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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

15:06

EV Battery Prices To Plummet, Honda Double Range,...

Automotive State of The Union ·

2024/11/21

Shoot us a Text.We’re back at our desks after some time on the road. Today we’re talking about Honda’s plans to double EV range while reducing cost and size, a new study that says price parity between EV and ICE could come as soon as 2026, and the response to an AI-altered Coca-Cola ad.Show Notes with links:Honda aims to double the driving range of its EVs by the late 2020s through the use of innovative all-solid-state batteries.Research head Keiji Otsu describes the initiative as a “game-cha...

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13:28

EV Rollback, jaGUar Copies Nothing, Flying ShakeShack

Automotive State of The Union ·

2024/11/20

Shoot us a Text.Welcome to Wednesday as we talk about the likely EV regulation rollbacks on Trump’s Day One. We also talk about a Jaguar rebrand that’s unlike anything we’ve ever seen, as well Delta’s new initiative to serve ShakeShack on first class flights. Show Notes with links:Sean Duffy has been nominated to head the U.S. Department of Transportation by President-elect Trump, with a vision to lead America into a "golden age of travel." His nomination brings significant implications ...

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9:55

Supply vs Demand, BYD’s 10 Millionth Vehicle, Record...

Automotive State of The Union ·

2024/11/19

Shoot us a Text.We’re live in Petersburg VA this morning as we’re shooting the next episode of More Than Cars. Today, we’re talking about the latest Cars Commerce Industry Insights and what it means for supply and demand, how BYD has produced its 10 millionth new energy vehicle, and how this Thanksgiving could be a record for travel.Show Notes with links:The October Cars Commerce Industry Insights Report reveals that new vehicle supply is way up, while demand has only seen a small increase.Ne...

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10:34

Carvana Scales Capacity, Most Fatal Car Study, Tech...

Automotive State of The Union ·

2024/11/18

Shoot us a Text.It’s a busy week around the ASOTU halls as we’re in Florida for MRC and then Virginia for MTC. Today we’re covering how Carvana is scaling its capacity through the ADESA auction network, how Teslas topped a study on the most fatal cars on the road and the tech hiring slowdown.Show Notes with links:Carvana is reimagining its operations through strategic integrations of the ADESA auction network, emphasizing vertical integration and expansion.The used car retailer has converted ...

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9:28

Not Selling On Veteran's Day, but Serving in the...

Automotive State of The Union ·

2024/11/16

Shoot us a Text.Nathan and Chris host the show this Saturday morning and talk about how Sioux City Ford Lincoln closed on Veteran's Day so they could do community service for the veterans in their community. Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

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10:24

Is The EV Tax Credit Dead?, GM’s Free Night EV...

Automotive State of The Union ·

2024/11/15

Shoot us a Text.We’re almost at the end of another week, and today we’re covering how it seems that the Trump team is getting ready to eliminate the EV tax credit. Plus, GM is working with EV owners in Texas to offer free nighttime EV charging, and how on-the-job training is becoming harder to find.Show Notes with links:The Trump transition team is set to eliminate the $7,500 EV tax credit in an upcoming tax reform, a shift that could hinder the U.S.'s EV progress. Despite Tesla’s reliance on...

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13:19

Car Buying Harder In October, Cybertruck Day Supply,...

Automotive State of The Union ·

2024/11/14

Shoot us a Text.It’s Thursday, and we’re almost halfway through November. Today, we’re talking about a CDK study that says car buying got harder for consumers in October, how Tesla has exhausted its Cybertruck reservation list and OpenAI’s autonomous Operator that’s coming to a computer near you.Show Notes with links:According to a recent CDK Global study, shoppers struggled a bit more in October with finding the right car as inventory disruptions such as stop sales, model turnovers, and natu...

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13:56

Rivian, VW and Scout… Oh My, Fain Struggles To...

Automotive State of The Union ·

2024/11/13

Shoot us a Text.Today’s the day when we release More Than Cars episode 4: Mohawk Chevrolet at 1PM! Oh and we’re also talking about Rivian and VW’s finalized joint venture, how the UAW is struggling to gain momentum following last year’s big wins and how Dodge is adjusting its EV and ICE muscle car plans.Show Notes with links:Rivian Automotive and Volkswagen Group have finalized a significant joint venture worth up to $5.8 billion to advance electrical architecture and software for future EVs,...

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16:33

VinFast Gets Cash Infusion, Phases of AI In...

Automotive State of The Union ·

2024/11/12

Shoot us a Text.This Tuesday morning we are excited to publish the very first AutoIndustry.ai weekly email, covering everything the industry needs to know about AI. But before we talk about that, we’re covering how VinFast’s founder is jumping in to keep the company afloat again.Show Notes with links:VinFast is getting another major capital infusion from its billionaire founder Pham Nhat Vuong as well as parent company Vingroup to aid its global expansion.Pham Nhat Vuong, Vietnam’s first bill...

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15:49

$1.4B of Carvana Stock, Transparency Gap Closing,...

Automotive State of The Union ·

2024/11/11

Shoot us a Text.Happy Veteran’s Day and thank you to all who have served! Today we’re talking about Ernie Garcia II cashing in on $1.4B of Carvana stock, a new Capital One study highlighting the role of trust and transparency in the car buying process and an IHOP-Applebees shared location.Show Notes with links:Ernie Garcia II, father of Carvana CEO Ernest Garcia III, has strategically sold $1.4 billion of Carvana stock since April, benefiting from a notable rally in the company’s share price ...

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7:56

Crowdsourcing Where To Give Back

Automotive State of The Union ·

2024/11/09

Shoot us a Text.Happy Saturday! Nathan and Chris host the show today to recap the ASOTU team's time in Austin, TX this week and then share some of the good we're seeing in the auto industry.Park Place Dealerships donates $100,000 in small grant giveaways to local charities. The charities are submitted by employees and community members and in a couple of weeks the Irvine, TX community will learn who has won the grant awards.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at...

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10:25

CARS Rule Under Trump, Mexico Confronts Musk, AI...

Automotive State of The Union ·

2024/11/08

Shoot us a Text.Welcome to Friday! As we wind down the week, we’re talking about how the Trump Presidency could affect the FTC CARS Rule. Plus, Mexico wants answers from Musk as to Tesla’s Mexico Gigafactory and a painting by an AI robot sold for over $1M at auction.Show Notes with links:The Federal Trade Commission’s new regulations to combat auto retail scams, known as the CARS Rule, face an uncertain future with the potential of President-elect Donald Trump’s second term. Here’s a breakdow...

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10:24

Car Dealer Wins Senate Seat, CBT 40 Under 40, $15M...

Automotive State of The Union ·

2024/11/07

Shoot us a Text.We’re live from Austin this morning where we’ll be speaking to the ATAE Comms Directors, but before that, we’re talking about how car dealer Bernie Moreno is headed to the Senate, the second annual list of CBT 40 Under 40 honorees and how Open AI spent a whopping $15M on the Chat.com domain.Show Notes with links:Bernie Moreno, former auto dealer and Trump-backed Republican, flipped a longstanding Democratic Senate seat in Ohio, securing a narrow victory over Sherrod Brown.More...

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14:56

Trump’s Win Rattles EVs, Musk’s Influence, and IKEA’s...

Automotive State of The Union ·

2024/11/06

Shoot us a Text.Donald Trump’s return to the White House could disrupt the auto industry’s EV ambitions. Plus, Elon Musk’s advisory role with the new administration and his plans for autonomous tech. And, IKEA opens its first stand-alone restaurant in London.Show Notes with links:Former President Donald Trump has won the 2024 election, and his return could lead to major shifts for the auto industry, especially around electric vehicle (EV) policies, trade, and incentives. Here’s what might be ...

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13:53

Stellantis Slashes MSRPs, Tesla Leans Into Autonomy,...

Automotive State of The Union ·

2024/11/05

Shoot us a Text.Happy Election Day! Well, now that we’ve covered that… today we’re talking about how Stellantis listened to dealers and cut prices on some Jeep models, how Tesla has given up on the human-driven affordable EV, and how your name might start being incorrectly spelled on Starbucks cups this fall.Show Notes with links:Stellantis has decided to significantly reduce prices on its 2025 Jeep Wagoneer and Grand Wagoneer models to address dealer concerns about high prices slowing invent...

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16:59

Hard-To-Get Floorplans, Voice Control Over Physical...

Automotive State of The Union ·

2024/11/04

Shoot us a Text.We’ve got Michael Cirillo in the studio on this Monday, as we’re talking about how its becoming harder for new auto dealers to secure floorplan loans, how Rivian has decided that voice control is better than physical buttons and how online customers are abandoning carts because of choice overload.Show Notes with links:New and smaller auto dealers face mounting difficulties in securing essential floorplan loans, a crucial step in dealership ownership. Amid rising interest rates...

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7:57

Trick or Treat Around The Auto Industry

Automotive State of The Union ·

2024/11/02

Shoot us a Text.On Saturday's we like to talk about the ways we see dealers impacting their communities, and today, Kyle and Chris are talking about everything Halloween, from haunted car washes to PS5 giveaways to scary replicas of Paul and Kyle.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

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11:13

October Sales Growth, Ford’s Manager Accountability,...

Automotive State of The Union ·

2024/11/01

Shoot us a Text.It’s a new month and we hope you’re recovering from the candy hangover! Today we’re looking back at October in retail auto and reviewing how it did, examining how Ford is linking performance to manager bonuses and seeing how Target is moving Black Friday deals earlier than ever.Show Notes with links:October brought robust growth in U.S. auto sales, led by higher consumer interest in EVs and hybrids, as automakers capitalized on rising inventory and incentives.Hyundai and Kia s...

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13:43

Carvana Efficient Growth, Ford Pausing Lightning...

Automotive State of The Union ·

2024/10/31

Shoot us a Text.Happy Halloween! It’s the last day of the month, and we’re tracking how Carvana has managed to continue its used car growth. Plus, we cover how Ford is slowing down its production of the F-150 Lightning and Starbucks getting rid of extra fees for non-dairy milk.Show Notes with links:Shout out to our friends at UVeye! Their AI-driven automated vehicle inspection has earned a spot on TIME’s prestigious 2024 Best Inventions list, showcasing innovations that transform daily life.T...

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10:33

Ford Drops, Tesla Grows, Airline Refunds

Automotive State of The Union ·

2024/10/30

Shoot us a Text.Ford Drops, Tesla Grows, Airline RefundsDescription:We are on day 2 of More Than Cars season two shooting, and we couldn’t be more encouraged by what we are discovering in Lafayette, IN. Today we look at Ford’s Q3 report of lower net income, Tesla expanding its vehicle output in 2025 and a new requirement for you to get quicker airline refunds.AnnouncementREPLAY available: ASOTU Edge Webinar with Amol Washampayan of fullthrottle.ai - Find Your Shoppers Using Free TVMore Than C...

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