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PODCAST

Automotive State of The Union

More Than Cars Media Network

Paul J Daly and Kyle Mountsier don’t just read headlines, they make the most important connections across car dealerships, general retail, tech, and culture. The goal? To help automotive leaders think clearer and move faster in a world that refuses to slow down.Whether you’re running a rooftop, building a brand, or just trying to keep up with everything shifting in the business of selling cars, this is your regular stop for a shot of news, insight, and a little bit of chaos…always rooted in

business business news

All Episodes

12:26

Loan Rejections Soar, BYD Outsells Tesla, Google's AI...

Automotive State of The Union ·

2025/05/22

Shoot us a Text. Episode #1050: A record number of U.S. consumers are skipping auto loans over rejection fears, EV history unfolded as BYD overtook Tesla in Europe and Google’s I/O 2025 keynote was a full-court press on AI innovation. Show Notes with links: Consumer confidence in securing an auto loan is slipping fast. A recent survey by the New York Fed shows a record number of people aren’t even applying—because they assume they’ll be turned down. It’s a new high in pessimism.34% of poten...

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13:08

New Toyota OS in RAV4, Tesla v Waymo, Home Depot...

Automotive State of The Union ·

2025/05/21

Shoot us a Text. Episode #1049: Today we’re diving into Toyota’s bold software move with the redesigned RAV4 Hybrid, watching Tesla and Waymo duel for robotaxi dominance, and seeing how Home Depot is holding the line on prices as tariffs rattle retail Show Notes with links: Toyota’s sixth-gen RAV4 Hybrid isn’t just sleeker—it’s smarter. As the first model to feature the all-new Arene operating system, the global bestseller is now a testbed for Toyota’s software-first future.Arene is built b...

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15:03

Honda’s EV Backtrack, Wholesale Prices Dip, Essential...

Automotive State of The Union ·

2025/05/20

Shoot us a Text. Episode #1048: Today we’re diving into Honda’s EV strategy rethink and dealer drama in California, a mid-May dip in wholesale used vehicle prices, and the growing reality that side hustles aren’t just extra—they’re essential. Honda is pumping the brakes on its aggressive EV strategy, cutting EV R&D investment by 30% and slashing its 2030 EV sales forecast by more than 1 million vehicles. Instead, hybrids are back in the spotlight.Honda now expects just 700,000 to 750,00...

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13:05

Kia’s Veteran Tech Program, Not So “American-Made”,...

Automotive State of The Union ·

2025/05/19

Shoot us a Text. Episode #1047: Kia’s veteran apprenticeship program is creating certified techs and stronger stores, while “American-made” is a lot harder to accomplish than it sounds. Plus, OpenAI is taking on software engineering with a new update. Show Notes with links: Kia America’s Veterans Technician Apprenticeship Program is helping dealers find, train, and retain top-tier tech talent by giving veterans a fast path to certification—and the results are showing up in the service drive...

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9:30

Friday Morning Feelings Post-ASOTU CON

Automotive State of The Union ·

2025/05/16

Shoot us a Text. We're live from Friday morning at ASOTU CON. Last night, we closed with a keynote that shared our stories of how we got into the industry, and encouraged the industry to go and be leaders in their stores and communities. THANK YOU to everyone who came up to us and shared your story, and shared your hope for the future. This industry is built different. See you Monday! Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they co...

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8:24

ASOTU CON Day 1 Takeaways

Automotive State of The Union ·

2025/05/15

Shoot us a Text. Welcome to Day 2 at ASOTU CON! Paul, Kyle and Michael recap Day 1 and talk about some of the things they've overheard on the show floor and on stages. Day 2 is shaping up to be amazing! See you tomorrow! Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders...

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11:47

Day 1 From ASOTU CON

Automotive State of The Union ·

2025/05/14

Shoot us a Text. Paul, Kyle and Michael hit the Content Corner to record a quick show before ASOTU CON 2025 kicks off officially. Follow all the action on social media! Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry. Get the Dail...

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10:35

LIVE from ASOTU CON 25, VW Uber Tag Team, TikTok...

Automotive State of The Union ·

2025/05/13

Shoot us a Text. Episode #1043: We’re coming to you live from ASOTU CON 25! Today we’re diving into Volkswagen and Uber’s plan to launch ID. Buzz robotaxis by 2026, TikTok’s surprising power in driving car sales, and what it all means for the future of mobility and marketing. Show Notes with links: Volkswagen and Uber are teaming up to bring self-driving ID. Buzz microbuses to U.S. streets. Testing starts this year, with full-scale deployment in Los Angeles by 2026.The electric, retro...

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5:35

Where Did the ASOTU Crew go?

Automotive State of The Union ·

2025/05/12

Shoot us a Text. Today Paul is the last man standing in the studio as the entire crew is on their way to ASOTU CON 2025. He sets the stage of what to expect over the next week and tells you how to be a part of the event even if you can't be there this year. Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and p...

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13:45

What Innovative Dealers Were Up to Last Week

Automotive State of The Union ·

2025/05/10

Shoot us a Text. Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry. Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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15:40

US-UK Trade Deal Announced, CA Sues Over Charger...

Automotive State of The Union ·

2025/05/09

Shoot us a Text. Episode #1040: Today we’re diving into a transatlantic tariff feud shaking up the luxury auto sector, a multistate lawsuit over EV charging funds, and why VW’s nostalgic ID. Buzz just got benched. A new U.S.–U.K. trade deal that dramatically lowers tariffs on British auto exports is saving jobs at Jaguar Land Rover—but not without blowback. American automakers say the agreement favors British imports over North American-made vehicles, threatening jobs and supply chains ...

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11:16

Carvana’s Record Quarter, Ford Raises Prices, AI...

Automotive State of The Union ·

2025/05/08

Shoot us a Text. Episode #1039: Today we’re talking about Carvana's record-setting quarter and bold new goal, Ford’s strategic price hikes post-tariffs, and why Google’s stock took a beating after an Apple exec dropped a courtroom AI bomb. Show Notes with links: Carvana has bounced back in a major way, setting a new quarterly record for used-vehicle sales and showcasing the company’s transformation from high-growth chaos to sustainable profitability, even amid looming tariff concerns.Q1 ret...

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13:01

M&A Activity To Increase, Hyundai Simplifies...

Automotive State of The Union ·

2025/05/07

Shoot us a Text. Episode #1038: Today we’re talking about the expected surge in auto dealership M&A activity, Hyundai’s latest software update that simplifies EV charging across major networks, and Tanger’s decision to launch its back-to-school campaign early in response to ongoing tariff concerns. Show Notes with links: Though Q1 saw a dip in dealership buy-sell activity, The Presidio Group sees the rest of 2025 heating up. With election season uncertainty in the rearview, dealers may ...

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12:37

Ford Slashes Guidance, EVs Grow In Q1, Waymo Plans...

Automotive State of The Union ·

2025/05/06

Shoot us a Text. Episode #1037: Today we break down Ford’s Q1 fallout as tariffs cast a $1.5B shadow, electrified vehicles surge to nearly 25% of new-car sales led by hybrids and non-Tesla EVs, and Waymo revs up its driverless ambitions with a new Arizona mega-factory and major city expansion plans. Show Notes with links: Ford is bracing for a bumpy ride in 2025 after revealing a steep Q1 net income drop and pulling its full-year earnings forecast. Mounting tariff costs and factory downtime...

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14:51

Warren Buffett Surprise Retirement, Tesla and...

Automotive State of The Union ·

2025/05/05

Shoot us a Text. Episode #1036: Warren Buffett shocks investors with a surprise retirement announcement, Tesla sweetens the Model Y deal to boost lagging demand, and Harley’s LiveWire hits a wall while the legacy brand keeps the engine running. Show Notes with links: After 60 years of leading Berkshire Hathaway, Warren Buffett has stunned the business world by announcing he will retire as CEO at the end of 2025. Buffett, now 94, made the announcement unceremoniously after nearly five ...

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9:13

We Try To Describe What It Feels Like To Give Away A Car

Automotive State of The Union ·

2025/05/03

Shoot us a Text. On this Saturday that's getting closer and closer to ASOTU CON, Head Writer Chris Reeves joins the show to discuss the upcoming 3(!) car giveaways at ASOTU CON this year. Want to be a part of the action? Join us: www.asotucon.com/tickets Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-fi...

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14:41

CA Dealers Target Sony Honda Mobility, Rivian...

Automotive State of The Union ·

2025/05/02

Shoot us a Text. Episode #1034: Today we dive into a legal showdown brewing in California over Afeela’s sales strategy, Rivian’s new campaign powered by real owners, and Chipotle’s massive burrito giveaway honoring teachers and nurses. Show Notes with links: Just after suing Scout Motors, California dealers are challenging Sony Honda Mobility’s direct-to-consumer model, questioning its legality under state franchise law.The California New Car Dealers Association (CNCDA) is investigating whe...

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16:23

April Sales Records, Ford Cancels Electrical...

Automotive State of The Union ·

2025/05/01

Shoot us a Text. Episode #1033: Today we’re talking Hyundai and Kia’s red-hot April sales streak, Ford’s surprise retreat from a major software project, and why most consumers still aren’t sold on AI or social shopping tools. Show Notes with links: U.S. shoppers are racing to dealerships to beat rising prices from new import tariffs, driving Hyundai and Kia to record April sales as both brands notch their seventh straight month of year-over-year gains.Hyundai U.S. sales jumped 19% in April,...

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15:53

The Tariff Offset Explained, GM Recalls V8s, $50K...

Automotive State of The Union ·

2025/04/30

Shoot us a Text. Episode #1032: Today we break down Trump’s new tariff offsets for U.S. automakers, GM’s massive recall of its flagship V-8, and a heartwarming $50K donation from West Herr’s CEO to support local youth. Show Notes with links: President Trump is throwing automakers a bit of a lifeline on tariffs—but it’s not a free ride. His new executive orders are easing some of the pressure, but only if manufacturers meet some very specific conditions.Automakers who build vehicles in the U...

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23:18

Trump Tariff Relief?, GM Argues Driving Data is...

Automotive State of The Union ·

2025/04/29

Shoot us a Text. Episode #1031: Today we’re talking about Trump’s possible easing of auto tariffs ahead of a Michigan trip, GM’s courtroom defense over driver data privacy, and why e-commerce might be losing its edge as shoppers crave more fun and surprise. As he prepares to visit Michigan for the 100-day mark of his second term, President Trump is signaling potential changes that could ease the auto industry’s tariff burdens.The administration is considering adjustments to tariffs on impor...

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1,190 results

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