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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

11:19

Greenfield Gives Paul First Detroit Pizza, Amazon...

Automotive State of The Union ·

2025/06/05

Shoot us a Text. Episode #1062: In a first on this show, Paul does a live food review of Buddy’s Pizza, provided by Steve Greenfield. Plus, we talk about how Amazon is preparing to have humanoid robots jump into the last mile of package delivery. Show Notes with links: A little over a week ago, Steve Greenfield was shocked to learn that Paul had never had a Detroit-style pizza. What followed on social media was a hotly debated post by Steve where the comments raged about which Detroit-style...

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13:05

Rare Earth Squeeze in EU, Costco Leans In, Consumers...

Automotive State of The Union ·

2025/06/04

Shoot us a Text. Episode #1061: China’s rare earth restrictions are causing real pain for Europe’s automakers, Costco’s gas game and checkout tech are stepping up, and American shoppers are oddly calm about rising tariffs—at least for now. Show Notes with links: China's tightened grip on rare earth exports is starting to squeeze Europe’s auto manufacturing sector. With critical materials stuck in red tape and only a quarter of export licenses approved, major OEMs and suppliers are bracing f...

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16:04

Steve Greenfield’s Biggest Worry, Applegreen Tesla,...

Automotive State of The Union ·

2025/06/03

Shoot us a Text. Episode #1060: Steve Greenfield sounds the alarm on rising repair and insurance costs, Tesla loses its charger deal on the New Jersey Turnpike, and Meta doubles down on AI-generated advertising—even as trust from brands wavers. Show Notes with links: Collision repair costs are skyrocketing and insurance premiums are following suit. At ASOTU CON, Steve Greenfield broke down the challenges facing OEMs and dealers as vehicles become more complex, harder to repair, and more e...

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11:15

Sluggish Q1 Buy-Sell, Waymo’s World, Boomerang Hires

Automotive State of The Union ·

2025/06/02

Shoot us a Text. Episode #1059: Today we’re talking about the strength of dealership valuations despite sluggish buy-sells, Waymo's exponential takeover of the robotaxi race, and why your old boss might be your next one. Show Notes with links: The Q1 2025 Haig Partners Report says that despite solid performance metrics, dealership buy-sells dropped to the lowest first-quarter level in a decade, reflecting uncertainty in a year shaped by economic and political headwinds.Only 68 rooftops were...

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8:54

Auditing Trashcans with Baxter Subaru

Automotive State of The Union ·

2025/05/31

Shoot us a Text. Episode 1058: It's the last day of the month and today Kyle is joined by Head Writer Chris Reeves to talk about how Baxter Subaru of Omaha, Nebraska reduced its trash output from 96 yards a week to 8. They’re now recycling over 90% of their waste. It started with a full-blown trash audit (sounds gross but was actually genius), followed by smart signage, training videos, peer accountability, and leadership that wasn’t afraid to roll up their sleeves and sort through the junk ...

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11:42

Nissan Faces $5B in Debt, Illegal Tariffs?, GM #1 EV...

Automotive State of The Union ·

2025/05/30

Shoot us a Text. Episode #1057: Nissan eyes a fire sale to survive, Trump’s tariff plan hits legal trouble, and GM claims Canada’s EV crown from Tesla—at least for now. Show Notes with links: As CEO Ivan Espinosa wraps up his first quarter in charge, Nissan’s financial stability hangs in the balance, with a massive debt wall looming and rumors of a fire sale to raise cash.Nissan has $5.12 billion in debt due in 2026 and plans to refinance up to $4.15 billion of that.Espinosa’s turnaround st...

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17:25

Musk Exits DOGE, EREV Excitement, Amazon Shopping...

Automotive State of The Union ·

2025/05/29

Shoot us a Text. Episode #1056: Today we’re talking about Elon Musk’s dramatic exit from government, the rising appeal of extended-range EVs as a hybrid-EV mashup, and how Amazon wants to talk you into your next purchase—literally—with AI-generated audio highlights. Show Notes with links: Elon Musk has exited his role as a special government employee under the Trump administration's Department of Government Efficiency (DOGE), after a controversial 130-day crusade to slash federal spendin...

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15:19

Meet Stellantis’ New CEO, GM Bets Big On V8s, BitCoin...

Automotive State of The Union ·

2025/05/28

Shoot us a Text. Episode #1055: Today we cover Stellantis’ new CEO facing a storm of tariffs and dealer tensions, GM’s surprising pivot back to big V-8s, and DeLorean’s futuristic EV launch… that’s more crypto maze than car. Show Notes with links: After a six-month search, Stellantis has named Antonio Filosa as its new CEO. With more than 25 years in the industry and leadership experience across Brazil, North America, and global roles, Filosa is stepping in as the company faces pressure on...

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16:12

Smothered, Covered Charging, BYD Bombshell, Used Car...

Automotive State of The Union ·

2025/05/27

Shoot us a Text. Episode #1054: We’re kicking off Tuesday week with a look at surging used car sales and shrinking supply, BYD’s aggressive EV price cuts in China, and a Waffle House partnership that brings hash browns and high-speed charging together in the South. Show Notes with links: Automotive News released its top Used Car retailers list showing that the stabilizing of the 2024 market led to some big gains. However, the current complexities and quickly shrinking market day supply is t...

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9:21

Memorial Day Grilling Tips with James Ganther

Automotive State of The Union ·

2025/05/26

Shoot us a Text. Episode #1053: It’s Memorial Day, the un-official start of summer and a favorite of grillmasters everywhere, so we invited our good friend and grillmaster, James Ganther, to give some grilling tips for tasty food, and remind us of why we celebrate in the first place. 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—bringin...

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14:05

Full Color Hospitality with Carol Marshall and...

Automotive State of The Union ·

2025/05/24

Shoot us a Text. It's the Saturday after ASOTU CON and the energy is still buzzing. Nathan is joined by Chris Reeves and Ann-Marie Johnsons to talk about their favorite moments and the heart behind the event. Special guest Carol Marshall of ActivEngage brings her unique perspective on what it meant to be part of the unreasonable hospitality at ASOTU CON. Some of our favorite moments: community, hugs, the emotional impact of the car giveaway andthe charity auction raising $10,000 for Vehicles ...

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14:53

Senate Blocks CA EV Rules, Reputation Rankings, AI...

Automotive State of The Union ·

2025/05/23

Shoot us a Text. Episode #1051: We’re diving into the Senate’s move to block California’s gas car ban, Google’s new video AI that adds audio, and which brands — including top automakers — gained or lost consumer trust in the 2025 Axios/Harris reputation rankings. Show Notes with links: In a dramatic legislative twist, the U.S. Senate voted to block California’s plan to ban gas-powered vehicles by 2035, undercutting a key Biden-era environmental policy and dealing a blow to a major state-led...

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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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