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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

14:06

Q2 Auto Profits Surge, China Gets EV Bronco, Tesla...

Automotive State of The Union ·

2025/07/21

Shoot us a Text. Episode #1100: Franchised dealerships saw a 22% profit surge in Q2, led by strong gains in import and domestic brands. Ford unveiled a high-tech electric Bronco, but it’s only for China. Meanwhile, Tesla opened its retro-style diner and drive-in in Hollywood, complete with Superchargers, rooftop views, and robot service. Franchised dealerships saw a big jump in net profits this quarter as customers rushed to buy before tariffs hit, according to the Q2 2025 Presidio-NCM Benchm...

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10:37

Love Doesn’t Stop With The Car

Automotive State of The Union ·

2025/07/19

Shoot us a Text. Episode #1099: It’s Saturday, which means Chris Reeves is back in the studio with another story that brings all the feels. This time it’s about Speedway Subaru in Indianapolis. When a service advisor found out a longtime customer had lost everything in a house fire, including the dog that saved their life, he didn’t just offer sympathy. He took action. The team came together to donate a car and provide essentials to help the family rebuild. We talk about what it means to be o...

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12:15

Rivian’s Southern Roots, Ford’s Hero Reward, ChatGPT...

Automotive State of The Union ·

2025/07/18

Shoot us a Text. Episode #1098: Rivian is laying foundations in Georgia with a new East Coast HQ and massive EV factory. A brave deacon turns his F-150 into a life-saving shield, and gets rewarded. And OpenAI's latest ChatGPT upgrade puts real-world task management on autopilot. Rivian is plugging into Atlanta as it sets the stage for its next major manufacturing move. The EV maker is launching an East Coast HQ to support its second plant, with big plans to expand.The Atlanta office opens l...

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11:37

Franchise Law “Holy War?”, Stellantis Scraps...

Automotive State of The Union ·

2025/07/17

Shoot us a Text. Episode #1097: In today’s episode, we dig into why the Alliance for Automotive Innovation and NADA are in disagreement on state franchise laws, Stellantis’ quiet hydrogen retreat, and why pop-up shops are punching above their weight in modern retail strategy. The Alliance for Automotive Innovation has called on the DOJ to review state franchise laws, sparking a fierce response from NADA and highlighting long-standing tensions between OEMs and dealers.The Alliance argues som...

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12:00

GM’s Gas-Powered Comeback, 112-Year-Old Dealership...

Automotive State of The Union ·

2025/07/16

Shoot us a Text. Description: Episode #1096: We cover GM’s shift away from EVs at Orion, the end of a 112-year family legacy at Ohio’s oldest Ford dealership, and how new AI tools are challenging the finance industry’s most iconic software. Show Notes with links: General Motors is officially reversing course at its Orion Assembly plant, which had been idled since late 2023 for a planned conversion to electric vehicle production. Instead, the automaker now says the factory will build g...

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13:48

Volvo’s Tariff Hit, Nissan’s EV Switch, Ford’s...

Automotive State of The Union ·

2025/07/15

Shoot us a Text. Episode #1095: Volvo takes a $1.2B charge as EV costs and tariffs bite. Nissan shifts gears in Mississippi, shelving EV plans in favor of SUVs and pickups. And Ford steps up in Texas, donating $1.25M and deploying people and vehicles to aid flood victims. Nissan’s $500M investment to build five EVs in Canton has stalled amid political uncertainty and loss of U.S. tax credits. The automaker is eyeing SUVs and pickups to keep the lights on. With EV plans delayed, Nissan is pi...

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9:07

40 Under 40, Used EV Ramp Up, Tesla’s Grok Doesn’t Do...

Automotive State of The Union ·

2025/07/14

Shoot us a Text. Episode #1094: Today we celebrate the industry's next generation with Automotive News’ 40 Under 40, explore why used EVs are the hottest deal on the lot, and dig into Tesla’s underwhelming Grok rollout. It’s time to recognize the rising stars shaping the future of the retail automotive business. Automotive News has released its 14th annual “Retail 40 Under 40” list, spotlighting the next generation of dealership leadership.This year’s honorees include GMs, dealer prin...

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12:37

Because They Deserve More Than A Patch of Grass

Automotive State of The Union ·

2025/07/12

Shoot us a Text. Episode #1093: We know that everyone here is actually to listen to Chris Reeves on this Saturday morning. After a delightful segue about incense, smoke and fire drills in elementary school, we get into the story of St. Cloud Subaru. At Place of Hope shelter in St. Cloud, Minnesota, nearly 40 children had no place to play. Just a patch of grass across the street and a basketball court. St. Cloud Subaru noticed and jumped into action. After years of supporting the shelter thro...

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15:03

Scaringe vs The System, Teslas Get Grok, Starbucks...

Automotive State of The Union ·

2025/07/11

Shoot us a Text. Episode #1092: We unpack how Rivian views legacy OEMs as “adversaries”, Elon’s plan to put Grok in your Tesla, and why your next Starbucks smiley face might be powered by pressure, not personality. Show Notes with links: Rivian CEO RJ Scaringe came out swinging against recent federal policy changes that gut EV incentives. But while the industry might stall, Rivian could gain room to thrive as legacy players backpedal.Scaringe called the rollback of EV tax credits and subs...

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13:48

Dealers React To End of EV Tax Credits, Bay Area...

Automotive State of The Union ·

2025/07/10

Shoot us a Text. Episode #1091: Today we’re covering how dealers are adapting to the end of EV tax credits, Tesla’s push to bring robotaxis to the Bay Area, and the TSA’s surprising move to let travelers keep their shoes on. Show Notes with links: With the federal EV tax credits ending September 30, dealers are shifting strategies to keep momentum in a market suddenly missing key incentives.Liza Borches of Carter Myers Automotive says, “We’re planning marketing campaigns to help [customers...

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16:09

Toyota Helps Out In Texas, EV Battery Reboot,...

Automotive State of The Union ·

2025/07/09

Shoot us a Text. Episode #1090: Toyota leads with heart in Texas, Redwood supercharges old EV batteries for AI, and deepfake fraud hits a chilling milestone. Show Notes with links: Following catastrophic flooding, Toyota is stepping up big for its home state, pledging over $600,000 in aid to support the Kerr County Flood Relief Fund and various on-the-ground recovery efforts.TMNA is joining forces with Toyota Financial Services, Gulf States Toyota, Southeast Toyota, and dealers nation...

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14:52

EV Credit Countdown, Toyota Goes Flex, Prime Day Plus 4

Automotive State of The Union ·

2025/07/08

Shoot us a Text. Episode #1089: The federal EV tax credit countdown is officially on—and startups like Slate are feeling the pressure. Toyota’s new “K-flex” line is redefining manufacturing versatility in Georgetown, while Amazon kicks off a four-day Prime Day aimed at cautious consumers and stocked-up sellers. Show Notes with links: The countdown has started. EV tax credits vanish after September 30, 2025, slamming the brakes on what was once a key driver of electric vehicle adoption. Deal...

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11:56

Musk Gets Political, China’s EV Bloodbath, Helicopter...

Automotive State of The Union ·

2025/07/07

Shoot us a Text. Episode #1088: We’re kicking off the week with Elon Musk mixing politics and business, a brutal forecast for China’s crowded EV market, and one unforgettable funeral send-off in Detroit. Show Notes with links: Elon Musk’s creation of the “America” political party is fueling investor anxiety as Tesla faces a pivotal year marked by declining sales, shifting strategy, and mounting public scrutiny.Musk aims to influence key House and Senate races in 2026 via his new party, but ...

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13:42

FOOOORRRRRDDDD In The USA

Automotive State of The Union ·

2025/07/04

Shoot us a Text. Happy July 4th! Today, Chris Reeves joins Paul and Kyle to celebrating the most amazing industry in the most amazing country in the world. Here's some fun facts about this July 4th: 72.2 million Americans are expected to travel 50+ miles from home between June 28 and July 6, marking a new record. 61.6 million will travel by car, making it the busiest Independence Day on the roads. 5.84 million air travelers are anticipated, with domestic airfare averaging $260 rou...

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10:30

Q2 Sales Up (With an Asterix), Carfax Best Place To...

Automotive State of The Union ·

2025/07/03

Shoot us a Text. Episode #1086: Today we unpack Q2’s early sales surge and late slip, celebrate CARFAX’s workplace wins, and wonder about Chuck E. Cheese’s nostalgic new venture for grown-ups. Show Notes with links: U.S. new-vehicle sales in Q2 were front-loaded, with consumers acting early to capitalize on incentives and avoid potential tariffs. The momentum faded by June, signaling possible headwinds ahead.Roughly 173,000 additional vehicles were sold in March and April, pushing the sales...

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15:47

Senate Passes Budget, Hyundai Hot Streak, Cloudflare...

Automotive State of The Union ·

2025/07/02

Shoot us a Text. Episode #1085: Today we’re diving into a high-stakes Senate budget bill that could end EV credits early, Hyundai’s record-breaking U.S. sales run, and Cloudflare’s bold move to make AI bots pay to crawl. Show Notes with links: The Senate passed a budget bill by a razor-thin 51-50 vote, with VP JD Vance breaking the tie. The bill, which moves to the House next, packs major implications for automakers and dealers alike.As we covered yesterday, the current version would ...

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15:52

No EV Tax Credits This Fall?, Rare Earth Workarounds,...

Automotive State of The Union ·

2025/07/01

Shoot us a Text. Episode #1084: Today we unpack the Senate’s plan to fast-track the end of EV tax credits, the global rush to secure rare earth magnet supply, and how small business owners are battling a new wave of AI-powered scams. Show Notes with links: Congress is fast-tracking the elimination of federal EV tax credits, creating waves across the auto retail and manufacturing sectors. A new Senate bill proposes ending both new and used EV credits by September 30, 2025.The Senate plan acc...

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13:07

Farley Talks Production, Trump Targets Japanese OEMs,...

Automotive State of The Union ·

2025/06/30

Shoot us a Text. Episode #1083: We’re talking tough trade talk from Trump, Jim Farley’s fiery pitch for industrial self-reliance, and the viral ChatGPT graduation moment that’s sparking serious debates—and wild experiments—in education. Show Notes with links: At the Aspen Ideas Festival, Ford CEO Jim Farley called for bold action to rebuild U.S. industrial strength, warning that the country’s economic security—and even its defense—depends on making essential products at home.Farley backs...

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9:31

12,805 Pounds of Purpose with Carter Myers Automotive

Automotive State of The Union ·

2025/06/28

Shoot us a Text. Chris Reeves join Kyle this morning to recap the travel week that Kyle and Paul had, and then to share about how Liza Borches and the Carter Myers Automotive group brought in 12,805 lbs of food in their Cans and Cans Drive. 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, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to ...

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12:28

Sunk Cars Costs $560M, EV Auto Pushes Back, Bye Bye...

Automotive State of The Union ·

2025/06/27

Shoot us a Text. Episode #1081: Today’s episode sounds the alarm on EV shipping risks after a $560M shipwreck, dives into the dealer-driven defense of EV tax credits with Alex Lawrence at the helm, and bids farewell to Microsoft’s iconic Blue Screen of Death. The June sinking of the Morning Midas cargo ship—loaded with Chinese EVs—has sparked serious concern across the shipping and auto industries. Estimated losses are pegged at $560 million, but the implications go far deeper.The ship was ...

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1,160 results

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