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

I'm excited to be back today after being gone the past several weeks.

A big shout out to my colleagues Molly Boygan,

Hannah Lutz, who took their turns behind the microphone in my absence. I don't know how you feel about

missing me, but I missed missed you I missed having these conversations

with some of the leading figures in the transportation technology space along

those lines today I am pleased to welcome Mike Ramsey as my guest. Mike is Vice President and

analyst for Automotive and Smart Mobility at Global Technology Research

Fern Gartner. This is his second appearance here on the Shift Podcast.

So I am pleased to have him back.

Today we're going to be talking about the Tectonic shift taking place

under the feet of major automakers and suppliers, how they introduced new technology, how they forced themselves to become

more software-minded, and how they make money from emerging business models involving selling features and functionality as a service and how the very

notion of car ownership is being rewritten. Suffice to say we are tackling a whole

lot today. Tesla's industry leadership, GM doing away with Apple Car Play.

Those are puzzle pieces in this much greater evolution,

which maybe is the wrong word because this is occurring in a really compressed time frame.

Without further ado, then I am pleased to bring you this conversation with Gardner's Mike Ramsey.

Mike, it's great to have you on the podcast today. Welcome back. Thanks, it's great to be here again.

You know, I was reviewing the last time you were on the podcast, which was August of 2020, and we talked about on motive technologies that were

navigating the trough of disillusionment.

And at the time, and I think this is a perfect passing of the baton from from one

...