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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

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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14:03

Rates Down/Payments Up, Scout DTC “Exactly What...

Automotive State of The Union ·

2024/10/29

Shoot us a Text.We’re live from Lafayette Indiana to start recording the second season of More Than Cars! Today, we’re running through the latest industry data from J.D. Power, pushing back against an article from the Verge that suggests Scout is doing “exactly what customers want”, and how Apple is innovating with its advertisements.Show Notes with links:J.D. Power’s preliminary October data reveals that while auto loan interest rates have dipped, monthly payments on new vehicles continue to...

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Rocky Q3 For Publics, EV Test Drive Interest, Seeing...

Automotive State of The Union ·

2024/10/28

Shoot us a Text.It’s the last week of the month, so go finish strong! Today, we’re covering how the public dealership groups made out in Q3, plus a survey that says a majority of Americans are interested in test driving an EV and another survey that says we see the same add too many times.Lithia & Driveway, AutoNation, and Sonic Automotive report contrasting Q3 financial results, marked by cyberattack impacts, record revenues, and operational successes in both new and used vehicle segment...

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8:51

Turning Challenge Into Hope, and Seeing The Industry...

Automotive State of The Union ·

2024/10/26

Shoot us a Text.Today on the Saturday pod, Kyle is joined by Chris and Nathan. Chris shares the story of Mike McSherry and his marathon for his son and the March of Dimes. So far, he's raised over $30K for the amazing organization on the support of the automotive industry! There's still opportunity to donate and make an impact. It's a reminder that as we band together, no crisis can win!Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conve...

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15:03

Scout Goes Direct & Dealers Pushback, EV Roundup,...

Automotive State of The Union ·

2024/10/25

Shoot us a Text.Feathers have been rustled this Friday morning as Scout announced their long-awaited vehicles, and how they aren’t going to use dealers to sell them. Plus, we talk about Farley’s Chinese EV revelation, how Tesla is finding new profit centers and why every car only comes in a shade of black or white.Show Notes with links:After over two years of tight-lipped planning, Scout Motors has unveiled its direct-to-consumer approach for the Terra pickup and Traveler SUV, bypassing the t...

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12:04

Dealer Profits Stable, Fleet EV Transition, and...

Automotive State of The Union ·

2024/10/24

Shoot us a Text.Happy Thursday! Today Paul’s back and we cover stabilizing dealer profits, GM & Ford helping Fleet customers transition to the EV lifecycle, and Apple’s newest beta features available now.Show Notes with links:New data from the Presidio-NCM benchmark shows the sharp drop in dealership profits may be stabilizing after a tough year. Average dealership pretax profits dropped 30.4% in 2024, but this is an improvement from earlier declines.Used-vehicle margins showed impro...

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11:47

GM Beats Wall Street, 19 Million Tons of Lithium, Air...

Automotive State of The Union ·

2024/10/23

Shoot us a Text.As we reach the middle of the work week, we’ve got the one and only Jordan Cox in the studio! Today, we’re talking about how GM has raised their 2024 guidance again, how Arkansas could be home to enough lithium to power all the world’s EVs and how the FAA has issued its rules for air taxis.Show Notes with links:General Motors (GM) beat Wall Street's Q3 estimates, with shares surging 8%. Continued strong demand for trucks and SUVs drove the growth, while GM's revised 2024 profi...

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14:16

AI Hit-Or-Miss For Dealers, Mach-E That Looks Like A...

Automotive State of The Union ·

2024/10/22

Shoot us a Text.It’s a terrific Tuesday morning, and we have guest host Amit Chandarana, newly announced CEO of Curbee! We’ll be discussing how auto dealers are integrating AI into their operations (or how they aren’t), the refreshed Mustang Mach-E and Chick-Fil-A’s new streaming network.Show Notes with links:Auto dealerships are embracing AI with hopes of transforming operations, but the technology’s initial impact has been hit-or-miss. While there are real gains, the promises of instant tra...

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14:21

What Your Car Says About You, Negative Equity Spike,...

Automotive State of The Union ·

2024/10/21

Shoot us a Text.Description:As we roll into a new week, we’ve got some fun insights from Business Insider about the United State of Automobiles. Plus, we talk about how negative equity is growing year over year and an innovative Sam’s Club concept that eliminates any type of checkout lane.AnnouncementASOTU Edge Webinar on October 23 at 2Pm with Amol Washampayan of fullthrottle.ai - Find Your Shoppers Using Free TVMore Than Cars Episode 4 Releases on November 13thRohrman MTC shoot Oct 28-30 - ...

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9:14

Supercar Parade for the Kids

Automotive State of The Union ·

2024/10/19

Shoot us a Text.Today ASOTU head writer Chris Reeves sits with Paul and Kyle to talk about the Supercar Parade collab the Wylar Automotive Group put on to benefit the Ronald McDonald house. They may or may not also talk about the posters they had in their rooms as kids. 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.as...

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14:23

EV Registrations Up 18%, FSD Low-Viz Investigation,...

Automotive State of The Union ·

2024/10/18

Shoot us a Text.As we wind down on another week, we’re looking at August’s EV numbers and the gains by GM. Plus, we talk about the NHTSA’s investigation into Full Self Driving, and how Rivian is re-skinning its R1s for spooky season.Show Notes with links:General Motors' latest electric vehicles, combined with Tesla's Cybertruck, significantly contributed to an 18% increase in U.S. EV registrations in August year over year.U.S. EV registrations hit 111,952, accounting for 8.6% of the light-veh...

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8:52

Plug-Ins Not Winning, Cybertruck Reservation List,...

Automotive State of The Union ·

2024/10/17

Shoot us a Text.We’re together in-person this Thursday morning as we reflect on the 100 years of Carter Myers Automotive. Today we’re talking about how plug-in hybrids may not be the transition to EVs that we thought, how Tesla may have already exhausted its Cybertruck reservation list and how more Americans are concerned about their credit card debt.Show Notes with linksMany have pointed to the plug-in hybrid as the ideal transition vehicle from ICE to BEV. But a new study from J.D. Power su...

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14:28

Affordability Drives Sub-$20K Segment, AI EV Battery...

Automotive State of The Union ·

2024/10/16

Shoot us a Text.It’s a wheels up Wednesday as we’re celebrating with Carter Myers Automotive at their 100th Anniversary Gala. We also dive into the rise of affordable new vehicles, AI’s game-changing role in EV battery safety, and the growing frustration of U.S. shoppers facing shrinkflation.Show Notes with links:New data suggests lower-priced vehicles are surging in popularity despite the average price of new cars remaining high. Buyers are acting fast before affordable models disappear, wit...

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15:01

GM EVs Outsell ICE in China, AI In-Car Experience,...

Automotive State of The Union ·

2024/10/15

Shoot us a Text.On this Tuesday, we dive into GM’s historic EV sales surge in China, explore how AI-powered voice assistants are changing the in-car experience, and look at Starbucks’ new CEO's strategy to cut discounts and bring back the coffeehouse charm.Show Notes with links:General Motors has achieved a significant milestone in China, selling more electric and hybrid vehicles than ICE cars for the first time in Q3 2024.Total deliveries in China grew by 14.3% to more than 426K vehicles, ac...

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11:49

Stellantis Shuffles, Fiat Fun, and Catching a Rocket...

Automotive State of The Union ·

2024/10/14

Shoot us a Text.Hello Monday! Today we dive into Stellantis’ leadership shuffle as Jeep’s Antonio Filosa takes on this crucial role, Fiat stirs up fun with a cheeky EV campaign, and SpaceX makes history by catching its massive Starship booster midair.Antonio Filosa, Jeep’s CEO since last November, is now also stepping into the role of Stellantis North America COO. With a sales slump and dealer frustrations, Filosa faces a challenging balancing act as he takes on this dual role.Antonio replace...

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9:33

This Dealer's Dream to Make World a Better Place

Automotive State of The Union ·

2024/10/12

Shoot us a Text.Kyle, Paul, and Chris Reeves join us in the studio today!On top of the news this week featuring the Top 150 Dealerships to Work For, Chris touches on Scott Bieler's take on why these top dealers continue to make the world a better place.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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17:06

Best Dealership, Tesla's Cybercab, and the Silver...

Automotive State of The Union ·

2024/10/11

Shoot us a Text.It’s Friday! Audi Tysons Corner tops the 2024 Best Dealerships list with a focus on leadership, Tesla unveils the futuristic Cybercab for high-volume autonomy, and retailers shift focus to the booming silver economy.Audi Tysons Corner has secured the top spot in the 2024 Automotive News Best Dealerships To Work For list, with notable achievements in minority leadership and large dealership categories.The Best Dealerships To Work For program celebrates U.S. stores that create p...

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13:25

GM’s Model Margins, Toyota’s Caution, and Grit from...

Automotive State of The Union ·

2024/10/10

Shoot us a Text.On this Thursday, we explore GM's increased profitability from simplifying gasoline models, Toyota's cautionary stance on an all-EV future with its job risks, and how fast-food jobs have shaped the careers of today's successful professionals.Amid the focus on EVs, GM has found profitability by simplifying its gasoline models, improving margins even on entry-level vehicles.Chevrolet Trax and Buick Envista now yield mid- to high-single-digit margins with the 2024 Trax saw a 20% ...

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12:11

Is Tesla’s Robotaxi a Dud?, Milton Causes Early...

Automotive State of The Union ·

2024/10/09

Shoot us a Text.We’re rolling through the middle of the week, and holding our breath as we wait to see how hard Milton will hit Florida. Plus, we debate whether Tesla can deliver on its robotaxi promise and talk about Spirit Halloween turning into Spirit Christmas.Show Notes with links:Several wholesale auto auctions and dealerships in Florida closed on October 8 and 9 due to the impending arrival of Hurricane Milton. It is hovering between Category 4 and 5 and is expected to make landfall ov...

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1,202 results

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