Hi, everybody. Welcome to Shift, a podcast about mobility. I'm Pete Bigelow, your host and reporter at the Automotive News.

Today I'm talking with two guests from Nero, which I think is one of the most intriguing companies in the self-driving tech space.

I'll soon be joined by Chief Operating Officer Andrew Chapin and Vice President of Engineering Tilo Schwartz.

But first, we've got to look at this week's headlines from the Mobility Sphere.

And for that, I am joined by my automotive news colleague, John Irwin. John, welcome to the

shift podcast. How are you today? Doing well. Thanks for having me, Pete. So, John, we're a couple

days now into the Trump presidency. And the president says he plans to implement 25% tariffs on

incoming goods from Canada and Mexico by February 1st, which

were about a week away from. You cover supplier innovation for us here at Automotive News.

So I'm curious, how is this reverberating throughout the supplier world? What's the effect on the automotive supply chain?

Yeah, a lot of suppliers are kind of waiting with bated breath to see what the details are

going to be. Right now, you know, the president said 25% tariffs are coming on Canada and Mexico,

like you said, by February 1st. But there are no details as the industry is waiting for those.

A lot of companies, especially in the supply chain, are really telling the president, telling

the White House, we need like a long platform here to really, you know, sort this through.

I mean, there's immediate tariffs sort of seem like the worst case scenario for a lot of suppliers

because, you know, if there are 25% tariffs that come into effect immediately on imported

goods, it's very, very difficult and it takes a long time years, really, for supply chains

to move around.

The automotive supply chain is incredibly complex.

It's been built up in North America,

really since the mid-60s, since the U.S.-Canada Auto Pact, especially since the 90s with

...