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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

13:07

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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12:50

Penske Wins Centennial Award, States Win Charging...

Automotive State of The Union ·

2025/06/26

Shoot us a Text. Episode #1080: Today we’re talking about winners - how Roger Penske was honored with the Automotive News Centennial Award, how 14 states have won back $5B in EV charging funs and how Meta and Anthropic both won copyright lawsuits. Show Notes with links: Auto and racing icon Roger Penske received the Automotive News Centennial Award, and shows no signs of slowing down despite being 88. He reflected on six decades of building a business empire by putting people first.He credi...

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16:13

AI Blackmail, Hertz Scans for Scrapes, and Wholesale...

Automotive State of The Union ·

2025/06/25

Shoot us a Text. Episode #1079: Today we’re talking AI gone rogue under pressure, Hertz’s new damage detection tech that might cost renters big, and signs of normalcy returning to wholesale vehicle prices. Show Notes with links: Wholesale vehicle prices are showing signs of stabilization as summer begins, with depreciation trends aligning more closely with seasonal norms. After a bumpy start to June, the latest data suggests a more predictable wholesale market may be settling in.Wholesale p...

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14:03

Nissan CEO Feels the Heat, EV Factory Tours Booming,...

Automotive State of The Union ·

2025/06/24

Shoot us a Text. Episode #1078: Today we’re talking stormy shareholder meetings at Nissan, the EV factory tours drawing crowds in China, and the Gen Z men getting caught outsourcing their work to AI. Show Notes with links: Nissan’s new CEO Ivan Espinosa faced intense scrutiny from investors at his first annual shareholders' meeting as he moves forward with a bold restructuring plan and ends Renault’s board influence.Espinosa replaces ousted CEO Makoto Uchida, part of a March leadership over...

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13:02

How Stellantis is (Not) Changing, Tesla Robotaxis Go...

Automotive State of The Union ·

2025/06/23

Shoot us a Text. Episode #1077: Today we’re talking about Stellantis’ cautious leadership shuffle, Tesla’s Robotaxi rollout with safety monitors in the passenger seat, and how AI is quietly shaping the way we talk—even if we don’t realize it. Antonio Filosa officially begins his tenure as Stellantis CEO, opting for continuity over disruption by retaining his North America role and promoting from within—a move that left investors wanting more.Filosa will remain based in Detroit and continue ...

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8:55

In A World On Fire, Light a Flame of Empowerment

Automotive State of The Union ·

2025/06/21

Shoot us a Text. Today, Chris Reeves joins Paul and Kyle to talk about how sourcing stories is like sitting by a river with little sailboats going down it. Then they talk about how Shelly Hux from Herrin-Gear Automotive Group wrote in to share how she's been empowered to make a difference in her community and how more dealers can do that at their stories. 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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10:19

Carmax Crushes Q1, When EV Tax Credits Will Go Away,...

Automotive State of The Union ·

2025/06/20

Shoot us a Text. Episode #1075: Today we’re talking CarMax’s record-setting quarter, Congress clashing over EV tax credits, and Honda’s surprising success in rocket science. Yep, you read that right—Honda landed a rocket. Show Notes with links: CarMax's latest quarterly results are in—and they're cruising past analyst expectations with strong used vehicle sales, revenue growth, and record-breaking profit per unit.Q1 net income jumped 38% to $210.4 million, while revenue rose to $7.5 billion...

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11:45

One Year Later, Waymo Takes on NYC, Digital Humans...

Automotive State of The Union ·

2025/06/19

Shoot us a Text. Episode #1074: We’re diving into CDK’s post-attack transformation, Waymo’s bold NYC ambitions, and China’s booming AI-driven live commerce, where digital humans are outselling their creators. Show Notes with links: A year after cyberattacks rocked the industry and CDK Global, the focus has shifted from crisis response to long-term resilience — though not all lessons stuck.Two cyberattacks forced CDK’s DMS offline for two weeks, disrupting operations at 15,000 dealerships an...

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12:43

Actually American-Made, Tesla Pauses Production,...

Automotive State of The Union ·

2025/06/18

Shoot us a Text. Episode #1073: Six EVs crack the top 10 of Cars.com's American-Made Index, Tesla pauses Cybertruck and Model Y production, and the U.S. Senate gives crypto a win with new stablecoin regulations, clearing the path for mainstream adoption. Electric vehicles are leading the charge in U.S. manufacturing impact, as revealed by Cars.com’s 2025 American-Made Index. For the first time, EVs make up the majority of the top 10, signaling how deeply electrification is taking root on Am...

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15:42

Ferrari Feels EV Slowdown, LAZ Parking Adds 50K...

Automotive State of The Union ·

2025/06/17

Shoot us a Text. Episode #1072: Ferrari eases off the EV pedal, LAZ Parking launches a game-changing 50,000-charger rollout, and TikTok’s AI influencers threaten to upend the creator economy. Show Notes with links: Welcome to the franchise side, Benji Urra! A seasoned dealer since 1985, Benji is entering the franchise world after nearly 40 years in the independent auto business.He acquired Bravo Nissan of Victoria, TX, from Bravo Autos' Raymond Palacios and Alex Flores. Even the pran...

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13:12

Top 100 Service and Parts, EV Registrations Fall In...

Automotive State of The Union ·

2025/06/16

Shoot us a Text. Episode #1071: In today’s episode, we unpack April’s surprising EV registration drop, spotlight top dealership strategies driving service and parts growth, and break down a fresh consumer sentiment boost that still comes with caution. Automotive News’ Top 100 Service and Parts Dealer Groups show that there’s no single path to growing service and parts revenue—but that tailored strategies, tech investments, and a laser focus on training can deliver huge results.Murgado Autom...

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17:59

Raptor Rally Makes Wishes Come True

Automotive State of The Union ·

2025/06/14

Shoot us a Text. Today on the show, we've got Daniel Govaer joining Paul, Kyle and Chris to recap the Raptor Rally that he helped host. Together with Leif Johnson Ford and Rally Ready Ranch, they brought the high-performance Ford Raptor community together to benefit Central Texas Make-A-Wish. It went so well that the Make-A-Wish team left before all of the kids and families did, because of how well it was going. A poignant reminder of the amazing impact that auto can have on life's defi...

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15:37

Auto Tariffs To Go Up?, Gen Z Shops With Google, Veo...

Automotive State of The Union ·

2025/06/13

Shoot us a Text. Episode #1069: Trump eyes higher auto tariffs and axes California’s EV rules, Google quietly gains ground with Gen Z shoppers, and an AI-generated NBA Finals ad shows how fast, cheap, and creative the future of advertising can be. Show Notes with links: In a high-energy speech, President Trump proposed raising auto tariffs and celebrated a legislative rollback of California’s EV mandates — a double-down on his strategy to protect domestic auto manufacturing and consumer cho...

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12:47

Goodbye EV Tax Credit, Toyoda Sticking Around, Hello...

Automotive State of The Union ·

2025/06/12

Shoot us a Text. Episode #1068: Congress considers sweeping reforms to EV and emissions incentives, while Toyota tightens its corporate family ties with a bold $33B buyout—cementing Akio Toyoda's hold at the top. Plus, Lowe’s gets into the creator game with Mr. Beast and other social stars. Show Notes with links: Congress is fast-tracking a comprehensive budget bill before a self-imposed July 4 deadline, with proposed changes to fuel economy standards, EV tax credits, and even regulations...

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11:27

Trump Says China Deal Is Done, Tesla Robotaxi To...

Automotive State of The Union ·

2025/06/11

Shoot us a Text. Episode #1067: We’re covering how President Trump announced that China will provide rare earth minerals in a new trade deal. Plus Tesla’s push toward a robotaxi launch in Austin and what it means for the future of autonomy and Apple brings a major refresh to CarPlay in iOS26. President Trump just announced the deal is “done” regarding a sweeping trade agreement that positions China as the upfront supplier of rare earths to the U.S.—a major shift with big implications for au...

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15:39

May Incentives Up, Lucid’s US Battery Supply Chain,...

Automotive State of The Union ·

2025/06/10

Shoot us a Text. Episode #1066: Today we’re looking at the May economic data from Cox Automotive, how Lucid is reducing its dependence on foreign battery materials and how Meta has increased its ad revenue without increasing volume through targeting. Show Notes with links: May's economic and automotive data show a market adjusting to tighter consumer budgets and lingering workforce shifts. Retail remains steady, but pricing sensitivity is driving realignment in both new and used inventory...

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10:49

Rivian Builds Platform for VW, Waymos on Fire, Back...

Automotive State of The Union ·

2025/06/09

Shoot us a Text. Episode #1065: Today we’re breaking down Rivian’s big win with VW, a wild scene in LA as Waymo vehicles go up in flames, and how back-to-school shopping is creeping into summer. Show Notes with links: The tech partnership between EV upstart Rivian and legacy automaker Volkswagen just took a major leap forward. Rivian’s upcoming R2 SUV platform won’t just support Rivian’s own vehicles—it’s about to become the backbone of every new EV under the Volkswagen Group umbrella.All...

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10:31

How Charles Ingles has influenced the Auto Industry.

Automotive State of The Union ·

2025/06/07

Shoot us a Text. Paul, Kyle, and Chris realize their shared aspiration identity...Charles Ingles from Little House on the Prairie. They laugh about how ironically he is a representation of what it is to steward your community. When Hurricane Milton hit, the South Pasadena Fire Department was left boatless, until Maher Chevrolet stepped in. The dealership donated a rescue-ready inflatable boat and stairs for the department’s new high-water vehicle. Now the crew can reach stranded residen...

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1,163 results

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