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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

14:05

CarMax Goes Older, Rivian Reuses, Resale Finds New...

Automotive State of The Union ·

2026/04/15

Shoot us a Text. Episode #1320: Today we unpack how CarMax is leaning into older inventory, Rivian is powering plants with old batteries, and resale is becoming the new customer acquisition engine for brands. Show Notes with links: CarMax is leaning into lower-priced, higher-mileage inventory and looser credit to tackle affordability—but Wall Street isn’t buying it yet. Despite solid earnings, shares slid as investors question the cost and timeline of the turnaround.CarMax stock dropped 1...

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12:04

Top 150 Grew Without Adding Rooftops, Amazon Autos...

Automotive State of The Union ·

2026/04/14

Shoot us a Text. Episode #1319: Dealers prove growth doesn’t require more rooftops, Amazon inches into car sales with real-world friction, and Slate Auto raises $650M to bring its affordable EV vision closer to production reality. Show Notes with links: Forget “grow or die”—2025 proved you can win without adding rooftops. Many Top 150 groups drove serious gains through operational discipline, not acquisitions, signaling a shift toward smarter, not just bigger, dealership strategies.52 g...

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11:17

Auto News Top 150 Dealer Rankings, Tesla Signature...

Automotive State of The Union ·

2026/04/13

Shoot us a Text. Episode #1318: Penske climbs the dealer ranks as consolidation continues, Tesla sends off Model S/X with a pricey Signature Series, and $4 gas is pushing consumers online. Automotive News’ 2026 Top 150 Dealer ranking saw some notable movement as acquisitions and stronger same-store sales reshaped the leaderboard.Penske Automotive moved to No. 2, bumping AutoNation to No. 3, while Lithia holds the top spot yet again.Penske’s growth was fueled in part by high-volume Califor...

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9:47

How To Find The Center of Your Community and Create A...

Automotive State of The Union ·

2026/04/11

Shoot us a Text. Today, Head Writer Chris Reeves joins Paul and Kyle to talk about how the Haselwood Auto Group has already raised over $80,000 for their local YMCA through their April campaign, and it's only April 11th! 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 automotive lea...

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14:24

AI-Powered Sales Kiosks, What To Consider When Buying...

Automotive State of The Union ·

2026/04/10

Shoot us a Text. Episode #1316: AI hits showrooms, EV owners share real-world truths, and SaaS fights for relevance in the AI era. A South Korean startup is pushing AI-powered showroom kiosks into U.S. dealerships, promising efficiency and cost savings. But despite growing AI adoption, experts say American buyers still want a human connection—especially when making one of life’s biggest purchases.Epikar’s “Pikar Genie” kiosk handles customer questions, delaying salesperson involvement unti...

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11:40

Broker Sales Aren’t Retail, Kia Plans US Pickup,...

Automotive State of The Union ·

2026/04/09

Shoot us a Text. Episode #1315: Kia and Toyota draw a hard line on broker sales, Kia sets its sights on the U.S. pickup market with electrified trucks, and Scout’s timeline keeps slipping—pushing its EV ambitions years behind schedule. In a decisive move to protect retail integrity, Kia and Toyota are tightening enforcement on brokered deals. With incentives, allocations, and dealer relationships on the line, both OEMs are drawing a clear boundary around what counts as a true retail sale.Ki...

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12:28

Ford Struggles With Aluminum Tariffs, Waymo Stops In...

Automotive State of The Union ·

2026/04/08

Shoot us a Text. Episode #1314: Ford eats billions in tariff-fueled aluminum costs, NYC hits pause on robotaxis to protect drivers, and a new benchmark shows AI still struggles with common sense From NADA re FTC: “NADA expressed disappointment with yesterday’s Advertising webinar… The FTC has pledged to conduct another webinar with senior leadership participating and to develop an FAQ document to help answer questions about the warning letters. Details are being worked out.” Ford’s a...

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13:00

FTC = Failure To Clarify, Chargers On The Mend,...

Automotive State of The Union ·

2026/04/07

Shoot us a Text. Episode #1313: An FTC webinar that raised more questions than answers, a new fix for broken EV chargers, plus collision repair education starting in elementary school. The much anticipated webinar hosted by NADA to, which included an FTC representative, left thousands of dealers and industry partners frustrated and provided no additional clarification on advertising rules.According to a recap email sent out by industry compliance company, ComplyAuto:The FTC's stated goal is...

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13:40

Senators Say No To China, Training Techs To Talk,...

Automotive State of The Union ·

2026/04/06

Shoot us a Text. Episode #1312: Lawmakers push to block Chinese EVs, TruVideo trains the next-gen tech to sell service with video, and stop-start tech may be on its way out as drivers—and regulators—hit the brakes. Three Democratic senators are urging President Trump to block Chinese automakers from building in the U.S. or importing via North America. With tariffs already high, the debate is shifting from competition to national security. Senator Tammi Baldwin, Elissa Slotkin, and Chuck Sch...

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13:03

A Car Take Apart Day At A Science Center - And The...

Automotive State of The Union ·

2026/04/04

Shoot us a Text. Today, we've got a special interview with Bill Knight of Bill Knight Automotive, about how he's built a culture of giving back to the community, and particularly the special event they've hosted with their local Discovery Center to bring in junker cars that kids and their dads can take apart. 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 A...

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11:08

OEMs Talk Affordability, Tesla Misses In Q1, Why...

Automotive State of The Union ·

2026/04/03

Shoot us a Text. Episode #1310: The market squeeze is real as affordability reshapes buying behavior across the board. Tesla feels the EV slowdown while Rivian pivots toward value, and new data shows Gen Z shoppers aren’t impulsive, just taking their time. As costs stack up across the ownership lifecycle, automakers are getting real about affordability and how it affects product strategy, pricing, and what actually moves on the lot. Subaru is leaning into efficiency and practicality as gas pr...

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13:21

Q1 Sales Cool, New Vehicles Debut at NY Auto Show,...

Automotive State of The Union ·

2026/04/02

Shoot us a Text. Episode #1309: The market cools after a hot start to 2025, the New York Auto Show brings fresh product and EV momentum into focus, and NASA launches humans back toward the moon for the first time in over 50 years. March brought the new car market back down to earth, as high prices, rising gas costs, and more cautious buyers cooled Q1 sales after last year’s unusually hot start. Q1 U.S. light-vehicle sales fell 4.3% YoY to 2.78 million units, with many major automakers pos...

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12:13

NY Auto Forum Takeaways, Hallway Conversations > Keynotes

Automotive State of The Union ·

2026/04/01

Shoot us a Text. Episode #1308: Live from the New York Auto Forum (brought to you by our friends at Force Marketing), we unpack the real conversations shaping the industry, and why sometimes a chat in a hallway is more impactful than anything said on stage (did someone say ASOTU CON?) Show Notes with links: Paul and Kyle break down the real conversations shaping Q2—EV transitions, AI, global competition—and why the most important moments aren’t on stage. Plus, Liza Borches shares how serv...

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9:43

Live from the NY Auto Forum, Checking in on Chinese...

Automotive State of The Union ·

2026/03/31

Shoot us a Text. Episode #1307: Today we’re at the NY Auto Forum (thanks to our friends at Force Marketing) for a day of interviews and content with some of the industry’s finest. Plus, Chinese brands promise profits in Mexico but miss on execution, while GM bets big on trucks as the market softens. Show Notes with links: Chinese automakers are gaining traction globally but early dealer experiences in Mexico are flashing caution signs. While interest is high, profitability struggles and wea...

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12:08

$8B Off-Lease EV Loss, 800 Mile Range in 5 Minutes,...

Automotive State of The Union ·

2026/03/30

Shoot us a Text. Episode #1306: A surge of off-lease EVs could bring billions in losses and create new opportunities for dealers. Meanwhile, battery breakthroughs are back in the spotlight, and Gen Z is reshaping how brands earn attention and loyalty. Show Notes with links: A flood of off-lease EVs is heading back to market, and they’re not worth what anyone thought. With resale values dropping fast, automakers and lenders are staring down billions in losses, and dealers are about to becom...

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10:17

How A Weekly "Touch-A-Truck" Event Is Recruiting...

Automotive State of The Union ·

2026/03/28

Shoot us a Text. Today, Head Writer Chris Reeves brings a story from our good friends at Carter Myers Automotive of how they do a weekly "Touch-A-Truck" event with the goal of showing kids that retail auto is an industry worth fighting to join. 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 i...

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12:46

Doc Fees Must Be Included In Advertising, GM Grows...

Automotive State of The Union ·

2026/03/27

Shoot us a Text. Episode #1304: The FTC gave NADA clarity on their recent warning letters, GM has significantly cut down on their technician shortage and Gen Alpha is flexing their spending power. The FTC gave NADA direct clarity on advertising expectations, and the agency drew a bright line: the price customers see first must be the real price they can actually pay. After the Federal Trade Commission sent warning letters to 97 dealerships on March 13, NADA reached out for clarification, ac...

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12:45

China’s Dealer Meltdown, Stellantis Parking Police,...

Automotive State of The Union ·

2026/03/26

Shoot us a Text. Episode #1303: China’s price war is crushing dealers while a quirky Stellantis policy highlights a very different retail reality here at home. Plus, a new AI test reshapes how we define intelligence China’s brutal EV price war is crushing dealership profitability, with more than half now losing money. As automakers slash prices to compete, retailers are stuck selling cars at a loss just to keep up.56% of Chinese dealerships were unprofitable in 2025, up sharply from 42% t...

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10:36

20 BYD Dealerships In Canada, Afeela Canceled by...

Automotive State of The Union ·

2026/03/25

Shoot us a Text. Episode #1302: BYD sprints into Canada with big retail plans amid tight EV quotas, Sony and Honda hit pause on Afeela as EV reality sets in, and FedEx jumps into the same-day delivery fight as Amazon raises the bar yet again. They’re here!!! Just months after Canada dramatically lowered tariffs on Chinese-built EVs, global EV giant BYD is targeting 20 branded dealerships in year one. BYD has hired Dealer Solutions Mergers & Acquisitions to help secure branded Canadian d...

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11:40

GM Takes Next Autonomous Step, EV and Hybrid Searches...

Automotive State of The Union ·

2026/03/24

Shoot us a Text. Episode #1301: GM hits the road with eyes-off autonomy testing, used EV demand rises as gas prices climb, and Zoox pushes into new markets while chasing Waymo in the robotaxi race. GM is putting its next big autonomy bet on the road. Starting this week, the automaker will test its hands-free, eyes-off Level 3 system on public highways as it races toward a 2028 launch. GM is deploying 200 test vehicles on highways in California and Michigan, each with a safety driver ready to ...

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1,320 results

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