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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

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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15:16

Shifting Auto Production Not Easy, Ghosn Teaches...

Automotive State of The Union ·

2025/04/28

Shoot us a Text. Episode #1030: Today we’re talking about the real hurdles to moving auto production stateside, catching up with Carlos Ghosn’s new life as a leadership coach (and fugitive), and Amazon’s surprising new experiment that lets shoppers stray beyond its walls. Show Notes with links: A quarter of U.S. automotive assembly capacity sat unused at the end of 2024, suggesting opportunity amid the backdrop of President Trump's tariffs. However, shifting production to underutilized plan...

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15:57

Driving Off-Road Trucks To Make Wishes Come True

Automotive State of The Union ·

2025/04/26

Shoot us a Text. On this Saturday, Chris Reeves bring Daniel Govaer to the show with him to talk about how Leif Johnson in Texas brought together off-road truck owners - Raptors, Broncos and Rangers - to take part in an off-road rally to benefit Make-A-Wish. You can find out more and donate here: https://www.leifjohnsonford.com/raptor-rally.html 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, ret...

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9:27

VinFast Goes Full Franchise, Slate Reveals $20K EV

Automotive State of The Union ·

2025/04/25

Shoot us a Text. Episode #1028: Today we talk about VinFast ditching direct sales for a full franchise model, Slate launching a no-frills EV pickup that’s shaking things up under $20K, and the growing movement toward skills-based hiring over college degrees. Show Notes with links: VinFast is officially out of the direct-to-consumer game in California, shifting gears to focus solely on franchised dealers across the U.S. The pivot comes as the Vietnamese EV maker wrestles with rising costs, s...

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13:16

Lithia Ready For Tariffs, Carvana Expand Recon Ops,...

Automotive State of The Union ·

2025/04/24

Shoot us a Text. Episode #1027: Lithia leans into affordability while breaking records despite tariffs. Carvana boosts its reconditioning game in Colorado. And Chipotle turns up the charm, teaching 3,800 teams to smile their way to better hospitality. Show Notes with links: While tariffs loom over the auto industry, Lithia Motors is leaning into its diversified strategy and breaking financial records. CEO Bryan DeBoer says the dealership giant is uniquely positioned to ride out the storm.Ro...

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15:21

Dealers Sue Scout, Musk Refocuses on Tesla, AI Meets...

Automotive State of The Union ·

2025/04/23

Shoot us a Text. Episode #1026: California dealers are taking legal action against Scout Motors over its direct-sales model. Elon Musk plans to scale back his government role amid Tesla’s slumping sales. And new code reveals OpenAI may soon integrate Shopify directly into ChatGPT, turning the AI into a full retail assistant. The California New Car Dealers Association is going to court over Scout Motors’ retail strategy, saying the VW-owned startup is sidestepping franchise laws and undercut...

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14:31

Nissan’s Tariff Plan, Working Man’s Cybertruck,...

Automotive State of The Union ·

2025/04/22

Shoot us a Text. Episode #1025: We cover Nissan’s plan to hold vehicle prices through early June and increase U.S. production in response to tariffs. Plus we examine Tesla’s strategic repositioning of the Cybertruck and how cybercriminals are creating a realistic-looking phishing campaign using Google’s own tools. Show Notes with links: Nissan is staying steady on pricing through June 2 and looking to its underused U.S. factories to soften the blow of auto tariffs. The strategy focuses on...

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17:39

Top 100 Used Dealers, Tesla Delays Affordability,...

Automotive State of The Union ·

2025/04/21

Shoot us a Text. Episode #1025: Today we’re talking about how the Top 100 used-car dealers are adapting to a tougher wholesale market, why Tesla is hitting pause on its most affordable Model Y plans yet and what Sam’s Club is doing with checkout. Show Notes with links: The Automotive News Top 100 U.S. Used-Car Dealership Groups list is out—and the big takeaway isn’t just who’s up or down, but how they’re adapting to survive. As competition at auctions grows fiercer, retailers are shifting h...

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8:16

Easterns Auto Group Fosters Inclusive Social...

Automotive State of The Union ·

2025/04/19

Shoot us a Text. Today on the show, Head Writer Chris Reeves joins Kyle and Nathan to talk about their Easter plans, and then Chris talk about how Easterns Auto Group partnered with DC Peers, a volunteer-led social group for neurodiverse people and grew into a full-fledged nonprofit serving individuals from middle school through age 60. 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...

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1,202 results

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