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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

12:11

VinFast Bets on Dealers, ID.4 Production Pause,...

Automotive State of The Union ·

2025/09/04

Shoot us a Text. Episode #1137: VinFast leans into a dealer-driven strategy while VW puts the brakes on ID.4 production despite rock-bottom lease pricing. Meanwhile, Porsche unveils a slick wireless charger for its next-gen Cayenne EV. Show Notes with links: Despite reporting a larger Q2 loss, Vietnamese EV maker VinFast is still betting on a traditional dealership model to accelerate growth and cut costs. The shift marks a major pivot from its direct-to-consumer roots.Q2 net loss hit $812...

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13:36

EV Tax Credit Extension-ish, Cadillac’s Comeback,...

Automotive State of The Union ·

2025/09/03

Shoot us a Text. Episode #1136: An IRS update that could save EV buyers thousands, how Cadillac is quietly staging a luxury comeback and the deeper impact of AI on software development—and whether vibe-coding is helping or hollowing out the craft. The IRS has provided a much-needed clarification that gives EV buyers a path to still claim the federal tax credit—even if their vehicle hasn’t been delivered by the September 30th deadline.Buyers who sign a binding purchase agreement and make a p...

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14:42

How One Dealer Monetized Charging, BYD Battles...

Automotive State of The Union ·

2025/09/02

Shoot us a Text. Episode #1135: Friendly Chevy’s charging park is pulling in revenue and conquest sales, BYD takes a profit hit in China’s price war, and Google’s “Nano Banana” might just beat ChatGPT at the AI image game. Show Notes with links: Back in 2021, Friendly Chevrolet’s Mark Eddins saw a gap in the EV experience—and filled it. With GM rolling out EV standards, he went all-in on a unique charging park open to all EV brands. Today, EVHQ is paying off in brand loyalty, new customers,...

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9:50

Can a free van turn an 8 year old into an engineer?

Automotive State of The Union ·

2025/08/30

Shoot us a Text. Today, Paul and Chris bring you a story about Jacob Miller, a high school senior living with Duchenne Muscular Dystrophy. Jacob has big plans for being only eight years old and he just got a life-changing boost from our friends at West Herr Automotive: a wheelchair-accessible van that’s opening the road to his future in engineering. Read the story here. Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the do...

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16:34

Economist Jonathan Smoke Says The Market's Not...

Automotive State of The Union ·

2025/08/29

Shoot us a Text. Episode #1133: Cox Automotive Chief Economist Jonathan Smoke joins Paul to talk tariffs, pent-up demand, and why Q3 might be best experienced with a little Abba. It's a data-rich conversation with serious implications for dealers navigating policy shifts, EV adoption, and consumer behavior. ASOTU’s coverage of the 45th Annual NAMAD Annual Meeting is brought to you by Connected Dealer Services. Jonathan Smoke, Chief Economist at Cox Automotive, offers a deep dive into toda...

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7:01

Dealers Care About The Tech, Special Guest Shane...

Automotive State of The Union ·

2025/08/28

Shoot us a Text. Episode #1132: As we kick off the last day of the NAMAD Annual Meeting, Paul J Daly and Erroll Bomar III reflect on how they’ve been witnessing dealers lean in on technology in order to stay ahead. Then they’re joined by Shane Wilson, CEO of Connected Dealer Services who reminds us that the tech is a great starting point, but it needs to be fed by good data. ASOTU’s coverage of the 45th Annual NAMAD Annual Meeting is brought to you by Connected Dealer Services. Join Paul J D...

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10:29

Strong August for Automotive Industry, NAMAD Day 1...

Automotive State of The Union ·

2025/08/27

Shoot us a Text. Episode #1131: Live from Day 2 at the NAMAD Annual Meeting with co-host Erroll Bomar III! We recap our biggest takeaways from the first day of amazing conversations and content, plus look at the record $56.4B that consumers will spend on new vehicles in August. ASOTU’s coverage is brought to you by Connected Dealer Services. Show Notes with links: Automotive retail is posting a strong for August, driven by expiring EV incentives and a calendar twist that included Labor Da...

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18:34

Robots Still Need People, Gen Z Buys IRL, Tax Credit...

Automotive State of The Union ·

2025/08/26

Shoot us a Text. Episode #1130: As we gear up for our NAMAD coverage in LasVegas, Paul and guest co-host Ben Hadley are digging into the IRS's EV tax credit extension, how Gen Z balances screens with store shelves, and why Hyundai's futuristic plant still counts on the human touch to get the job done right. The IRS is giving EV buyers a little breathing room to secure the full $7,500 federal tax credit, shifting expectations just before a hard deadline set for the end of September.Previously,...

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16:15

AN All-Stars, Inventory Game-Changers, AI’s E-Comm...

Automotive State of The Union ·

2025/08/25

Shoot us a Text. Episode #1129: Today Steve Greenfield joins Paul again as we spotlight the 2025 Automotive News All-Stars, including a few friends of the show. We also talk about some industry icons’ new digs. And a new survey shows just how deep Gen AI has made it into your customers' shopping habits. This year’s 2025 Automotive News All-Stars spotlight not only industry excellence but also creative vision, resilience, and innovation across every corner of automotive. From digital stardom...

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10:20

When a Minivan Becomes a Miracle

Automotive State of The Union ·

2025/08/23

Shoot us a Text. On this Saturday, Chris joins Paul and Nathan to talk about the frequency of a 5 Fri-Sat-Sun month and how auto dealers just keep on giving. Mohawk Honda did more than hand over a key. They donated a brand-new 2025 Honda Odyssey to Double H Ranch and packed it with purpose. Double H is where kids with serious illnesses go to be campers, not patients. Think bonfires, cabins, belly laughs, and freedom in the fresh air. With this new Odyssey, more families can get to those momen...

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11:14

EU & US Work Out Trade Deal, EchoPark Boosts Sonic,...

Automotive State of The Union ·

2025/08/22

Shoot us a Text. Episode #1127: We’re diving into major tariff relief for EU carmakers, Sonic Automotive’s EchoPark outpacing expectations, and how generative AI is rewriting the rules for online retail traffic. Show Notes with links: The automotive industry is watching closely as the U.S. and EU hammer out a framework deal that could bring massive tariff relief for European automaker. The fine print could mean big savings and new market access.The EU and U.S. announced a new trade fr...

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17:41

Hertz Sells on Amazon, VinFast Expands Dealer...

Automotive State of The Union ·

2025/08/21

Shoot us a Text. Episode #1126: Today we’re joined by Steve Greenfield and talking about Hertz vehicles showing up on Amazon, VinFast’s new San Diego dealership kicking off a coast-to-coast franchise push, and how AI is helping Atlas become a surprisingly capable humanoid robot. Hertz has partnered with Amazon to list its used vehicles on the retail giant’s platform, giving customers a new way to shop for former rentals online. The move builds on the roughly one-third of Hertz’s vehicle sal...

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11:56

Affordability Is the Battlefield, Close Now or Cry...

Automotive State of The Union ·

2025/08/20

Shoot us a Text. Episode #1125: Today, we’re talking affordability trends, lead follow-up gaps, and a CEO who worked his way from intern to the top at Target. At the halfway mark of 2025, the Dave Cantin Group Market Outlook Report shows the U.S. retail auto market is a mix of high prices, resilient demand, and major structural shifts. Despite headwinds, smart dealers are still in the driver’s seat.Affordability is the top issue, with 52.1% of buyers carrying negative equity and 84-month lo...

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10:49

Fixed Ops Golden Metrics, Inventory Levels Off,...

Automotive State of The Union ·

2025/08/19

Shoot us a Text. Episode #1124: Today we break down the latest Fixed Ops Golden Metrics, showing where service departments are winning and where there’s room to grow. We also look at how dealer inventory has returned to pre-tariff “normal” levels, and why Atlantans are playing cancellation games just to ride in a Waymo robotaxi. The Fixed Ops Golden Metrics 2025 report from Reynolds and Reynolds highlights how service departments are stacking up in hours, labor rates, and RO profits—plus th...

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12:07

Rivian’s Credits Crunch, Ex-Tesla Superchargers, CEO...

Automotive State of The Union ·

2025/08/18

Shoot us a Text. Episode #1123: Today we cover Rivian’s fight over frozen EV credit revenue, ex-Tesla talent launching Hubber to fill urban charging gaps, and a sharp rebound in CEO confidence as recession fears cool but cost pressures remain. Show Notes with links: Rivian says the Trump administration’s rollback of fuel economy penalties is choking off $100 million in revenue from regulatory credits—a revenue stream EV makers have depended on for years. The fight shows how quickly policy...

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13:54

The Man Behind Ford’s Revamp, Mitsubishi Gallery...

Automotive State of The Union ·

2025/08/15

Shoot us a Text. Episode #1122: Ford’s Doug Field maps a Silicon Valley–style path to a $30K EV truck, Mitsubishi debuts a luxury-inspired “Gallery” store concept, and OpenAI brings GPT-4o back after users missed its supportive “yes man” tone. Meet the man behind Ford’s push for affordable EVs: Doug Field, Ford’s EV chief, is channeling his inner Elon Musk by leaning on hardcore engineering, radical manufacturing changes, and first-principles thinking.Field’s career spans some of the most a...

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9:56

EV Infrastructure Wins, Longest-Range Tesla, Drone...

Automotive State of The Union ·

2025/08/14

Shoot us a Text. Episode #1121: We cover the rapid growth in EV charging infrastructure even as EV sales plateau, Tesla’s China-only 500+ mile Model 3, and a solar-powered drone that just stayed airborne for 74 hours without a drop of fuel. Show Notes with links: EV sales brace for slump, but charging networks surge ahead with automaker supportDespite challenges in EV sales, the U.S. fast-charging network is rapidly expanding and may actually meet infrastructure goals—whether or not EV adop...

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12:12

M&A Sugar High Ends, SDV Shifts, and the Quiet...

Automotive State of The Union ·

2025/08/13

Shoot us a Text. Episode #1120: Today we cover Presidio’s latest report showing dealership profitability gaining stable ground. We look at how automakers are shifting from solo efforts to shared platforms in the race for software-defined vehicles. We close with a growing workforce trend as quiet cracking challenges employee wellbeing and productivity. Show Notes with links: Presidio Says the Sugar High’s Over, But the Game’s Still Strong as the latest Presidio Group report shows that after ...

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10:56

Ford’s Factory Revamp, GM Leans Into Autonomy,...

Automotive State of The Union ·

2025/08/12

Shoot us a Text. Episode #1119: Ford’s factory revamp signals a new EV era, GM doubles down on autonomy without the taxi business, and AI takes over lesson plans as teachers lean into technology’s potential. Show Notes with links: Ford will invest $2B to transform its Louisville, KY plant into a high-efficiency hub for an affordable, tech-packed electric pickup—aiming to rival low-cost Chinese EVs when it launches in 2027.The new process cuts parts count by 20% with large single-piece alum...

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13:22

Auto Loans Loosen, Jaguar Goes Luxe, Shoppers Can’t...

Automotive State of The Union ·

2025/08/11

Shoot us a Text. Episode #1118: Auto loan approvals are climbing as vehicle demand heats up, Jaguar doubles down on its high-dollar EV future, and a new survey shows U.S. shoppers are still splurging on impulse buys. Show Notes with links: New data shows consumers may finally be catching a break in the auto loan market. Approvals are up, interest in buying is growing, and middle-income shoppers are more willing to make sacrifices to keep their vehicles.The New York Fed says auto loan reject...

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1,157 results

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