Shift: A podcast about mobility CES: BCG’s Augustin Wegscheider | Mobileye’s Shai Shalev-Shwartz (Episode 283)
Jan 12, 2025
Augustin Wegscheider, an analyst at Boston Consulting Group, shares insights on the latest auto-tech trends showcased at CES. He highlights the competitive landscape between U.S. and Chinese automakers and the hurdles they face in innovation. Shai Shalev-Shwartz, CTO of Mobileye, reveals the company's ambitious timeline for autonomous vehicles, discussing advancements in driver assistance and the ongoing evolution towards self-driving technology. Together, they navigate the complexities of safety standards and the exciting future of robotaxis.
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Episode notes
Mellow CES
- Automakers are present at CES 2025, but their physical vehicle presence is less prominent.
- The true innovation in tech isn't significantly new this year.
Robotaxi Consolidation
- The robotaxi field has narrowed significantly in recent years.
- Few companies remain as serious contenders, leading to concerns about market dominance.
Subdued EV Presence
- Electric vehicle (EV) presence at CES is subdued, possibly due to political transitions and market uncertainty.
- Automakers seem hesitant to overcommit to EV production given fluctuating demand.