Shift: A podcast about mobility · Automotive News

EY's George Lenyo: Consumers are willing to pay for software subscriptions

January 18, 2026·21 min·1 clip
EY's George Lenyo shares data showing 70% of consumers will pay extra for safety and navigation in software-defined vehicles.
This episode of Shift features an interview with EY's George Lenyo, discussing AI's impact on autonomous vehicles, consumer willingness to pay for tech, and CES 2026 trends, alongside analysis of US auto tariffs and Chinese competition.

As heard by us

A focused automotive discussion on how AI, compute, and industrial strategy are pushing autonomy toward practical use.

This episode frames artificial intelligence as a practical force in an automotive industry reshuffling its priorities. Molly Boygon's conversation with George Lenyo, EY's America's Automotive Leader, centers on how new compute power is bringing autonomous-vehicle technology…

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Why you'd press play

You want to know why AI, robotics, and autonomy are pulling attention away from EVs? Start here.

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