Itay Michaeli, senior U.S. automobile analyst at TD Cowen, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how industry experts increasingly feel that the arrival of autonomous vehicles is just a matter of time, a shift enabled by better and lower-cost hardware, improved software and lessons learned from past struggles.

Michaeli also explains why he is expecting new partnerships in the robotaxi space at CES 2026.