’s head start and details the four companies he believes have the potential to become long-term leaders in automated driving.

MIT’s Bryan Reimer proposes a rethink on highly automated driving Jun 08, 2025

Show notes

The founder and co-director of MIT’s Advanced Vehicle Technology Consortium, Bryan Reimer, says the auto industry has been distracted by the allure of highly automated driving and should place short-term focus on developing smarter collaborations between motorists and machines.

Reimer further explores the nuances involved in distracted driving discussions and the business models associated with fully autonomous driving. Finally, as the Advanced Vehicle Technology Consortium marks its 10th anniversary, he details the state of transportation research at a time of precarious federal funding.

LG Energy’s Bob Lee navigates toward a sustainable future for the battery industry Jun 01, 2025

Show notes

Bob Lee, the North American president of LG Energy Solution, details how the ongoing tariff turmoil has both helped and hindered the company’s long-term planning efforts.

He details how the company’s decision to invest in a variety of battery chemistries, produced at eight different North American factories, has brought a growing number of interested customers, despite a more tepid electric vehicle market. Further, he discusses what happens next now that LG has bought General Motors’ stake in a former joint venture.

Magna’s Steven Jenkins underscores why Tier 1s still matter in the age of software-defined vehicles May 25, 2025

Show notes

Steven Jenkins, vice president of technology strategy at Magna Electronics, discusses how partnerships with the likes of Nvidia spur progress and sophistication in driver-assistance systems.

Further, he explains how suppliers remain central in the commercialization of vehicles while working with tech companies and traditional automakers.

Finally, he offers firsthand observations on China’s automated-driving future, and shares thoughts on how Western carmakers can keep pace.