Hi, everybody, and welcome to Shift, a podcast about mobility.

I'm Molly Boygan, a reporter at Automotive News, and I'm filling in for Pete Bigelow this week.

Our guest on the podcast is David Leo, CEO of Plus.

He discusses the state of autonomous trucking and why he decided the time was right

to take his company public via a special purpose acquisition corporation merger.

On my timing point of view, this is a perfect timing for us to become a public company.

First, we have a look at this week's headlines from around the mobility realm.

For that, I'm joined by my automotive news colleague, Jerry Hirsch.

How are you, Jerry?

Good. Thanks for having me.

Thanks for coming on the show.

So tell us a little bit about the story that published last week.

What is happening with automaker investments in hydrogen fuel cell vehicles?

The top line is that many are pulling back.

This is the market that just isn't developing.

The battery electric vehicle growth is far outstripped,

hydrogen fuel cell cars in terms of infrastructure,

in terms of sales, in terms of consumer interest.

And so many automakers, Stalantis, Renault, Honda, and others are just saying, okay,

we have so much on our plate right now between tariffs, between autonomous driving,

between electrification and battery development, that we're just not

going to go down this road at this point. Maybe sometime in the future, this is going to be a good

...