Shift: A podcast about mobility · Automotive News

Itay Michaeli: Autonomous vehicles will gain traction at CES

December 28, 2025·14 min·1 clip

The analyst shares that industry consensus has shifted: AVs are now 'a matter of when, not if' thanks to AI solving stubborn corner cases.

Automotive News reporter Molly Boygon interviews TD Cowen senior analyst Itay Michaeli about what to expect in automotive technology at CES 2026. They discuss why autonomous vehicle and robo-taxi announcements are still heating up despite past setbacks, how AI is solving key technical challenges, and the economic and societal implications of AV adoption.

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