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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

16:00

Honda’s $15B EV Reset, Rivian Bets on R2, Farley...

Automotive State of The Union ·

2026/03/13

Shoot us a Text. Episode #1292: Today we unpack Honda’s massive $15.7B EV write-down and pivot back to hybrids, Rivian’s make-or-break R2 SUV aimed at the mainstream market, and Ford CEO Jim Farley’s vow to keep the manual Mustang alive Show Notes with links: Honda is taking a massive $15.7 billion writedown as it cancels several EV programs and pivots back toward hybrids, underscoring just how quickly the EV demand outlook has shifted.Honda will cancel three planned U.S. EVs — the Honda 0...

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11:17

Starboard Puts CarMax on Notice, Carvana Goes...

Automotive State of The Union ·

2026/03/12

Shoot us a Text. Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy. Activist investor Starboard Value is turning up the heat on CarMax's incoming CEO, arguing the used-car giant has plenty of untapped potential, and they've got a $350 million stake to back up that opinion. Starboard sent a letter to CEO-elect K...

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14:19

75 Day Supply, Honda's Identity Crisis, AI Bully Wanted

Automotive State of The Union ·

2026/03/11

Shoot us a Text. Episode #1290: Guest host Jamie Butters joins as we cover New-vehicle inventory hits 3 million units but slower sales are aging the lot. Honda begins importing cars from four countries. And a startup will pay you $800 to spend a day bullying AI chatbots. U.S. new-vehicle inventory climbed to 3.02 million units in February—a 75-day supply heading into spring—but a slower selling rate is doing more work than the numbers suggest. Total inventory is nearly identical to a year a...

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14:06

Chevy Bolt Is Back (For Now), Scout Waits Until 2028,...

Automotive State of The Union ·

2026/03/10

Shoot us a Text. Episode #1289: GM revives the Bolt—but only briefly—as EV strategy shifts again. Scout Motors confirms its rugged Terra and Traveler won’t reach customers until 2028. A new study finds heavy AI tool use may cause “AI brain fry.” Show Notes with links: GM is bringing back the Chevy Bolt—but not for long. The affordable EV is returning to production in Kansas, yet the company already plans to phase it out quickly as market realities, policy shifts, and demand changes reshape ...

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12:31

Dealership Deals Surge, VW Dealers Sue Scout, Ford...

Automotive State of The Union ·

2026/03/09

Shoot us a Text. Episode #1288: Buy-sell activity ramps up as more dealerships and franchises change hands in Q4. Meanwhile, Volkswagen dealers launch a 600-store class action over Scout’s direct-sales plan, and Ford patents a smart door system designed to prevent dents, injuries, and awkward parking lot moments. The dealership buy-sell market closed 2025 strong. Transaction count only ticked up slightly to 112, but the stores and franchises behind those deals hit multi-year highs — a delay...

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9:12

Dealer Covers All Student Meal Debt In Montgomery...

Automotive State of The Union ·

2026/03/07

Shoot us a Text. Today, Chris joins Paul and Kyle to share how DARCARS Automotive Group donated $230,000 to Montgomery County Public Schools to eliminate two years of outstanding student meal debt for hundreds of families — one of the largest single acts of dealer philanthropy in the region this school year. The donation was made through the MCPS Educational Foundation's Dine with Dignity Program, wiping out meal debt for families qualifying for the Free and Reduced-price Meals program.Since ...

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11:15

Scout Rides The EREV Wave, Atlanta's Car Subscription...

Automotive State of The Union ·

2026/03/06

Shoot us a Text. Episode #1286: Scout Motors discovers that American truck buyers want a generator backup with their electrons, Flexcar bets big on Atlanta's appetite for flexible wheels, and UPS makes the largest buyout offer in company history as it braces for life after Amazon. Scout Motors set out to be a pure EV brand, but the market had other plans. Of 160,000 reservations for the Terra pickup and Traveler SUV, 87% of buyers chose the EREV version — blowing past CEO Scott Keogh's expe...

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13:09

Record Negative Equity, Dealers Optimistic About...

Automotive State of The Union ·

2026/03/05

Shoot us a Text. Episode #1285: Today we unpack record negative equity making deals harder to pencil, service and parts lanes regaining momentum as dealers look for profit stability, and a surprising $56B productivity hit caused by generational friction and AI adoption inside modern sales teams. A growing number of buyers are rolling serious negative equity into their next vehicle purchase, creating real challenges for dealers trying to structure deals as lingering pandemic-era pricing cont...

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14:53

Carvana Buys Another Store, GM Changes Pre-Owned...

Automotive State of The Union ·

2026/03/04

Shoot us a Text. Episode #1284: Today we’re looking at Carvana quietly buying franchised dealerships, GM reshaping used-car sales around CarBravo, and Google’s newest AI image model. Carvana is continuing its quiet march into the franchised dealer world. The online used-car giant just bought another Stellantis dealership near Boston—its sixth in about a year—raising eyebrows across the industry and hinting at a bigger strategy to capture inventory, service revenue, and customer proximity. T...

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15:00

How The Iran Conflict Will Impact Auto, BYD’s Flash...

Automotive State of The Union ·

2026/03/03

Shoot us a Text. Episode #1283: Oil markets are on edge as global conflict pressures fuel prices and supply chains. Meanwhile, BYD may have cracked the code on five-minute EV charging, and CarMax becomes the first U.S. auto retailer to launch a shopping app inside ChatGPT. Oil markets are on edge after military action involving the U.S. and Israel disrupted shipping through the Strait of Hormuz. While automakers aren’t seeing immediate shutdowns, rising energy prices and potential shipping ...

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16:01

Honda Takes MPG Crown, Destination Fees Climb, What’s...

Automotive State of The Union ·

2026/03/02

Shoot us a Text. Episode #1282: Honda leads the nation in fuel economy, destination charges quietly climb to $1,600 per vehicle, and a new Gallup report shows staffing shortages may be holding back customer experience across retail. If you had to guess the most fuel-efficient automaker in America, who would you pick? According to the EPA’s newly released 2025 Automotive Trends Report, Honda just claimed the top spot—blending hybrids, smart engineering, and affordability into a winning formu...

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19:59

Coats For Kids = Impact For Generations

Automotive State of The Union ·

2026/02/28

Shoot us a Text. On this final day of February, Paul, Chris and Nathan sit down to talk about The Truth About Car Dealers season 2, why you should attend ASOTU Con, and how the Greater New York Automobile Dealer's Association donated thousands of coats to New York's Annual Coat Drive. It's a reminder that focusing on the people is always the right option. Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealers...

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19:16

Hyundai Tesla Robot Wars, Ford Helps Out In Service,...

Automotive State of The Union ·

2026/02/27

Shoot us a Text. Episode #1280: Steve Greenfield is back as guest host as Hyundai takes aim at Tesla in the humanoid robot race, Ford pushes dealers toward same-day service with factory-backed AI support, and Burger King launches an always-listening “AI manager”. The EV race may be evolving into a robotics race. Hyundai is positioning its Atlas humanoid robot directly against Tesla’s Optimus, signaling that the next competitive edge for OEMs could be autonomous labor inside the plant. Both ...

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14:34

Dealer Transparency Tracker, More Mobile Service...

Automotive State of The Union ·

2026/02/26

Shoot us a Text. Episode #1279: Today we break down CarEdge’s new Dealer Transparency Index shaking up pricing accountability, GM’s MobileService+ reboot with lower-cost gas crossovers, and a fresh bump in consumer confidence that could signal steadier showroom traffic ahead. CarEdge just launched a new public report card for dealers—and it’s aiming straight at pricing transparency. The AI-powered platform unveiled its Dealer Transparency Index, grading over 4,600 U.S. dealerships on how “r...

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14:34

Steve Greenfield on Dealer-Built Tech Products, BYD’s...

Automotive State of The Union ·

2026/02/25

Shoot us a Text. Episode #1278: We’ve got Steve Greenfield joining the show today as a dealership-born AI platform lands a full cash exit and gears up for U.S. expansion—while China’s red-hot EV market hits a margin-crushing price war. A Dubai-born AI platform built by former dealership operators just scored a full cash exit. AlgoDriven has been acquired by San Francisco-based Emergence, delivering a full exit to investors including Oman Technology Fund, 500 Global, Social Capital, and Auto...

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15:27

Breaking Down The Tariff Situation, Plug-In Lambos,...

Automotive State of The Union ·

2026/02/24

Shoot us a Text. Episode #1277: The Supreme Court narrows emergency tariffs—but most auto duties remain, reshaping pricing and payments. Lamborghini shelves its EV plans in favor of hybrids. And Gen Z is ditching smartphones for iPods, chasing simpler tech in a distracted world. In our ASOTU daily email this morning, the team broke down the recent tariff news and what they mean for dealers. While one layer of trade pressure is gone after the Supreme Court’s ruling, most auto-related tariffs...

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15:17

Dealer Count Down - Throughput Up, Used EV Values...

Automotive State of The Union ·

2026/02/23

Shoot us a Text. Episode #1276: The 2026 dealer census shows fewer franchise points but stronger per-store sales. Tesla resale values rise while other EVs slide post-tax-credit. And consumers are shifting away from big-ticket purchases, focusing instead on repairs, durability and value. The latest Automotive News dealer census shows a network that’s slimming down—but getting stronger. As OEMs right-size their footprints, throughput is climbing and single-brand stores are on the rise.The U.S...

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10:21

3 Miles, A Snowstorm, Quintuplets and a New Chevy...

Automotive State of The Union ·

2026/02/21

Shoot us a Text. Today on the show, Chris Reeves joins Paul J Daly and Kyle Mountsier (with a brief appearance by Producer Nathan Southwick). After they remind Nathan of how many days are in February, they get into the story of how the West Herr Automotive group recently served a mathematically unlikely family: quintuplets. A family of nine, suddenly trying to answer one simple, real-world question: “How do we fit everybody?” So West Herr stepped in with a 2026 Chevrolet Suburban and took “t...

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11:09

How Carvana Will Sell 3M Cars Per Year, Used EV Cost...

Automotive State of The Union ·

2026/02/20

Shoot us a Text. Episode #1274: Today we unpack Carvana’s push toward 3 million annual sales and what ADESA means for scale, a new study showing used EVs winning on long-term ownership math in a firm wholesale market, and Google’s Gemini 3.1 Pro raising the stakes in the accelerating AI arms race. Carvana is doubling down on its bold goal of selling 3 million retail units annually by 2030–2035 — and ADESA is the engine under the hood. After a record 2025, the company says the runway is real. ...

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10:16

GM Bets on Lean Inventory, AI Taking Chips From Cars,...

Automotive State of The Union ·

2026/02/19

Shoot us a Text. Episode #1273: GM is staying lean to outmaneuver the next sales slowdown. AI’s appetite for memory chips could spark a new supply squeeze across autos and tech. Retailers are proving that telling better stories sells. Show Notes with links: General Motors is rewriting its inventory playbook, running 30–40% leaner and hoping that tighter supply, stronger cash flow, and faster decision-making could turn the next cycle into a competitive advantage.S&P Global Mobility forec...

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1,332 results

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