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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

10:20

Service Is King, AI Gets Paid, Ford Wears Carhartt

Automotive State of The Union ·

2026/01/26

Shoot us a Text. Episode #1253: Today we’re digging into why fixed ops is carrying the dealership profit load, how dealer-focused AI just landed serious funding, and why Ford teaming up with Carhartt is about a lot more than merch. With new-car sales slowing, aging vehicles and a technician shortage are putting service departments squarely in the profit hot seat. Dealers are leaning into mobile service, tech, and creative staffing strategies to protect margins and make every service lane in...

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10:18

Three Dealers Teaming Up To Support Mental Health,...

Automotive State of The Union ·

2026/01/24

Shoot us a Text. These three dealers used to work together, and now they are teaming up to make a real difference. Charlesglen Toyota, 5th Avenue Volkswagen, and Lexus of Royal Oak worked with their teams to raise $265,000 for local charities, matching employee donations and backing causes close to home: mental health support, autism services, and animal rescue. Read the full story here: https://daily.asotu.com/p/canada-opens-the-door-to-china-evs Join Paul J Daly and Kyle Mountsier every...

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10:16

Recapping Public Policy Day, Driverless Robotaxis In...

Automotive State of The Union ·

2026/01/23

Shoot us a Text. Episode #1251: Today’s show comes to you from Washington, DC as Public Policy Day wraps and the auto industry’s biggest themes take center stage. Autonomy is no longer theoretical — Tesla has begun limited robotaxi rides in Austin with no safety driver onboard, marking a meaningful inflection point for self-driving technology and accelerating conversations dealers can no longer ignore. Plus we dig into liability, ownership, and what happens when cars start driving themselve...

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12:51

Dealers v Scout, Insurers v Drivers, Lemonade Saves...

Automotive State of The Union ·

2026/01/22

Shoot us a Text. Episode #1250: Colorado dealers filed suit on VW-backed Scout’s direct-sales license, insurers face political heat as profits soar and affordability cracks, and Lemonade rolls out Tesla Full Self-Driving-based insurance, hinting at a future where driving software sets the rate. A group of Colorado VW, Audi, and Porsche dealers is suing the state after regulators approved a direct-sales dealer license for Scout Motors. Dealers argue the decision misreads state law and opens t...

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10:25

Affordability Not EVs, Agentic Shopping, and a...

Automotive State of The Union ·

2026/01/21

Shoot us a Text. Episode #1249: We dig into why affordability—not EV tech—is the real sales bottleneck heading into 2026, how agentic shopping is reshaping the idea of ‘merit’ across retail, and why Jeff Daniels’ new stage play about a struggling dealership is hitting close to home for the auto industry. In a wide-ranging interview with Automotive News, Chevrolet dealer council leader Andy Guelcher explains why affordability—not EV tech—is the industry’s biggest hurdle heading into 2026, a...

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12:34

Dealer Sentiment Cools, Wawa Supercharger Logo, A...

Automotive State of The Union ·

2026/01/20

Shoot us a Text. Episode #1248: Dealer confidence takes a hit as affordability pressures and tighter margins creep into Q4, even as fixed ops and F&I try to hold the line. Meanwhile, Wawa goes all-in on Tesla charging, and the Vegas Sphere model heads to DC. Show Notes with links: Dealer sentiment isn’t what it was in Q3 as affordability pressures, rising rates, and tighter margins took their toll on the Q4 numbers. While conditions remain technically “favorable,” confidence sli...

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12:17

Canada Allows Chinese EVs, Don’t Call it an EV...

Automotive State of The Union ·

2026/01/19

Shoot us a Text. Episode #1247: Canada slashes EV tariffs in a controversial China deal, OpenAI kicks off its ad-supported ChatGPT Go plan, and Recurrent CEO Scott Case calls out the real EV story: a booming used market dealers can’t afford to miss. Show Notes with links: In a surprise move, Canada struck a deal with China to allow 49,000 Chinese-made EVs into the country annually at a dramatically lower tariff—down from 106% to just 6.1%—in exchange for agricultural trade concessions...

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7:25

Life Hit Hard. The Dealer Community Hit Back.

Automotive State of The Union ·

2026/01/17

Shoot us a Text. Today, Head Writer Chris Reeves joins the show to share how the Super Chevy Dealers of Baton Rouge and Our Lady of the Lake came together to honor Vietnam veteran and former police officer Michael King with a new 2026 Chevy Equinox RS—proof that when a community shows up, the impact goes far beyond the driveway. 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, emergi...

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12:05

Honda’s New Logo, Tesla’s New Lithium Factory,...

Automotive State of The Union ·

2026/01/16

Shoot us a Text. Episode #1245: Honda unveils a brand-wide logo reboot, Tesla brings its massive Texas lithium refinery online, and U.S. workers pump the brakes on job-hopping—opting for stability and side hustles instead. Show Notes with links: Honda is officially going all-in on its new, wider “H” badge. What started as an EV-only identifier will now represent Honda’s entire automotive business—from gas and hybrid vehicles to dealerships and motorsports—blending retro roots ...

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10:43

More Buyers Approved for Loans, FSD Goes...

Automotive State of The Union ·

2026/01/15

Shoot us a Text. Episode #1244: Today we're talking about Tesla's FSD flip to subscription-only, the continued softening of auto credit conditions, and a loyalty report that says your customers are expecting way more. Show Notes with links: The Dealertrack Credit Availability Index closed out December at 99.6—its highest reading of 2025 and the strongest level since October 2022. It marks a continued return to pre-pandemic credit conditions, capping off a yearlong trend of eas...

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12:36

Trump’s Middle Finger Overshadows Ford Visit, Smarter...

Automotive State of The Union ·

2026/01/14

Shoot us a Text. Episode #1243: We’re talking about a viral moment at Ford’s Dearborn plant, a smart strategy for turning old trade-ins into profit, and surprising insights into the real buying power of Gen Alpha. Show Notes with links: President Donald Trump made a high-profile visit to Ford’s Dearborn Truck Plant, touring the F-150 line with company leadership, previewing a patriotic new pickup, and filming a CBS interview on the factory floor.Trump was guided by CEO Jim Farley an...

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20:08

All Things CES with Steve Greenfield

Automotive State of The Union ·

2026/01/13

Shoot us a Text. Episode #1242: Today we have a very special edition of The Automotive State of the Union. It’s All Things CES with Steve Greenfield. After walking many miles on the show floor, Steve will be sharing all the insights, surprises, and automotive tech buzz from the biggest stage in innovation. Sign up for Steve’s weekly newsletter at automotiveventures.com Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots ac...

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10:35

CarMax Hits Reset, Hilux BEV, Walmart Drone Delivery

Automotive State of The Union ·

2026/01/12

Shoot us a Text. Episode #1241: CarMax leans on price cuts and marketing to spark sales, Toyota takes its iconic Hilux electric in Europe, and Walmart keeps scaling drone delivery as demand grows. CarMax is shifting back to fundamentals as sales and earnings continue to slide. The company will cut prices, trim costs, and increase marketing to regain momentum heading into 2026. Q3 results saw unit sales down 8% and earnings down 50% year-over-year.CarMax will use targeted price cuts to spark...

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11:14

Is January Almost Half Over? Let's Feed Some People.

Automotive State of The Union ·

2026/01/10

Shoot us a Text. Today, Paul Kyle, and Chris Reeves are together again after a bunch of guest hosts and holiday episodes. They argue over whose New Year's Eve was more boring and whether or not you should actually prepare for tornadoes. But most importantly, we talk about how the Ziegler Auto Group gathered over 50,000 cans of food to give to people who needed them most. Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the d...

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9:19

Ford Wins Most Iconic, Stellantis Cancels PHEVs,...

Automotive State of The Union ·

2026/01/09

Shoot us a Text. Episode #1239: Ford earns top honors as America’s most iconic company, Stellantis drops every PHEV from its 2026 lineup, and McKinsey’s CEO reminds us there are still a few things humans do better than AI. A day of big shifts, bold moves, and even bolder expectations. Show Notes with links: https://www.foxbusiness.com/retail/ford-named-no-1-most-iconic-american-company-nationwide-survey-making-peoples-lives-better Ford just topped Time and Statista’s list of the...

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13:01

No Eyes, No Techs, No Docs

Automotive State of The Union ·

2026/01/08

Shoot us a Text. Episode #1238: Ford is promising eyes-off driving by 2028. But back in the bays, finding top-tier techs is still a $160K challenge. OpenAI wants to be your new health co-pilot with ChatGPT Health. Show Notes with links: https://www.autonews.com/ford/an-ces-2026-ford-doug-field-panel-0107/ “Eyes off the road” is Ford’s new promise—and it’s coming sooner than you might expect. Ford announced an “eyes-off” driving system launching in 2028, debuting on its new Unive...

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10:58

AI Showdown, Sedan Comeback, and ChatGPT’s Legal...

Automotive State of The Union ·

2026/01/07

Shoot us a Text. Episode #1237: Today we’re talking about BMW and Mercedes battling it out at CES with next-gen AI, a surprising sedan surge in the used market, and how ChatGPT is causing headaches for doctors and lawyers alike. Show Notes with links: https://lnkd.in/dNJMNGBk Two German giants are trading blows in Las Vegas. CES has become a high-tech battleground for BMW and Mercedes-Benz as they push the envelope on AI and digital experiences in their latest vehicles. BMW is the first aut...

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12:27

Afeela SUV Surprise, Hyundai’s Robot Army, EV Fire At...

Automotive State of The Union ·

2026/01/06

Shoot us a Text. Episode #1236: We’re continuing our coverage of CES with headlines on Hyundai’s humanoid robot plans and Sony Honda’s SUV twist on the Afeela. Plus, a dramatic EV fire at a gas station is stopped cold by some simple, new tech. https://www.autonews.com/technology/an-ces-2026-hyundai-robotics-strategy-0105/ Hyundai is jumping headfirst into the humanoid robot race, revealing a bold new plan to deploy thousands of AI-driven robots at its factories, starting with its Georgia Met...

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13:47

AI Takes the Wheel, Dealer Trust Shifts, Retail Isn’t...

Automotive State of The Union ·

2026/01/05

Shoot us a Text. Episode #1235: Welcome to the first news show of the new year! CES puts autonomy and AI front and center as EV plans cool. Dealer sentiment improves—but trust gaps threaten CDJR and Nissan valuations. And despite years of doom-and-gloom, physical retail dominates holiday spending, with AI quietly reshaping how consumers shop across every channel. Show Notes with links: https://www.reuters.com/business/autos-transportation/self-driving-tech-ai-take-center-stage-ces-automaker...

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16:49

Damon Lester on The Reality of Mental Health | 2026...

Automotive State of The Union ·

2026/01/02

Shoot us a Text. Episode #1234: Kicking off 2026, Paul and Kyle welcome Damon Lester for a deeply personal conversation about burnout, mental health, and leadership in retail auto. Damon opens up about his own breaking point—and why hustle culture may be costing the industry more than it realizes. Damon Lester shares how nonstop pressure from dealerships, associations, family, and personal loss led to burnout and a mental health crisis he could no longer outrun.The industry’s obsession with...

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1,273 results

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