The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Shoot us a Text.Today, Paul and Chris bring you a story about Jacob Miller, a high school senior living with Duchenne Muscular Dystrophy. Jacob has big plans for being only eight years old and he just got a life-changing boost from our friends at West Herr Automotive: a wheelchair-accessible van that's opening the road to his future in engineering.Read the story here. 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1133: Cox Automotive Chief Economist Jonathan Smoke joins Paul to talk tariffs, pent-up demand, and why Q3 might be best experienced with a little Abba. It's a data-rich conversation with serious implications for dealers navigating policy shifts, EV adoption, and consumer behavior.ASOTU's coverage of the 45th Annual NAMAD Annual Meeting is brought to you by Connected Dealer Services.Jonathan Smoke, Chief Economist at Cox Automotive, offers a deep dive into today's economic headwinds and consumer sentiment:Tariffs Echo the 1930s: Jonathan compares today's tariffs to policies that sparked the Great Depression, but says their current impact is more of a "roller coaster" than a collapse.Stabilization Surprises: Despite the policy shakeups, consumer spending has rebounded this summer. July auto sales were stronger than expected and August showed continued momentum.7 Million Buyers Still Waiting: Pent-up demand remains real. First-party data from AutoTrader, KBB, and dealer websites shows strong shopping interest, even among buyers still hunting for affordable payments.Best Time in 4 Years to Buy (If You Have Credit): Incentives, leasing deals, and EV discounts make this a prime moment for well-qualified buyers—especially for electrified vehicles.EV Adoption Is Not Slowing Down: July marked the highest market share ever for EVs in the U.S. at 9.1%. EVs are now priced lower than ICE vehicles, and the replacement cycle is kicking in.Electrification Is Inevitable: Jonathan predicts most multi-car households will have at least one EV. He drives a PHEV himself and sees plug-ins as an optimal choice for daily commutes.China May Be the Wildcard: Smoke believes Chinese EVs entering the U.S. market is a matter of when, not if—and that it may be the key to returning to a consistent 17M SAAR.Bonus Track: For Q3, Jonathan's playlist is inspired by ABBA's Gold—think "Money, Money, Money" meets “Gimme! Gimme! Gimme!” as a soundtrack to the Big Beautiful Bill (BBBBA).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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1132: As we kick off the last day of the NAMAD Annual Meeting, Paul J Daly and Erroll Bomar III reflect on how they've been witnessing dealers lean in on technology in order to stay ahead. Then they're joined by Shane Wilson, CEO of Connected Dealer Services who reminds us that the tech is a great starting point, but it needs to be fed by good data.ASOTU's coverage of the 45th Annual NAMAD Annual Meeting is brought to you by Connected Dealer Services.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1131: Live from Day 2 at the NAMAD Annual Meeting with co-host Erroll Bomar III! We recap our biggest takeaways from the first day of amazing conversations and content, plus look at the record $56.4B that consumers will spend on new vehicles in August.ASOTU's coverage is brought to you by Connected Dealer Services.Show Notes with links:Automotive retail is posting a strong for August, driven by expiring EV incentives and a calendar twist that included Labor Day. Consumers are projected to spend a record $54.6B on new vehicles, as electrified models reached peak share.Total new-vehicle sales projected at 1.48M, up 8.2% YoY; SAAR at 16.1M.EV retail share hits record 12.0%, up from 9.5% last year, driven by incentive pull-forward.Incentive spending restrained at 6.2% of MSRP amid tariff pressure.Average transaction price reaches $44,750; consumer spend hits August record.“The results are unquestionably inflated by shoppers accelerating their electric vehicle purchases to take advantage of Federal EV credits.” – Thomas King, J.D. PowerJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1130: As we gear up for our NAMAD coverage in LasVegas, Paul and guest co-host Ben Hadley are digging into the IRS's EV tax credit extension, how Gen Z balances screens with store shelves, and why Hyundai's futuristic plant still counts on the human touch to get the job done right.The IRS is giving EV buyers a little breathing room to secure the full $7,500 federal tax credit, shifting expectations just before a hard deadline set for the end of September.Previously, buyers had to take delivery of a new EV by September 30 to qualify for the $7,500 tax credit.The IRS now says a binding written contract and deposit by that date will secure the credit, even if delivery comes later.This update helps ease the Q3 rush from buyers and dealers scrambling to meet the original deadline.Automakers may now try to lock in future EV reservations as binding sales, but that could be risky for buyers.IRS: “Taxpayer will be entitled to claim the credit… even if the vehicle is placed in service after September 30, 2025.”Hyundai's new $5.5 billion Georgia plant is a showcase of robotic innovation—but even with 750 robots on the floor, it's the human touch that ensures each EV rolls out with quality and care.The Ellabell plant features a 2-to-1 human-to-robot ratio—far lower than the 7-to-1 U.S. industry average.Robots handle welding and material movement, while humans manage quality control and complex assembly.CEO José Muñoz says the goal is not to replace humans, but to “maximize human potential.”Hyundai has pledged to hire 8,500 workers by 2031 as part of a $2 billion state incentive deal.“It makes them feel a little safer than just relying on some machine,” said track team leader Chico Murphy.Gen Z may live online, but when it comes to shopping, the path to purchase often ends in-store. A new YouGov study shows this digital-native generation still values the physical retail experience.69% of Gen Z starts their buying journey online, but over half still browse in stores.Discovery is mixed: 50% hear about new products through personal connections, 46% find them while shopping in-store.29% of Gen Z spot items online but buy them in-store, while 21% do the reverse.Social media remains crucial—64% of Gen Z use it to discover products versus 44% of older adults.“Retailers can't afford to pick a side: Omnichannel is where the action is.”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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1129: Today Steve Greenfield joins Paul again as we spotlight the 2025 Automotive News All-Stars, including a few friends of the show. We also talk about some industry icons' new digs. And a new survey shows just how deep Gen AI has made it into your customers' shopping habits.This year's 2025 Automotive News All-Stars spotlight not only industry excellence but also creative vision, resilience, and innovation across every corner of automotive. From digital stardom to strategic investment and relentless dealership growth, here are three stories that stood out — with a few personal shoutouts we just had to include.Grace Kerber and Ben Bushen went from a whiteboard in upstate New York to GM headquarters thanks to their viral mockumentary series "The Dealership." The duo's humor, heart, and authenticity earned them a national audience — and a new role for Grace at GM.Bill Cariss keeps Holman Growth Ventures in the fast lane, securing a minority stake in FM Capital's $240M fund to scale automotive and mobility tech investments. “We are still going to do direct investments...but they are not going to be near the size of the funds that we will own with partners,” he said.Teddy Morse has taken Ed Morse Automotive from 12 stores to over 50 with cowboy boots, Harley-Davidsons, and a deeply personal leadership style. “You can lose the fact that there's a romantic side to this business,” Morse said. “To what we do to help people get their first car; to help people get their dream car.”Whether it's Grace's storytelling, Bill's venture savvy, or Teddy's boots-on-the-ground heart, these All-Stars prove that auto leadership is anything but average.A new player in the inventory sourcing space is making waves as sellmyride brings on a stacked roster of industry veterans. Unlike traditional lead-gen platforms, sellmyride is focused on helping dealers consistently source inventory from private sellers — a move designed to keep vehicles in local markets and out of national players' hands.Chip Perry, founding CEO of Autotrader and former TrueCar chief, has joined sellmyride as chairman, calling it the best dealer-to-public acquisition tool he's seen in 25 years.Steve Greenfield's Automotive Ventures is backing the company as part of a broader raise to support U.S. expansion.Robbie Bezdek, a Cox and iHeartMedia alum, brings marketplace and media expertise to help dealers acquire 50+ units per month from the public.The platform is designed to be “always on,” dealership-branded, and built for consistent private-party sourcing rather than ad hoc lead chasing.“Why shouldn't our clients capture those cars?” Perry said. “That's what we hope, that's what we dream about and that's what we're inspired to do.”A new survey from Omnisend shows just how deeply generative AI has embedded itself in e-commerce habits. Over half of American online shoppers now turnJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.On this Saturday, Chris joins Paul and Nathan to talk about the frequency of a 5 Fri-Sat-Sun month and how auto dealers just keep on giving.Mohawk Honda did more than hand over a key. They donated a brand-new 2025 Honda Odyssey to Double H Ranch and packed it with purpose.Double H is where kids with serious illnesses go to be campers, not patients. Think bonfires, cabins, belly laughs, and freedom in the fresh air.With this new Odyssey, more families can get to those moments. More gear gets hauled. More smiles get delivered.That van will carry more than people. It will carry memories.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1127: We're diving into major tariff relief for EU carmakers, Sonic Automotive's EchoPark outpacing expectations, and how generative AI is rewriting the rules for online retail traffic. Show Notes with links:The automotive industry is watching closely as the U.S. and EU hammer out a framework deal that could bring massive tariff relief for European automaker. The fine print could mean big savings and new market access.The EU and U.S. announced a new trade framework aiming to reduce U.S. auto tariffs from 27.5% to 15%.Relief would be retroactive to August 1 if the EU introduces enabling legislation this month.In exchange, the EU pledged to cut tariffs on U.S. industrial goods and increase access for American agricultural products.The deal may expand to include mutual recognition of auto safety standards and influence future U.S. agreements with Japan and South Korea.EU Trade Commissioner Maros Sefcovic emphasized urgency: “It is the European Commission's firm intention to make proposals by the end of this month.”Sonic Automotive just dropped its Q2 2025 earnings, and while a hefty impairment charge dented the bottom line, EchoPark's performance made sure the story stayed bullish.Total revenue reached a record $3.7B, up 6% YoY.Despite a $172.4M impairment charge, adjusted EPS surged 49% to $2.19, beating expectations.EchoPark led the charge with $62.1M in gross profit (+22%) and a 679% increase in adjusted segment income.Segment income rose from $3.9M to $11.7M — a 200% leap.“EchoPark is just on fire,” said Sonic President Jeff Dyke.Adobe reports a massive 4,700% YoY increase in U.S. retail site traffic driven by generative AI platforms like ChatGPT and Gemini — a clear signal that AI is transforming the online shopping journey.Traffic from gen-AI sources has grown monthly since the 2024 holiday season.90% of users trust gen-AI recommendations; bounce rates are down 27%.Visits from AI referrals are 10% more engaged, with 32% longer durations.The conversion gap between AI and non-AI traffic has shrunk from 49% in January to 23% in July.“It's allowing a very optimized, urgent, efficient journey,” said Adobe's Vivek Pandya.0:00 Intro with Paul J Daly and Kyle Mountsier1:35 Next week, Paul and Erroll Bomar III will be at NAMAD next week2:38 EU-US Finalizing New Trade Deal4:35 EchoPark Boosts Sonic's Q2 Earnings6:52 4700% Increase In Retail Traffic From GenAI SitesJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1126: Today we're joined by Steve Greenfield and talking about Hertz vehicles showing up on Amazon, VinFast's new San Diego dealership kicking off a coast-to-coast franchise push, and how AI is helping Atlas become a surprisingly capable humanoid robot.Hertz has partnered with Amazon to list its used vehicles on the retail giant's platform, giving customers a new way to shop for former rentals online. The move builds on the roughly one-third of Hertz's vehicle sales that already go directly to consumers.Shoppers can now browse and buy Hertz vehicles on Amazon, then pick them up in Dallas, Houston, L.A., or Seattle—with plans to expand to 45 U.S. locations.Retail sales, add $1,000–$1,500 in value per vehicle for Hertz compared to wholesale channels.Hertz is also expanding its “try before you buy” program to 100 cities and enhancing digital sales through platforms like Carvana and Autotrader.“It is really important as well that we get more net out of what we're selling,” said Hertz CEO Gil West.VinFast's U.S. dealership network is taking shape with the grand opening of its first California franchise location in San Diego.The new store, operated by Sunroad Automotive Group, offers sales, service, and test drives of the VF 8 and VF 9 electric SUVs.The automaker plans to replace all 15 of its former company-owned California stores and now operates nearly 30 authorized dealerships across 14 states, with the company “recognizing the distinct advantages of this distribution channel” to maximize business efficiency.California remains a key focus for the brand, which calls the state a “top priority” for EV growth.The new location includes full support for warranty, repair, and maintenance using genuine VinFast parts.“This event marks a pivotal moment in our strategy,” said Mike Nolte, VinFast's U.S. VP of Sales and Marketing.Boston Dynamics and Toyota Research Institute are working to make humanoid robots useful in real life by teaching them complex, adaptable behaviors through massive AI models.Many of us are familiar with Boston Dynamics, but Toyota Research Institute (TRI), a Toyota subsidiary, focuses on human-centered AI innovations in automated driving, energy, and materials to improve the human condition.The Atlas robot is being trained with Large Behavior Models (LBMs) to handle complex, long tasks using proprioception (a robot's internal sense of position and movement), vision, and language prompts.These AI-driven policies allow Atlas to walk, crouch, grasp, and manipulate objects with surprising dexterity—even reacting intelligently when things go wrong.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1125: Today, we're talking affordability trends, lead follow-up gaps, and a CEO who worked his way from intern to the top at Target.At the halfway mark of 2025, the Dave Cantin Group Market Outlook Report shows the U.S. retail auto market is a mix of high prices, resilient demand, and major structural shifts. Despite headwinds, smart dealers are still in the driver's seat.Affordability is the top issue, with 52.1% of buyers carrying negative equity and 84-month loans now nearly 20% of all new financing.Consumers are sticking with their preferred segment but trading down in size and trim; value-focused models from brands like Buick and Mazda are gaining traction.40% of U.S. consumers say they'd buy a Chinese-made vehicle if it was 10% cheaper than other cars sold in the US, and 75% of dealers expect Chinese OEMs on U.S. lots within 12 months.As OEMs take multi-billion-dollar tariff hits, dealers are thriving on a flexible playbook—parts, service, F&I, and used cars—with 61% of dealers expecting record revenue growth this year.“U.S. dealers are proving once again how resilient they are and how sophisticated their customer-focused business models have become,” Dave Cantin Group CEO Dave Cantin said.Think the lead is dead after Day 3? Think again. A new Foureyes report analyzing over 8 million leads shows a 30-day close rate of just 16.2%, revealing how fast opportunities fall off — and where smart dealers can still win.73% of sales happen in the first 3 days, but 1 in 4 still close after that. Close rates drop from 12.4% to 2.3% on days 4–7.Follow-up efforts also plunge after Day 3 — a “coincidence” that's costing dealers real money.Used vehicles close faster than new, but new car deals stretch further into the 30-day window.Internet leads close slower but still produce late-month wins; leads created in the last week of the month have a 17.3% close rate.Target is making headlines as it promotes a true company insider to the top job. Michael Fiddelke, who started in 2003, will become CEO on February 1 — a move that reflects deep institutional knowledge but is sparking debate about the need for outside perspective.Fiddelke joined Target as an intern and worked his way up through roles in merchandising, finance, operations, and HR.He most recently served as COO and previously as CFO, giving him a broad view of the company's levers.He'll succeed Brian Cornell, CEO since 2014, who will step into the executive chair role.“To be clear, we have work to do to reach our full potential,” Fiddelke said.0:00 Intro with Paul J Daly and Kyle Mountsier0:52 2025 Halftime Report on Dealer Reputation Webinar Later Today1:31 New Auto Collabs episode with Technician Curtis Gardner1:54 DCG Report Shows Affordability and ChJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1124: Today we break down the latest Fixed Ops Golden Metrics, showing where service departments are winning and where there's room to grow. We also look at how dealer inventory has returned to pre-tariff “normal” levels, and why Atlantans are playing cancellation games just to ride in a Waymo robotaxi.The Fixed Ops Golden Metrics 2025 report from Reynolds and Reynolds highlights how service departments are stacking up in hours, labor rates, and RO profits—plus the big gains from technician efficiency tools.Dealers are grouped two ways—by urban classification (Major Urban, Metro, Community, Rural) and by 5 volume classes based on monthly customer-pay ROs: Class 1: 1,200.High-volume Class 5 stores topped 3,000 hrs/month. Major Urban averaged 1,613 hrs/month vs. Rural at 490. Major Urban led profit per RO at $414, Rural just $225. Class 1 averaged $400, dropping to $243 in Class 5.Using recommendation software added +0.5 hrs/RO, +$18 ELR, and +$62 profit/RO—worth $9K more profit/month for a 150-RO store.After months of tariff shocks and supply swings, dealer lots look familiar again. The average automaker now has a 73-day supply of new cars — right on the industry's long-term target.Lots once ran as high as 89 days of supply during early tariff panic.Inventories plunged to 66 days when 25% tariffs first hit but have since recovered.Despite costs, prices rose just 1.5% YoY as automakers and dealers absorbed tariffs.Some brands buck the trend: Toyota/Lexus are tight with just over a month of supply, while Ram and Land Rover sit on four months' worth.Waymo has expanded beyond its California and Arizona roots, bringing robotaxis to Atlanta. But there's a catch: you can only hail one through Uber, and it's not guaranteed.Riders can select “Prefer Waymo” in the Uber app, but often get matched with human drivers.Some Atlantans cancel ride after ride—one reporting 20 cancellations on average—just to snag a Waymo.Waymo has only dozens of vehicles in the city now, with plans to grow to hundreds in coming years.Riders can improve their odds by staying inside the 65-square-mile service zone, avoiding highways, and riding outside peak times.As one rider put it, “The fact that it's so challenging to get has turned it into a game.”0:00 Intro with Paul J Daly and Kyle Mountsier1:08 We'll be at the NAMAD Annual Meeting next week1:45 Webinar on Dealer Reputation Tomorrow2:26 Fixed Ops Golden Metrics from Reynolds and ReynoldsJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1123: Today we cover Rivian's fight over frozen EV credit revenue, ex-Tesla talent launching Hubber to fill urban charging gaps, and a sharp rebound in CEO confidence as recession fears cool but cost pressures remain.Show Notes with links:Rivian says the Trump administration's rollback of fuel economy penalties is choking off $100 million in revenue from regulatory credits—a revenue stream EV makers have depended on for years. The fight shows how quickly policy changes can shake up automaker economics.EV makers like Rivian, Lucid, and Tesla sell CAFE credits to legacy brands that struggle with gas-mileage targets.NHTSA froze compliance letters after the rollback, leaving credit deals in limbo.Rivian already negotiated deals it now can't close; Tesla projects a $1.1B hit to expected revenue.GM and Ford, frequent buyers of these credits, could save billions thanks to looser rules.Rivian said credits made up 6.5% of its revenue this year, while Lucid noted they represent a “significant share” of theirs.From the chaos of Elon Musk firing Tesla's entire Supercharger team, a new EV charging startup has emerged. Hubber, founded by ex-Tesla talent, is focused on solving one of the industry's biggest bottlenecks: fast charging for urban taxis and delivery fleets.Former Tesla leads Harry Fox, Connor Selwood, and Hugh Leckie rolled out 100 Supercharger sites before launching Hubber.The company targets urban “charging deserts,” converting warehouses and gas stations into high-throughput hubs.Taxis and ride-hailing vehicles charge up to 5x more often than consumer cars, making access critical.Hubber secured £60M (~$81M) in funding, with its first site opening this week in South London.“We're addressing one of the most urgent constraints in the energy transition: the shortage of fast, reliable charging in major cities,” Hubber states.CEO confidence is staging a rebound. After a brutal second quarter, execs are signaling less panic about recession and a more stable outlook for their industries, though concerns about labor, wages, and costs remain front and center.The confidence index rose to 49 in Q3, up from 34 in Q2.Recession fears fell sharply: 36% expect one in the next 12–18 months, compared to 83% last quarter.Job outlook flipped, with 34% of CEOs planning cuts vs. 27% planning to hire — the first net negative since 2020.Most CEOs still plan to raise wages 3%+ in the next year, even as they freeze capital spending.Cost pressure is highest from suppliers (71%), materials (64%), and tech (63%), pushing many to boost productivity through automation and upskilling.“CEO confidence recovered… but fell short of signaling a return to optimism,” said Stephanie Guichard, senior eJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1122: Ford's Doug Field maps a Silicon Valley–style path to a $30K EV truck, Mitsubishi debuts a luxury-inspired “Gallery” store concept, and OpenAI brings GPT-4o back after users missed its supportive “yes man” tone.Meet the man behind Ford's push for affordable EVs: Doug Field, Ford's EV chief, is channeling his inner Elon Musk by leaning on hardcore engineering, radical manufacturing changes, and first-principles thinking.Field's career spans some of the most ambitious mobility projects of the last 20 years—Segway, Tesla's Model 3, and Apple's secretive car program.Applying “first principles thinking,” he's cutting battery size, body weight, and part count by 20% while keeping Mustang-like acceleration.“Physics isn't proprietary,” Field noted when asked about similarities to Tesla's approach. “The best part is no part.”He admits shifting a century-old company isn't easy: “Doing something new at an established company requires overcoming inertia… I came in with slightly unrealistic expectations of how quickly [things could be changed], but that's an industry thing, not just a Ford thing.”Mitsubishi Motors will open its first U.S. “Gallery” dealership in Antioch, Tenn., by Q1 2026, blending luxury-style retail with mass-market appeal as part of its Momentum 2030 growth plan.Located in the Century Farms mixed-use development, the store will be designed for browsing, with a no-pressure, open-format showroom more common in luxury brands.Instead of a traditional lot packed with vehicles, the Gallery will store inventory off-site at its partner dealer—City Auto Mitsubishi—and bring in vehicles as customers progress toward a purchase.Trained brand specialists from the partner dealer will walk shoppers from discovery through final paperwork, focusing on experience rather than volume.CEO Mark Chaffin says Mitsubishi is “underrepresented” in the U.S., aiming to grow from one-third to over half of new-car markets by 2030.“The Gallery dealership program is key to introducing customers to our vehicles in a welcoming, surprise-and-delight way,” Chaffin said.Responding to user backlash over GPT-5's cooler tone, OpenAI has reinstated the beloved GPT-4o model for Plus subscribers, promising to make GPT-5 warmer over time. CEO Sam Altman says many missed GPT-4o's overly-agreeable “yes man” style — for some, it was the only real encouragement they'd ever received.GPT-4o's style, removed earlier this year, was criticized as “too sycophant-y,” gushing over mundane prompts with “absolutely brilliant” and similar praise.Altman says some users found it life-changing: “Please can I have it back? I've never had anyone in my life be supportive of me.”He warns even small tone tweaks can impact billions of chatJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1121: We cover the rapid growth in EV charging infrastructure even as EV sales plateau, Tesla's China-only 500+ mile Model 3, and a solar-powered drone that just stayed airborne for 74 hours without a drop of fuel.Show Notes with links:EV sales brace for slump, but charging networks surge ahead with automaker supportDespite challenges in EV sales, the U.S. fast-charging network is rapidly expanding and may actually meet infrastructure goals—whether or not EV adoption keeps pace.The U.S. hit nearly 60,000 fast-charging ports in Q2 and is on track for 19% growth in 2025.Private investment, not government aid, is fueling most of this growth as NEVI funds stall, with new players like Ionna and Mercedes-Benz expanding fastTesla dominates with 54% market share; Electrify America and ChargePoint trail at under 8%.“There will be more choice, more infrastructure and, hopefully, better experiences for EV drivers,” said Loren McDonald, chief analyst at Paren.This comes as U.S. EV registrations rose 4.6% in June, but EV market share slipped to 8.6%—down from 8.8% last year—signaling a stagnant market.Tesla's registrations dropped 6%, while GM surged with Chevrolet up 152% and Cadillac up 87%, showing shifting momentum among major players.Tesla has quietly introduced its longest-range Model 3 to date, the "Model 3 Plus," capable of up to 515 miles—but only for the Chinese market, for now.The 830 km (CLTC-rated) Model 3 Plus uses a more powerful 225 kW motor and LG-supplied lithium-ion batteries.It achieves long range with just a 78.4 kWh battery thanks to efficiency gains, not just capacity.Tesla aims to compete directly with high-range local EVs like the Xiaomi SU7 and is expected to launch the model in China by September with a price just under $38K.“This effectively shatters the 700 km psychological ceiling,” said Shanghai-based analyst Li Wei.Aviation startup Skydweller Aero just pulled off a wild feat: flying a solar-powered drone for 74 hours straight—twice—without touching down or using a drop of fuel.The drone has a wingspan larger than a Boeing 747 and runs solely on solar power and batteries.Its 17,000 solar cells power flight by day and charge 1,400 pounds of onboard batteries to keep flying at night.Recent Navy tests suggest big military potential in anti-piracy, smuggling patrols, and backup GPS missions.Skydweller also has commercial ambitions, including remote internet delivery and environmental monitoring.“There's a lot of money to be made in something that never touches the ground,” the company noted.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1120: Today we cover Presidio's latest report showing dealership profitability gaining stable ground. We look at how automakers are shifting from solo efforts to shared platforms in the race for software-defined vehicles. We close with a growing workforce trend as quiet cracking challenges employee wellbeing and productivity.Show Notes with links:Presidio Says the Sugar High's Over, But the Game's Still Strong as the latest Presidio Group report shows that after a volatile couple of years, dealers are finally catching their breath. With stable margins, strong profitability, and M&A picking back up, it's no longer about surviving—it's about playing to win.New-vehicle margins ticked up in Q2 for the first time since 2022, signaling rare pricing stability.Used cars, F&I, and fixed ops are carrying the profit torch, with public group net income up 17.7%.M&A activity matched last year's pace, with 208 transactions in the first half of 2025.72% of dealers expect profits to hold or grow—fueling strategic investments instead of survival tacticsAs the software-defined vehicle era pushes forward, automakers are realizing that trying to own the whole tech stack isn't just hard, it's inefficient. Instead, they're cutting internal software efforts, embracing open-source collaboration, and betting on smarter, shared development models.Ford ended its FNV4 architecture program, VW cut 1,600 Cariad staff, and others have scaled back internal software teams.Despite sounding like a retreat, these moves signal maturity, OEMs are focusing on what matters and outsourcing the rest.Partnerships are growing fast: Foxconn and Elektrobit, BMW and Bosch via Eclipse Foundation, Rivian and VW, all working on shared SDV platforms.Analysts say open-source platforms are now essential to SDV progress. Toyota, Hyundai, GM, and others are already building around Linux-based ecosystemsMove over, quiet quitting. The latest workplace challenge is “quiet cracking,” where employees keep showing up, but they're checked out, stressed, and silently struggling. And in today's uncertain job market, many feel stuck without better options.Quiet cracking is marked by disengagement and burnout, even if employees aren't actively underperforming.Workers are staying in roles due to fear of layoffs or poor hiring prospects, not because they're thriving.Signs include subtle performance dips, increased absenteeism, and 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1119: Ford's factory revamp signals a new EV era, GM doubles down on autonomy without the taxi business, and AI takes over lesson plans as teachers lean into technology's potential.Show Notes with links:Ford will invest $2B to transform its Louisville, KY plant into a high-efficiency hub for an affordable, tech-packed electric pickup—aiming to rival low-cost Chinese EVs when it launches in 2027.The new process cuts parts count by 20% with large single-piece aluminum castings.Parallel assembly lines replace traditional conveyors, boosting efficiency by 15%.Lighter, shorter wiring harnesses save weight and simplify assembly.Ergonomic workstations improve build quality while reducing labor strain.“This is a bold and difficult undertaking to compete with the best in the world,” said Doug Field, Ford's Chief EV & Digital Systems Officer.From Cliff Banks on LinkedIn “One tiny fact -- that is big news, in our opinion -- that came out of Ford's second earnings call: Ford reduced the per-vehicle loss on its EVs from $44k to $22k last quarter. Keep that up, and its Model E division will be profitable much faster than expected.”After shutting down its Cruise robotaxi unit, GM is reigniting its autonomous ambitions—this time targeting personal-use driverless cars instead of fleet services.The new program starts with hands-free, eyes-free driving while a human is in the vehicle, progressing toward fully driverless capability.Sterling Anderson, former Tesla Autopilot chief is building a team by hiring new talent and inviting former Cruise employees back.GM is deploying lidar-equipped, human-driven test vehicles to log data and train simulation models that guide development.On GM's Q2 earnings call, CEO Mary Barra named autonomous tech, expanding the domestic supply chain, and battery innovation as “our clear priorities.”Three years after ChatGPT's public debut, many K-12 educators are moving from banning generative AI to using it as a tool for critical thinking, creativity, and tailored instruction.About 60% of teachers now use AI for lesson planning, grading, and parent communication, saving an average of 5.9 hours weekly.Early bans led students to hide AI use; now some districts are forming committees to guide ethical adoption.Teachers also use AI for individualized lessons, translation, accessibility, and real-world project design.Concerns remain about bias, privacy, and over-reliance, but advocates say benefits outweigh risks when guardrails are in place.“Educators are starting to realize that AI isn't going away—and that it's better to teach their students how to use it, rather than leave them to their own devices,” said a Drexel University professor.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1118: Auto loan approvals are climbing as vehicle demand heats up, Jaguar doubles down on its high-dollar EV future, and a new survey shows U.S. shoppers are still splurging on impulse buys.Show Notes with links:New data shows consumers may finally be catching a break in the auto loan market. Approvals are up, interest in buying is growing, and middle-income shoppers are more willing to make sacrifices to keep their vehicles.The New York Fed says auto loan rejection rates dropped sharply in Q2 2025 to 6.7%, down from a painful 19% last year.14% sought a loan in the past year, and more expect to apply in the coming months.Santander's latest survey shows 55% of middle-income consumers plan to buy a vehicle in the next 12 months, the highest reading in two years.Tariff fears are real: 18% of respondents sped up a big purchase in Q2 because of price uncertainty, with 41% of those buying a vehicle.Santander says this is the first time in eight quarters that buyers outnumber those delaying a purchase — a sign pent-up demand could finally be turning into sales.Jaguar is set on an electric, ultra-luxury future. Despite some loud critics, the brand is preparing a bespoke EV platform and three six-figure models designed to take on the industry's elite.Incoming JLR CEO PB Balaji says the brand's EV strategy is locked in, with positive early feedback from customers.Production of all current Jaguars except the F-Pace ended last year as the company stockpiled inventory.First new model — the GT — is a sleek, 600-hp electric sedan with about 425 miles of range and a $150K price tag, expected late next year as a 2027 model.A large, three-row electric crossover will follow in late 2027 or early 2028.The third entry is rumored to be a large, ultra-luxury electric sedan aimed at Rolls-Royce and Bentley buyers, due around 2030.While many Americans say they're trying to rein in discretionary spending, a new survey shows the vast majority still made at least one unplanned purchase last month.Optimum Retailing survey finds 72% of Americans made an unplanned in-store discretionary purchase in the past month.While 34% plan to cut back in the next six months, sales events (55%), eye-catching displays (45%), and immediate availability (26%) make spending hard to resist.Only 5% said in-store shopping no longer feels “worth it.”Many shoppers are sticking to a budget by cutting dining/takeout (48%), clothing/accessories (44%), and electronics/gadgets (37%).“Consumers today are cautious, but not unengaged… The moment and experience must both feel correct,” said Sam Vise, CEO of Optimum Retailing.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.On this second Saturday of month, Paul is joined by Chris and Nathan to share all the amazing things dealers are doing in communities across the nation.This back-to-school season, Toyota-Lexus-Minority Owner Dealers Associatoin partnered with Toyota, The Salvation Army, and Walmart to distribute over 16,000 backpacks filled with school supplies, 6,900 of them through dealerships. As Robert Hatchett put it, this is about investing in students and uplifting communities.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1116: CarGurus shuts down CarOffer, trimming its wholesale tech reach. Ford opens a Long Beach EV hub to take on low-cost rivals. And OpenAI's GPT-5 rolls out to all ChatGPT users, promising smarter, faster AI for everyone.Show Notes with links:CarGurus will shutter its wholesale digital marketplace CarOffer less than two years after fully acquiring it, citing a volatile pricing environment and dealer demand for more flexibility.CEO Jason Trevisan said the company explored alternatives but winding down was the only option.The closure impacts Dealer-to-Dealer, a wholesale platform for dealer-to-dealer used inventory trades, and Instant Max Cash Offer, a consumer vehicle acquisition tool feeding dealer inventory pipelines.The shutdown will run through 2025, costing $14M–$19M including $5M–$7M in restructuring.However, CarOffers tech will remain, with Trevisan saying “We will retain and build on the underlying technology…capabilities that…remain central to CarGurus' sourcing strategy,”On the heels of Ford's “Model T moment” we covered yesterday, the manufacturer has opened a 250,000-square-foot Electric Vehicle Development Center in Long Beach, CA, focused on bringing affordable EVs to market, including a new mid-size pickup.The facility includes design review spaces, EV testing labs, a fabrication shop, and a digital visualization room to accelerate product development.This is part of Ford's first low-cost EV platform initiative, led by ex-Tesla engineer Alan Clarke, aiming for simpler, more efficient builds.An initial team of 350 employees will grow by 100; the group was formerly known internally as the “Skunkworks Team” for its rapid, innovative approach.A new trademark filing suggests Ford's upcoming midsize electric pickup could revive the Ranchero nameplate, a nod to the classic coupe-pickup sold from 1957–1979, with the EV version expected to debut in 2027.“The goal is to define a new era for electric vehicles,” said Jolanta Coffey, Ford's Director of Global New Model Launch.OpenAI has launched GPT-5, its fastest and most capable AI model yet, giving both free and paid ChatGPT users access to advanced reasoning for the first time. Just 2.5 years after GPT-4 debuted, the release marks another step toward integrating AI deeper into business, education, and everyday workflows.CEO Sam Altman says going back to GPT-4 after testing GPT-5 was “quite miserable,” citing improvements in speed, reasoning, and usability.New “safe completions” reduce outright refusals while keeping answers within safety guardrails, alongside lower hallucination rates and better handling of complex logic.Free-tier ChatGPT users get a reasoning model; Plus and Pro users get higher usage limits, with GPT-5 Pro for advanced performance.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1115: Ford's ready for its “Model T moment,” the Cybertruck heads to military testing, and Rivian turns EV charging into a Hamptons-style retreat.Show Notes with links:Ford is gearing up for a major EV push with plans to build a new generation of affordable electric vehicles, kicking off a pivotal new chapter that CEO Jim Farley has dubbed the company's “Model T moment.”The EV line will include a midsize pickup, set to launch in 2027 from Ford's Louisville Assembly Plant.Batteries will be supplied by Ford's upcoming $3B LFP (lithium ion phosphate) battery plant in Marshall, MI, creating 1,700 jobs.The Marshall project has faced controversy, construction pauses, and political scrutiny due to its partnership with Chinese battery giant CATL, but will move forward after securing tax credits.It will be the first U.S. EV battery plant to use LFP chemistry at scale—offering lower costs and better sustainability than traditional NMC batteries, though with less power and range.“Model e continues to make targeted investments where we have breakthrough innovation (next gen EVs), and a distinct advantage (LFP batteries)” said CEO Jim Farley.Elon Musk once pitched the Tesla Cybertruck as a military-ready, apocalypse-proof beast. Now, the U.S. Air Force has plans for it—just not quite the way he envisioned.The Air Force Test Center is requesting two Cybertrucks as part of a 33-vehicle target fleet at White Sands Missile Range.A military doc suggests adversaries might use Cybertrucks, which “have been found not to receive the normal extent of damage expected upon major impact.”The goal is to test precision-guided weapons against realistic, resilient targets.The government documents left a glowing review of the Cybertruck saying “Extensive internet searches and industry outreach by [REDACTED] found no vehicles with features comparable to those of the Cybertruck.”Charging your EV in the Hamptons just got a whole lot cozier. Rivian's new Southampton Charging Outpost swaps the gas station vibes for beachside boutique charm—and locals are noticing.The cedar-shingled lounge features six DC fast chargers, a kids' play area, 24/7 restrooms, and complimentary Hampton Coffee.From August 7–10, drivers can plug in for free, enjoy curated snacks, and even test drive a Rivian.Every mile charged is powered by renewable energy—solar and wind included.This marks Rivian's 121st Adventure Network site and 15th in the Northeast, reinforcing its strategy of building fewer but friendlier charging stops.0:00 Intro with Paul J Daly and Kyle Mountsier0:37 Kyle is at Beaver Mazda today1:42 Announcements3:10 Ford's Next-Gen EVs Are Coming5:37 US Orders Cybertrucks for Target PracticeJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1114: Shawn Fain's own union members want him out. Chevy's Silverado EV clocks an unbelievable 1,059 miles on a charge, and as AI reshapes white-collar work, Gen Z is finding job security in scrubs, not suits.Show Notes with links:Shawn Fain, the fiery UAW president who led the landmark 2023 strike against the Detroit 3, is now facing a revolt from within his own ranks. Several union locals have voted to launch removal proceedings, citing layoffs, retaliation, and alleged financial mismanagement.Workers at Stellantis and GM plants joined four other UAW locals in voting to oust Fain, meeting the threshold for a federal monitor to review the allegations.At issue are thousands of Stellantis layoffs since the 2023 contract, said to result from pressure to raise wages.Critics also say Fain retaliated against board members who resisted approving spending.Support for Fain remains strong among graduate student workers, but dissent is growing in Detroit-area factories.“I supported Shawn, but his spending is out of control and he's retaliatory,” said David Pillsbury, a GM worker behind the petition.Chevrolet has set a new benchmark for EV range, pushing a 2026 Silverado EV Work Truck to an eye-popping 1,059 miles on a single charge. The test, though far from real-world conditions, highlights just how much efficiency can be squeezed out of today's EV technology.40 drivers took 1 hour turns and averaged just 20–25 mph, taking seven days to complete the run.Tricks included removing the spare tire, overinflating tires, adding a tonneau cover, and shutting off climate control.The Silverado EV WT is EPA-rated for 493 miles, but the hypermiling allowed the 205-kWh battery to return 4.9 miles per kWh—beating Lucid's 749-mile record.“Getting this kind of range doesn't happen by accident,” said Kurt Kelty, GM VP of battery and propulsion.With tech and business roles slowing under AI pressure, young men are struggling to find footing, while women dominate in growing fields like nursing.Gen Z men see higher unemployment as AI disrupts entry-level business and tech roles.Healthcare remains one of the few industries adding jobs in 2025.Nearly 90% of nursing roles are held by women, offering steady opportunities.Education and hospitality — also female-led sectors — are also adding jobs.Elise Gould, a senior economist at the Economic Policy Institute, said, "It could be tougher for men who are looking for jobs where there's just not a whole lot of hiring right now."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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1113: Today we cover Amazon's push into used car sales, Rivian's legal battle to sell direct in Ohio, and Ikea's first-ever retail partnership with Best Buy. Show Notes with links:Amazon Autos now includes used and certified pre-owned vehicles. Starting in Los Angeles with Hyundai dealers, the program will soon roll out to more cities nationwide.Hyundai dealers can now list used and CPO cars, including non-Hyundai models.Vehicles come with a 3-day/300-mile return policy and a 30-day/1,000-mile warranty.Amazon promises transparent pricing, history reports, and no hidden fees.Customers can browse inventory within 75 miles and schedule test drives online.Amazon's Fan Jin: “This move continues our commitment to support local dealerships, now connecting dealers with more prospective customers online across new, certified pre-owned, and used vehicle categories.”Todd Caputo on LinkedIn: “Amazon sells purchases — not just eyeballs, phone calls, and form fills. Most dealers still make car buying way harder than it has to be. Amazon won't.”Rivian is taking Ohio to court, arguing the state's 2014 ban on direct-to-consumer sales is unconstitutional — especially since Tesla was granted a carve-out to sell under the very same law.Tesla was allowed to operate three Ohio stores under a special exemption.Rivian already runs service centers in the state but must sell cars elsewhere and deliver them in.Rivian says the law shields franchised dealers and seeks an injunction to stop enforcement of the banRivian's filing states: “It reduces competition, decreases consumer choice and drives up consumer costs and inconvenience — all of which harm consumers — with literally no countervailing benefit.”For the first time ever, Ikea is teaming up with another retailer — and the partner is Best Buy. The collaboration will bring mini Ikea showrooms into electronics stores, starting with kitchens and laundry setups.The first 10 hubs launch this fall in Florida and Texas, averaging 1,000 square feet each.Customers can shop Ikea furnishings paired with Best Buy appliances and get design consultations.Two locations will serve as Ikea order pickup centers, expanding fulfillment options.The partnership mirrors Target's Ulta and Kohl's Sephora mini-stores — aiming for “one-stop home solutions.”Ikea COO Rob Olson: “This new partnership is really allowing us to bring the Ikea experience closer to where people live.”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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1112: Carvana's stock hits jaw-dropping highs while negative equity haunts car buyers. At the same time, a new report says Gen X may quietly be the most powerful consumer group of the next decade.Show Notes with links:What once seemed like a dying online used‑car startup has roared back. Carvana's share price hit an all‑time high in late July 2025—up over 10,000% from the December 2022 bottom—while short-sellers suffered nearly $7.42 billion in losses.Q2 2025 sales hit $4.84 billion, up 42% year-over-year. Retail units sold jumped 41% to 143,280; wholesale units rose 44.5% to 72,770.Net income surged to $308 million with record profit margins across the board.Traditional peers have seen modest stock gains by comparison — AutoNation is up about 80% and Lithia around 44% — with CarMax actually down roughly 7% in the same period.CEO Ernie Garcia III called Carvana “the fastest‑growing and most profitable automotive retailer.”“This rally…is one of the most spectacular recoveries in modern market history,” said Dave Mazza, CEO of Roundhill Financial.A growing share of U.S. car buyers are finding themselves stuck in negative equity, with Edmunds reporting the average underwater loan balance at $6,754 in Q2 2025 — one of the highest levels seen in years.26.6% of new‑car trade‑ins were upside down, a four‑year high.Average negative equity climbed to $6,754, up $500 from 2024.Nearly one in three underwater trade‑ins carried $5,000–$10,000 in debt.The average monthly payment for these buyers hit $915 — $159 above the industry average.Edmunds' Ivan Drury warns: “Many are at risk of getting stuck in a cycle of debt that only grows harder to break over time.”While millennials and Gen Z grab headlines, new research shows Gen X — those born between 1965 and 1980 — may be the most influential consumer group of the next decade.Gen X is set to remain the world's highest-spending demographic through 2033.In 2025 alone, they're projected to drive $507B in food and beverage sales, $80B in beauty, and $42B in alcohol.Nearly 40% use AI assistants for shopping recommendations, defying “tech-averse” stereotypes.72% prefer name brands over private label, bucking the store-brand trend.“Gen Xers are the gatekeepers of trillions in spending, effectively serving as the CFOs of three generations,” said Wolfgang Fengler of World Data Lab.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.On this Saturday, we're highlighting a fun mud run/competitive mud run put on by the Rohrman Auto Group to benefit their local fire department.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1110: Today we cover Trump's sweeping auto tariffs, Tesla's not‑so‑autonomous “Robotaxi” rollout, and the rise of agentic checkout in online retail.Show Notes with links:President Trump's country-by-country auto tariff deadline has arrived, setting off a new round of trade negotiations and recalibrations for global automakers.Canadian tariffs rise to 35%, though most USMCA-compliant vehicles dodge the hike.Mexico earns a 90-day delay on new tariffs, holding at 25% on non-U.S. content.Japan and South Korea cut tariffs to 15% with total pledges of $900B to U.S. industryJapan is also willing to take American imports based on U.S. standards, meaning American OEMs don't need to make a different car.“You can take the car you make in Detroit, put it on a boat and send it,” said U.S. Commerce Secretary Howard Lutnick.Tesla's long-hyped “Robotaxi” expansion into the Bay Area looks more like a rebranded Uber than a self-driving revolution. The cars run under Tesla's app but still rely on humans behind the wheel.Each car has a “safety monitor” in the driver's seat, making it equivalent to an Uber driver using Tesla's supervised Full Self‑Driving system.The California DMV and Public Utilities Commission expressed concern after hearing Tesla employees discuss an imminent Robotaxi launch, even though the company has not applied for the required permits.Politico reported that Tesla's counsel reassured regulators, claiming the rollout was limited to employees, friends, family, and select members of the public.Tesla is now actively recruiting “vehicle operators” in nine additional U.S. cities to replicate the Bay Area service.“Agentic checkout” is the latest frontier for artificial intelligence. Payment giants, tech platforms, and retailers are all racing to build systems that let AI handle more of the shopping journey.Mastercard, Visa, Google, and PayPal are each rolling out agentic checkout platforms, designed to let AI act as a shopper's digital assistant.PayPal is upgrading its decades‑old systems to handle the heavier transaction loads expected from AI‑driven commerce.Experts say the winners will be payment providers and e‑commerce platforms that build the infrastructure for AI agents rather than compete with them.Michelle Gill, GM of small business and financial services at PayPal said that The general sense in the industry is that “rather than competing, these stakeholders increasingly collaborate to harness the potential of agentic AI.”Mastercard's Co‑President of Global Partnerships, Sherri Haymond, said retailers won't need to replace entire platforms: “I would encourage merchants to have an open mind, and to lean in and do the work to make their environment accessible in this 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1109: Today we're digging into Ford's $3B tariff troubles, why commercial EV fleets are booming even as consumer demand cools, and how OpenAI's new “Study Mode” could change the way students learn (without just handing out the answers).Show Notes with links:Ford Motor is bracing for a tougher financial year as U.S. tariffs on vehicles, steel, and aluminum cut deeper than expected. Shares dipped 3% after the automaker raised its tariff cost estimate by half a billion dollars.Q2 results were down $800 million from tariffs, less than GM's $1.1 billion hit.Full-year tariff cost now projected at $3 billion, up from $2.5 billion.Ford sees 80% of U.S. sales from domestic production, cushioning some impact.CFO Sherry House said tariffs on Mexico and Canada stayed higher for longer than expected, with steel and aluminum levies adding to the strain.CEO Jim Farley: “We see there's a lot of upside depending on how the negotiation goes with the administration.”While consumer EV demand has cooled, the commercial EV market is charging forward, with fleet operators driving massive growth. The shift presents new opportunities — and challenges — for dealers, utilities, and policymakers.Commercial EV registrations soared 274% to nearly 25,000, led by delivery vans, utility trucks, and big rigs.Class 2 EVs used for work jumped 69%, while light consumer EVs slipped 2%.Amazon already runs 25,000 Rivian vans, building its own charging network of 32,000+ stations.Dealers remain a critical link, but many fleets report visiting stores where sales teams weren't ready to support EV conversions.Calstart's Jacob Richard said state incentives and programs are key “When looking at that total cost of ownership, you kind of need to have those upfront incentives in the near term.”OpenAI is taking a swing at the “CheatGPT” label with a major update designed to help, not hand out answers. The new “study mode” in ChatGPT aims to guide students through learning rather than doing the work for them.Study Mode is live for all users now, with ChatGPT Edu access coming soon.It uses Socratic questioning and scaffolded responses to build understanding.Offers personalized support and quizzes for deeper learning.Students are calling it “a live, 24/7, all-knowing office hours.”OpenAI is partnering with Stanford to evaluate its real educational impact.“It helped me finally understand a concept I'd struggled with for months,” said one college tester.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1108: Today we're joined by Ben Hadley to talk about Toyota's exports to the US rising in June, and get Ben's thoughts on AI use by dealers and tech partners.Show Notes with links:Despite U.S. tariffs on Japanese auto imports, Toyota kept exports rolling in June, posting record-breaking sales powered by booming hybrid demand and resilient U.S. shipments. The move highlights both consumer appetite and Toyota's ability to shrug off trade turbulence.Toyota's U.S. exports rose 16% in June, totaling 52,745 vehicles.Global sales hit 937,246 vehicles for the month, a 2.7% increase.First-half sales reached a record 5.54 million, with electrified models leading growth.Hybrid sales in North America jumped 38% to 651,000 vehicles.A Toyota spokeswoman credited “strong demand” but declined comment on future tariff impacts.OpenAI is taking a swing at the “CheatGPT” label with a major update designed to help, not hand out answers. The new “study mode” in ChatGPT aims to guide students through learning rather than doing the work for them.Study Mode is live for all users now, with ChatGPT Edu access coming soon.It uses Socratic questioning and scaffolded responses to build understanding.Offers personalized support and quizzes for deeper learning.Students are calling it “a live, 24/7, all-knowing office hours.”OpenAI is partnering with Stanford to evaluate its real educational impact.“It helped me finally understand a concept I'd struggled with for months,” said one college tester.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1107: Today we dive into why used EVs — especially Teslas — are losing value fast, how a Cybertruck hung 6,600 pounds on a patch of glue, and what AI search's rise in impressions but drop in clicks means for auto dealers looking to stay visible.Show Notes with links:Electric vehicles are losing traction in the used market, according to iSeeCars. The latest study shows Tesla models topping the list of biggest price drops as demand cools and federal incentives near expiration.5 of the top 10 used vehicles with the largest price drops in June were EVs.Tesla Model S fell $8,768 (-15.8%), Model X dropped $9,544 (-15.5%), and Model Y slid $4,637 (-13.6%).Used EV prices fell 4.8% year-over-year, while used gas cars rose 5.2%.EV market share growth slowed to just 14.2%, down from 98% last year, even as supply increased.“For shoppers, used EVs offer about $1,200 less in value than a gasoline vehicle – and while you can love or hate how the market prices a vehicle, you can't argue with it,” said iSeeCars analyst Karl Brauer.The Tesla Cybertruck is back in headlines—this time literally hanging suspended by glue in a viral stunt. YouTuber JerryRigEverything put on a dramatic demo shining a light on Tesla's unusual but surprisingly strong repair method.A 6,600-pound Cybertruck was lifted mid-air using just a 2.5-inch patch of Fusor 2098 adhesive attaching it to a crane.That exact glue had been used in repairing the same truck when its tow hitch ripped out during a stress test.Fusor 2098 cures to about 3,190 psi tensile strength, and is OEM‑approved by Tesla and other manufacturers.Adhesive bonding, when paired with rivets, can distribute loads better and outperform welds in some impact scenarios.AI search is changing the game — not just how people ask questions, but how they see your brand. A new VaynerMedia study reveals that while impressions are climbing, actual clicks are falling off fast.AI search already makes up 7.6% of monetizable queries, expected to hit 25% by 2027.ChatGPT queries surged +180% in the past year, while Google's traditional traffic is slipping.“Zero‑click searches” are up, with site traffic down 6.7% year‑over‑year despite higher impression counts.Some takeaways:Move Fast and Test New AI Ad Formats Now: Early adopters of AI‑friendly strategies will capture outsized market share and will learn what works bestStrengthen Your Brand: A trusted, recognizable brand is more likely to be cited in AI answers, even if the click never happens.Optimize for AI discovery by creating content that's easy for LLMs to scan and quote — FAQs, concise answers, and video content.0:00 Intro with Paul J Daly and Kyle Mountsier3:46 Used EV Prices Down 4.8% YoY7:24 Tesla Cybertruck Hung From Glue10:07 AI Search ExpeJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1106: Today we're looking at a U.S.-EU trade deal that gives European automakers some relief, Toyota's ambitious product roadmap with EVs and freshened favorites, and why Sam Altman says your ChatGPT chats aren't nearly as private as you think.Show Notes with links:European automakers got a breather as the U.S. and EU struck a long-awaited trade deal, dialing back tariff threats that had been weighing on the industry.The U.S. will apply a 15% tariff on EU goods, easing pressure from the previously targeted 25%.Stocks of German automakers like BMW, Mercedes, and Volkswagen initially surged on the news.Barclays analysts note the 15% rate is six times higher than pre-Trump levels.The EU may cut its 10% tariff on U.S. imports, benefiting BMW and Mercedes, which export U.S.-built models back to Europe.BMW and VW are also hoping for additional relief tied to U.S. investments.Barclays: “Logging in 15% tariffs as a run-rate will still represent a year-on-year headwind in 2026 versus 2025.”Toyota's next four years will be packed with new EVs, freshened best-sellers, and a surprising push to keep sedans relevant.The Highlander will go all-electric in 2025, following the new Grand Highlander.A three-row electric crossover (bZ5X) will launch from Kentucky late 2025.RAV4 redesign moves up to 2025 with new platform, safety, and infotainment upgrades.Toyota continues investing in sedans — Corolla freshens in 2025, Camry will be redesigned in 2028.A Compact Corolla-based pickup in development is set to rival Ford Maverick, expected in 2027.Akio Toyoda's GR Supra may end production in 2026, though emotions could keep it alive.Millions are sharing deeply personal issues with AI, but a surprising admission from OpenAI CEO Sam Altman has lawyers — and plenty of everyday users — buzzing. He admitted last week that ChatGPT conversations don't carry the same confidentiality as talks with a lawyer, doctor, or therapist, raising big questions about privacy in the AI age.Altman: “We should have the same concept of privacy for your conversations with AI that we do with a therapist or whatever — and we haven't figured that out yet.”Legal experts warn that without privilege, user data could be subpoenaed if OpenAI stores it.OpenAI notes that with chat history off — especially on paid plans — data isn't saved or used for training.Enterprise-level ChatGPT offers encryption and compliance, but the free and Plus versions lack those safeguards.0:00 Intro with Paul J Daly and Kyle Mountsier1:43 Upcoming ASOTU Edge Webinar with CarRx2:20 US Trade Deal With EU Is 15% Tariffs4:30 Toyota's 4 Year Roadmap7:42 ChatGPT Doesn't Provide Legal ConfidentialJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1105: Chris Reeves joins Paul and Kyle to share the who, what, where, why and how of auto dealers giving back to their communities.Fred Martin has spent decades in the car business, but his latest gift is all about the arts.Martin recently made a $500K gift to Lake Erie College. And while that number alone is impressive, it's how he chose to give that makes this story something special.Fred's donation includes two top-of-the-line Steinway pianos. One is a concert grand that will take its place in the college's Morley Music Hall for students to perform and practice. The second is a Spirio Player, a self-playing model that will be housed in the school's historic Manor House, serving as a centerpiece during campus events and community gatherings.“I am deeply grateful to Fred Martin for this extraordinary investment in our students and campus,” said Lake Erie College President Jennifer Schuller. “By honoring his family legacy in this way, Fred has created something truly meaningful and enduring.”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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1104: EV service frustrations rise as electric sales grow, Honda steps into the insurance game, and Walmart unveils Sparky—its bold AI move to replace the search bar.Show Notes with links:Electric vehicle sales hit a new high in the first half of 2025, but the surge is putting pressure on service departments nationwide. According to CDK Global's EV Ownership Study, more EVs are hitting the service lane — and owners are increasingly frustrated with the experience.Q2 EV sales rose nearly 5% over Q1; first-half total reached a record 607,000+ units.Only 28% of EV owners reported same-day service in 2024 — down from 40% in 2023.85% of new EV owners needed dealership service in year one, often for recalls or minor repairs.Multiple visits are becoming common: 34% of non-Tesla owners said service took longer than for gas vehicles, with 21% saying it took 4 visits or more.Our friend David Thomas of CDK: “We know dealers are prepared for EV service, but these numbers getting worse is not a good sign as more non-Tesla EVs are on the road than ever before.”Honda is taking a big step into the insurance space with the launch of Honda Insurance Solutions — a licensed agency designed to offer customers competitive, convenient coverage as part of the overall ownership experience.Available in all 50 states, the platform provides quotes from top carriers via VIU by HUB, omnichannel insurance brokerage platform backed by one of the largest personal insurance brokers, Hub InternationalCustomers can shop for coverage on autos, RVs, motorcycles, and even homes.An OEM parts coverage option helps protect vehicle value by using only Honda and Acura Genuine Parts.Future plans include full integration into Honda and Acura's digital sales ecosystem.Petar Vucurevic, President of American Honda Insurance Solutions: “Insurance is a key touchpoint in the vehicle ownership journey... promoting safer driving and increased peace of mind.”Walmart is doubling down on its AI transformation with the rollout of Sparky, a next-gen digital shopping agent set to replace traditional search. The move marks the retail giant's most aggressive bet yet on an AI-first future.Sparky will handle everything from grocery reorders to furnishing entire apartments based on budget and preferences.The new interface will be multimodal—supporting voice, images, and video—to mirror natural human shopping behaviors and eliminate the need for keyword searches.Walmart's AI framework includes four agents: Sparky (customers), Marty (suppliers/advertisers), an associate agent, and a developer agent.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1103: Today we're talking about backlash against stop-start tech, Tesla's rocky second quarter and robotaxi dreams, and Southwest's historic shift to assigned seating.Show Notes with links:Stop-start engine systems, once praised for fuel savings, often slandered by consumers, are now catching flak from both the EPA and frustrated drivers—prompting new questions about their future.62% of 2023 vehicles used stop-start to claim EPA efficiency credits around $30 per vehicleA new Trump-era law which eliminated CAFE standards and key penalties is reducing incentives for automakers.Consumers often disable the feature, citing annoyance and wear concerns even going as far as installing aftermarket disablers from Amazon which trick the system while some drivers rely on pedal finesse.“If there's no CAFE program that can be enforced, and there's not a greenhouse gas standard that requires improvement, that would remove the incentive for automakers to put in this technology,” said Chris Harto, senior policy analyst at Consumer ReportsLee Zeldin, head of the EPA recently tweeted: Start/stop technology: where your car dies at every red light so companies get a climate participation trophy. EPA approved it, and everyone hates it, so we're fixing it.Tesla's Q2 earnings took a hit, with profits and sales both sliding amid fading incentives, slowing EV demand, and political headwinds. Elon Musk says the future rides on autonomy.Net income fell 16% to $1.17B; auto revenue dropped 16% as deliveries declined.Tesla's $439M in regulatory credit sales was half of last year's, and shrinking fast.A lower-priced Model Y and stripped-down Cybertruck aim to revive sales.Tesla's invite-only robotaxi service in Austin may expand to half the U.S. population by year's end if approvals move forward quickly according to Musk“We probably could have a few rough quarters. I'm not saying we will, but we could.”Southwest Airlines will say goodbye to open seating for the first time in its history, launching assigned seats and a tiered boarding system starting January 27.Ticket sales for assigned seats begin July 29; full rollout hits early next year.Eight new boarding groups will replace A-B-C lines, prioritizing loyalty and fare class.Premium seat options—like extra-legroom—are coming, but prices are still under wraps.About 25% of the fleet is already reconfigured with the new seat layout.“We're optimizing for efficiency… while taking care of our most loyal customers,” said Southwest's Stephanie Shafer Modi.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1102: Today, we're unpacking the Detroit 3's tariff turmoil with Japan, exploring how "Auction 2.0" is reshaping used-car sourcing, and tracking Delta's AI-driven pricing turbulence as Senators demand answers. The U.S. automakers GM, Ford, and Stellantis are pushing back against a new trade deal lowering Japanese auto tariffs to 15%, while tariffs on Canadian and Mexican imports stay at 25%. The Detroit 3 warn this imbalance threatens U.S. auto jobs and industry.Matt Blunt of the American Automotive Policy Council says any deal that favors Japanese imports over high-U.S.-content North American vehicles is “a bad deal for U.S. industry and auto workers.”President Trump boasts of a “massive deal” with Japan involving $550 billion in investments and tariff cuts, calling it a historic win for U.S. automakers.Details remain murky on whether Japanese cars and parts will get carve-outs from existing tariffs; the deal comes as Trump threatens to hike tariffs on Mexico and Canada.U.S.-Japan talks included Japan's chief trade negotiator meeting Treasury Secretary Scott Bessent, who says negotiations are “going very well.”Japanese automakers continue investing in U.S. production, with significant commitments from Isuzu and Toyota, aiming to boost local manufacturing despite tariff concerns.According to recent data from Cox Automotive, NADA, and BCG, the traditional used-car auction model is failing franchised dealers due to rising fees, transport costs, and poor condition reports. Dealers are shifting fast to private-party acquisitions (PPA), creating a more local and cost-effective supply.Auction-sourced dealer inventory fell from 27% in 2019 to 18% in 2023, while private-party sourcing grew from 10% to 15%.Buy fees have increased by about 50%, transport costs are up roughly a third, and lane prices remain inflated, squeezing dealer margins.The Manheim Index peaked at 234 in early 2023, but lane conversion rates dropped to 58-64%, below the 70% pre-pandemic norm.NADA projects private-party sales will hit 40% of the used market by 2025, signaling a permanent market shift.According to Sen. Ruben Gallego and other senators, Delta's new AI-based ticket pricing strategy could unfairly hike costs based on individual passenger data. Senators worry this could squeeze consumers financially during tough economic times.Senators are demanding clarity on what data Delta uses and how widely the AI pricing will be implemented, currently 3% but planned for 20% of routes by year-end.Delta says the AI tech streamlines longstanding dynamic pricing and denies using personal data for individualized offers.Critics worry AI could push prices to each consumer's “pain point,” risking predatory pricing amid inflation pressures.Delta preJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1101: Today we talk about how AI is quietly reshaping the workforce under the guise of “restructuring.” GM reports a profit dip but revs up electrified truck updates to meet shifting demands. Finally, California launches an innovative apprenticeship program to tackle the auto tech shortage head-on.GM's Q2 net income fell 35%, hit by $1.1 billion in tariffs, but the company holds firm on full-year profit goals. CEO Mary Barra highlights strategic moves to align with consumer demand. Meanwhile, GMC is updating its trucks and SUVs with plug-in hybrids arriving in 2027 and EV redesigns planned.Q2 revenue dropped 1.8% to $47.1 billion; North American pretax profit down 46%.Tariffs expected to cut profits by $4-$5 billion this year.GMC's Sierra and Yukon will add plug-in hybrids in 2027, with EV Sierra redesign in 2028.Hummer EV and other models due for updates through 2029.Barra: “We'll emerge from this transition stronger and more profitable than before.”California dealers are tackling the nationwide shortage of skilled auto techs with a new apprenticeship program. The initiative lets aspiring technicians learn on the job without upfront costs, offering wages, tools, and a U.S. Department of Labor certification after two years.CNCDA reports 400,000 tech job openings nationwide; California alone needs 5,000 more.The shift to EVs and retiring experienced techs are worsening the shortage.Apprenticeship pays a fair wage, requires no tuition, and includes e-learning tools.Open to anyone, especially those 18-30 without college degrees, aiming to avoid student debt.“This program offers a practical path to a lucrative career without the burden of traditional schooling,” said CNCDA representatives.While companies rarely admit it publicly, AI technology is increasingly driving workforce reductions disguised as restructuring or optimization. Early layoffs have targeted 1099 freelancers, especially in content and creative roles, HR, and Customer Service as firms cautiously phase in AI tools before affecting full-time employees.IBM and Klarna have been among the few transparent about AI replacing some jobs despite overall growth.Companies often use euphemisms like “restructuring,” “reorganization,” “optimization,” and “business efficiency” to mask AI-driven job cuts and avoid backlash.When AI falls short, companies often outsource work globally instead of rehiring domestically.“AI might automate 70% to 90% of a process, but the last mile still needs the human touch, especiallJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 Benchmark. Profit gains came with a small asterisk because of the big cybersecurity hit last year. However this does mark the first quarterly improvement in domestic brands in three years.Average franchised dealerships posted a 22% net profit increase year-over-year, helped by both import and domestic brand gains.Import stores led with a 34% profit rise, luxury stores up 32%, and domestic stores rebounded 24% for the first time since 2022.New-vehicle gross profit per unit rose 6.1% from Q1 2025 to $2,128, reversing a multi-year decline.Used-vehicle gross profit climbed 11%, while finance and insurance income increased 5.6%, supporting overall revenue growth to $22 million per dealership.“Sustained profitability will come from a focus on fundamentals and a willingness to adapt as market conditions continue to evolve,” said Paul Faletti, CEO of NCM Associates.Ford has built a fully electric Bronco SUV with some impressive specs like 403-mile range, advanced EV tech, including lidar and 30+ sensors for semi-autonomous driving, and a heavier/smoother ride but there's a catch… it's only coming to ChinaThe Bronco New Energy offers two powertrains: a full electric with a 105 kWh battery and an extended-range hybrid (EREV) combining a 43.7 kWh battery with a 1.5L gas generator.The hybrid version can cover up to 800 miles total, with 137 miles purely on battery before the gas engine kicks in.The SUV is big and heavy—nearly 5,800 pounds and almost 9 inches longer than the gas Bronco—providing a planted ride but potentially slower cornering.Ford's smart cabin includes unique modes like “naps, pets, camping overnight” designed for comfort and convenience.Tesla's new Diner and Drive-In in Hollywood is ready to serve nostalgia and innovation side by side. Opening July 21, 2025, this retro-futuristic spot combines classic diner vibes with 75 Tesla Supercharger stalls and even features a Tesla Optimus robot.The two-story, saucer-shaped diner sits on historic Route 66 and offers 9,300 sq ft including a rooftop bar with panoramic views.Classic movies and SpaceX launch footage play on two massive LED screens syncing audio to your Tesla's stereo for a true drive-in experience.Tesla owners get exclusive perks like in-car touchscreen ordering and carhop service on roller skates delivering diner classics served in Cybertruck-themed packaging.Charging supports up to 250 kW for Models S, 3, X, Y, aJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 oriented toward people, how a culture of awareness makes stories like this possible, and yes, somehow we get into Dungeons & Dragons too.Story Link: https://www.linkedin.com/posts/speedwaycars_subarulovepromise-speedwaycares-speedwaysubaru-activity-7349806799643893761-r1Xg/?rcm=ACoAADx8cGUBDLlEN_DFCU9c17qutER63LD65xgJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 late 2025, expands in 2026 to support the nearby Georgia plant.An initial staff of 100 will grow to around 500.The new $6B+ factory in Stanton Springs to begin vertical construction in 2026 which will produce R2 and R3 models starting 2028, span 16 million sq. ft., and employ 7,500.CEO RJ Scaringe: “Atlanta embodies so much that makes Georgia great — top talent, exceptional creativity, and a desire to always be moving forward.”Some heroes don't wear capes, they drive F-150s. When Richard Pryor saw a man pulling a weapon outside Crosspointe Church during Vacation Bible School, he didn't freeze. He floored it. The deacon used his truck to stop what could've been a tragic day in Wayne, MI.Though he saved countless lives that day, unfortunately his truck didn't survive the harrowing incident after taking a round and crashingWhen Demmer Ford heard what Richard had done, they handed him the keys to a new 2025 F-150 as a gesture of appreciation for his courage and quick action.We may not all have Richard's bravery, but every one of us has the power to do something that matters. The key is keeping your eyes open and your heart ready.OpenAI has launched a game-changing upgrade to ChatGPT, giving it its own virtual computer. This move turns the AI into a fully-fledged assistant that can execute complex tasks—start to finish—without skipping a beat.ChatGPT Agent can now handle real-world work like analyzing competitors, booking travel, and updating spreadsheets, all from your single prompt.It blends the strengths of previous tools—Operator and deep research—into one powerful, task-completing system.The AI can click, scroll, code, and summarize, even logging into your Gmail or GitHub (with permission) to grab the info it needs.New benchmarks show it beats human-level accuracy across investment banking, data science, and spreadsheet modeling tasks.“You're always in control,” says OpenAI. “You can take over the browser, pause tasks, or get a real-time progress summary.”Starting today (July 17–18), it's available to Pro, Plus, and Team subscribers. Just toggle “Agent Mode” in the tools dropdown during any chatJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 some franchise laws create unnecessary costs, ultimately hurting consumers and competitiveness.The letter targets laws restricting new dealership locations and third-party time guides for warranty work.NADA President Mike Stanton labeled it a “broadside attack” and called for a unified defense of the franchise model.Don Hall, CEO of VADA, said: “If there is such a thing as a holy war in the franchise world, it's a holy war.”In response to backlash, John Bozzella, President of the Alliance clarified: “We support the dealership franchise model. Period. Full stop.”Stellantis is backing away from hydrogen-powered vehicles, shelving its fuel-cell van program as infrastructure and economic realities dim the tech's near-term future.The automaker will no longer launch its hydrogen-powered Pro One vans originally planned for France and Poland.Stellantis cited poor infrastructure, high costs, and low midterm viability for light-duty hydrogen vehicles.R&D resources will be redirected toward electric and hybrid vehicle development.Staff at impacted plants will be reassigned, and the company is reassessing its stake in hydrogen joint venture Symbio.“The hydrogen market remains a niche segment, with no prospects of midterm economic sustainability,” said COO Jean-Philippe Imparato.Pop-up retail is evolving from a buzzy trend to a proven strategy, with brands large and small embracing short-term storefronts to build awareness, test products, and drive limited-time sales.U.S. pop-up shops generate ~$80B annually, with projections hitting $95B by 2026.80% of retailers who've opened a pop-up call it a success; most spend under $5,000 to launch.Goals include building brand awareness (66%), deepening customer connection (63%), and launching products (46%).Retailers range from e-commerce-only to full brick-and-mortar operations.As Sarah Rudge wrote: “Pop-up shops have become more than just a retail trend — they're now a strategic tool.”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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 gas-powered versions of the Escalade, Silverado, and Sierra starting in 2027.Originally, Orion was to build EV versions of the Silverado and Sierra, aligning with GM's electrification strategy.Production was delayed twice amid shifting consumer sentiment and cost considerations.The move is part of a broader $4 billion investment across three plants to increase output of gasoline-powered vehicles.GM cited “continued strong customer demand” for ICE models as the driver behind the pivot.“These moves will further strengthen our manufacturing footprint,” GM said, reaffirming its commitment to Michigan manufacturing.After 112 years under Chapman family stewardship, Ohio's oldest Ford dealership has been sold to Coughlin Automotive, marking the end of a storied chapter in Marysville.Originally opened by grocer George Butler Chapman in Plain City in 1913, Bob Chapman Ford was one of the first Ford dealers in Ohio, selling Model TsOver four generations, the Chapman family expanded: new facilities in 1918, 1935, and 1978, plus ventures into Firestone stores, Chryslers, RVs, even founding local airports The current 28,000-square-foot facility includes 24 service bays, a Quick Lane center and proudly displays an original Model T on its showroom floor as a nod to its century‑plus legacyJoe Chapman described the sale as “one of the most emotional and important decisions of my life,” praising Coughlin's deep respect for the dealership's legacy and community roots.New AI platforms like Claude and Perplexity are digging into the finance world, offering powerful features that could make Bloomberg's industry standard $25K-a-year terminal feel outdated.Claude now combines real-time market data with internal company info to answer complex questions instantly—no more juggling multiple systems.It can run simulations, build trading models, and handle huge documents without analysts hitting roadblocks.Major firms like Bridgewater, AIG, and Norway's sovereign wealth fund are already seeing big productivity boosts.Perplexity targets a broader market with tools starting at $0, offering fast research summaries, stock comparisons, and even crypto integrations through Coinbase.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 pivoting to body-on-frame vehicles, potentially doubling Canton's output with models like the Armada and Infiniti QX80.A return of the rugged Xterra is also on the table — this time as a hybrid SUV riding on the Frontier truck platform.The shift could revive a plant running at half capacity and counter rising tariffs on imports from Japan.Nissan is even exploring a “what if” collaboration with Honda to build pickups, but one source called it “pie in the sky at this stage.”Volvo Cars is taking a $1.2 billion charge in Q2 as it battles rising costs, tariffs, launch delays tied to its electric vehicle lineup and reduced profitability on two electric models, the EX90 SUV and ES90 sedan.The EX90 began production in June in South Carolina, but saw over a year of delays due to software issues and is launching without key features like lidar, ADAS tools, and bidirectional charging.The China-built ES90 sedan isn't faring better—tariffs in the U.S. and EU have made it tough to sell profitably in Volvo's key markets.The company is in the midst of deep cost-cutting, including layoffs impacting 3,000 jobs globally and 15% of its U.S. commercial staff.Volvo's U.S. sales rose 6% in the first half of 2025, but global deliveries fell 9%, highlighting uneven momentum.Ford and its dealer network are going all in to support Texans in the wake of devastating flash floods.The automaker, along with Ford Philanthropy and Texas dealers, is donating $1.25 million to local charities and disaster relief partners.Beyond dollars, Ford is supplying loaner vehicles to the American Red Cross to expand outreach in hard-hit areas.Ford's new Extended Volunteer Paid Time Off policy allows trained employees to deploy with Team Rubicon for on-the-ground disaster relief.Volunteers will also be packing food boxes for families through the North Texas Food Bank and running shelters and reunification centers.“We're standing alongside our Texas Ford Dealers… to ensure critical support gets to those who need it most,” said Elena Ford.0:00 Intro with Kyle Mountsier and Michael Cirillo0:30 Paul and Kyle were at the Beaver Golf Tournament yesterday1:40 New Auto Collabs episode with John Sacco on recycled metals2:20 Congrats to Ashley Cavazos on being the new President of WOCAN!3:55 Nissan To Pivot Canton, Mississippi PlantJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 principals, CFOs, and department heads making real moves in their stores and communities.Dealerships represented range from large groups like Hendrick and Lithia to family-run independents.Standouts include Stephanie Frink, president of Hennessy Auto Cos., and Jake Sodikoff, dual-store dealer principal and president of Steven Nissan and Kia.The list highlights broad roles—from finance and marketing to fixed ops—showing leadership can come from any department.“These honorees are driving change, growth, and innovation in one of the most competitive industries in the world,” said Automotive News in its announcement.In a cooling EV market, used electric vehicles are emerging as the best deal on the lot—thanks to deep discounts and looming tax credit expirations.Used EV sales hit a record 100,000+ units in Q2, buoyed by steep price drops of nearly 32% in 2024.Buyers like Christopher Andrzejczak scored vehicles for less than half their original sticker prices.Used EVs depreciate faster than gas cars due to concerns about battery life and tech obsolescence.Demand is surging ahead of the $4,000 used EV tax credit's scheduled end in September.Eli Cook and his wife, preparing to move from Missouri to California, bought a used 2020 Tesla Model 3 for $15,000 in cash to avoid high Bay Area gas prices and missing out on the soon-to-expire tax credit. “It really seems like we're buying the dip for used EVs right now,” Cook said.Tesla's latest software update (2025.26) includes the long-awaited arrival of Grok, Elon Musk's AI chatbot. But before you get too excited…Grok currently doesn't do much inside the car.Grok is only available in U.S. vehicles with AMD infotainment chips—basically, Teslas made after mid-2021.It's in beta and can't issue voice commands or interact with vehicle systems yet.Right now, it's just like having Grok on your phone… but on your car's touchscreen.Other software tweaks include syncing ambient lighting to music, personalized audio presets, and enhanced Dashcam Viewer tools.0:00 Intro with Paul J Daly and Kyle Mountsier1:10 Paul and Kyle are attending the 4th Annual Beaver Toyota and Mazda Golf Tournament2:20 The Automotive News 40 Under 40 List4:28 Used EVs are the Best Deal Right Now6:37 What Grok Currently Does In The Tesla AIJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 through Subaru's Share the Love program, the dealership staff realized something simple was missing. So they raised $10K, partnered with a local playground company, and spent last Friday afternoon installing the new play-set themselves. The dealership also presented a $95K check to the Greater St. Cloud Public Safety Foundation, funding neighborhood-based community outposts that connect residents to local resources.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 subsidies “bad for the world, bad for the U.S.,” and a blow to U.S. tech leadership.Ironically, fewer incentives could benefit Rivian, opening space for it's R2 and R3 rollouts.Scaringe didn't blame Congress alone—he sees legacy automakers like GM and Toyota, and their lobbyists, as Rivian's “biggest adversaries” on everything from EV registration fees to direct sales bans.He accused them of resisting change to protect outdated business models: “It's reflective of their desire that this whole EV thing would just go away. [They can suddenly say], “fine, I just won't sell those EVs.”“The folks we spend the most energy fighting against in D.C. are actual car companies,” Scaringe said. “It's very telling.”Elon Musk has confirmed that Tesla vehicles will get a native dose of his irreverent AI chatbot, Grok, starting next week “at the latest,” merging Tesla's in-car computing power with conversational AI.Grok 4, the latest model from Musk's AI startup xAI, was just released.Tesla vehicles will run a smaller version of Grok locally using their onboard computers.Musk previously teased Grok integration but had not set a firm timeline—until now.This comes amid backlash after Grok shared posts on X containing antisemitic content.“Tesla will probably have the most amount of true usable inference compute on Earth,” Musk posted on X.Those cheerful messages on your Starbucks cup might not be as heartfelt as they seem. A push for personalized notes is raising questions about authenticity and pressure on baristas.New CEO Brian Niccol wants to bring back cozy, in-store vibes by reversing mobile-heavy trends.Cup messages are now a “standard” meant to create human connection—but not all employees are thrilled.Baristas say it slows them down, especially during rush hours, and some report pressure from managers to comply.A few enjoy the creativity, but many feel it's another task disguised as joy.One Redditor shared, “I was told I'd get a final warning if I didn't write on cups.” Starbucks disputes this claim.0:00 Intro with Paul J Daly and Kyle Mountsier1:01 What a sarcastic car might sound like1:55 Announcements2:20 Rivian CEO Goes After Legacy Automakers and US Tax Policies6:35 Tesla To Get Grok AI 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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] take advantage while they still can.”Joe Jackson, GSM at Bowman Chevrolet in Clarkston, Mich., said they are learning into leasing, “EVs are a lease-heavy vehicle; I expect the leasing to weather this a little bit better than the purchases,”EV Auto's Alex Lawrence thinks that “adoption [will] increase, but it's going to be a lumpy line.”Liza and CMA are confident about the future,, saying “We're committed to educating customers about all the other benefits. Our job is to be proactive, transparent and ready to help customers navigate this shift.”Tesla is aiming to bring its experimental robotaxi service to the San Francisco Bay Area within the next two months—pending regulatory approval.Elon Musk confirmed expansion plans on X, following a limited pilot in Austin, Texas.The Austin test fleet, with safety monitors onboard, is set to grow its service area this weekend, with an ultimate goal of 1,000 Robotaxis in several months.Tesla faces tight regulation in California, unlike the light-touch environment in Texas.Approval from the California DMV and CPUC is still needed to charge passengers for rides, although initial approvals were given in MarchA major travel headache is officially over: U.S. travelers no longer need to remove their shoes at airport security, thanks to new TSA technology and a successful pilot program.The change is effective immediately nationwide, per Homeland Security Secretary Kristi Noem.Passengers ages 12 to 75 were previously required to remove shoes—a post-9/11 rule spurred by the 2001 “shoe bomber,” but a pilot program showed TSA's equipment could maintain safety standards without requiring shoe removal.“Most Americans will be very excited... it will be a much more streamlined process,” said Noem.TSA PreCheck still offers added perks like skipping laptop and toiletry removal.TSA is exploring more changes, including special lanes for families and service members, to simplify screenings further.0:00 Intro with Paul J Daly and Kyle Mountsier0:45 Paul saw Halloween decor at Costco yesterday2:08 Announcements2:50 Dealers React To The End of the EV Tax Credit6:42 A look at Paul and Kyle's bookshelf7:30 Tesla Eyeing Robotaxi In San Fran9:43 TSA No Longer 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 nationwide.On top of the $600K, TMNA will match contributions up to $10,000 for eligible Toyota and Lexus dealers donating to flood relief charities and will double all U.S. team member contributions directed to disaster relief.Relief includes financial assistance, donation drives, and payment relief for impacted customers.“When disasters like this occur, it's important to help our neighbors and communities in their time of need,” said TMNA CEO Ted Ogawa.Redwood Materials, led by former Tesla co-founder JB Straubel, is giving EV batteries a second life—this time fueling the AI revolution with renewable power.In the Nevada desert, Redwood built a 12 MW/63 MWh microgrid from 792 repurposed EV battery packs from automakers like Toyota, GM, and VW, which is enough to power 4,000 homes continuously for about 5 hours.The system powers an AI data center using only a 33-acre solar array—no grid connection, no permits, no backup generators.With AI data centers projected to consume 12% of U.S. electricity by 2028, second-life batteries are gaining traction as scalable, fast-to-deploy storage.Redwood expects to deliver over 5 GWh of repurposed storage capacity in the next 12 months.“You can deploy this very fast,” said Straubel. “We'll absolutely see much larger deployments of this.”(Since they are powering an ai data center…speaking of ai)A new wave of AI voice cloning fraud has hit an alarming milestone: impersonating a U.S. Secretary of State. The attack duped global leaders—and required just seconds of audio.In June 2025, a cloned voice of Marco Rubio was used to contact five officials via Signal.Victims included a U.S. governor, a member of Congress, and three foreign ministers.FBI warnings have cited a surge in AI-driven impersonation scams since April.Past heists include $243K from a UK energy firm and $35M from a UAE bank.Deepfake losses could hit $40B by 2027. Humans detect fake voices only half the time.“It's not a matter of if, but when,” security experts warn.0:00 Intro with Paul J Daly and Kyle Mountsier1:22 Announcements3:05 Toyota Donates $600K To Texas Relief Efforts6:40 Redwood Materials Recycled EV Batteries Powers AI Data Centers11:26 MarcJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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. Dealers are already seeing signs of a demand surge—and the next 84 days could be chaos.Buyers are rushing to act before the deadline, with analysts predicting a sharp uptick in showroom traffic.Barclays expects a pre-deadline demand spike as shoppers try to capture incentives before they disappear, and dealer inventories of qualifying models may dry up quickly.Researchers Elaine Buckberg and Cassandra Cole estimate a 6-point drop in EV share by 2030 as a resultSlate's highly anticipated sub-$20K electric truck, backed by over 100,000 reservations, has quietly had its price bumped to the "mid-twenties" after losing eligibility for the now-defunct EV tax credit.Check out our panel from ASOTU CON on this topicIn a corner of Georgetown, Kentucky, Toyota is quietly completing one of the boldest manufacturing upgrades in recent memory. A decade in the making, “K-flex” is turning a 40-year-old assembly line into the most flexible—and possibly most advanced—Toyota line in the world.The $1.8 billion Line 1 overhaul allows for hybrid, plug-in, and full EVs to be built alongside ICE vehicles on the same line.Automation is everywhere: car-size autonomous skillets, part-delivering robots, and robotic glass installers fill the plant floor.Amazon's Prime Day has evolved into a four-day price frenzy—just in time to collide with fresh tariff concerns, shifting consumer priorities, and more cautious spending behavior. Retailers are leaning in hard, but shoppers aren't splurging quite like they used to.Prime Day now runs from July 8 (today) to July 11, with deals dropping as often as every 5 minutes and new perks aimed at Gen Z shoppers.Adobe predicts $23.8B in U.S. online sales this week—up 28% from last year—but analysts warn of front-loaded demand and early fatigue.Retailers like Walmart and Target are running competing promotions with sharper, more selective discounts.0:00 Intro with Paul J Daly and Kyle Mountsier0:45 Nathan doesn't have an Amazon Prime account2:15 ASOTU Edge Webinar tomorrow with Uber For Business3:05 New Episode of Auto Collabs with Thuy Adomitis of Mia4:40 EV Tax Credits Go Away in 84 Days, AnJoin 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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 analysts fear it could distract from Tesla's core business and turnaround plans.Tesla's global sales fell 13% in Q2; shares are down 20% year-to-date amid shifting investor sentiment.Consumer surveys show Tesla's brand perception continuing to erode in the U.S., ranking last among 19 EV makers in a May survey.Azoria Partners delayed its Tesla ETF launch, citing conflict with Musk's CEO responsibilities.“I encourage the Board to…evaluate whether [Musk's ambitions] are compatible with his full-time obligations,” said Azoria CEO James Fishback.A new report by AlixPartners projects that only 15 out of 129 EV and plug-in hybrid brands in China will survive through 2030, as fierce competition and overcapacity push the market toward consolidation.The surviving 15 brands are expected to control 75% of the market, each selling over 1 million units annually.Most Chinese EV makers remain unprofitable with the current market driving innovation and unsustainable pricing models; only BYD and Li Auto have achieved full-year profitability.Despite low profitability, regional governments may continue to support struggling brands to protect local economies.“This environment has driven remarkable advances...but it has also left many companies struggling,” said Stephen Dyer of AlixPartners.Meanwhile, Sony Honda Mobility's operating loss more than doubled to ¥52B ($362M) as it pushes to launch the Afeela EV this year.Darrell Thomas, a beloved Detroit car wash owner and NHRA-licensed drag racer, was known for his generosity. At his funeral, his family honored that legacy in dramatic fashion—showering the community with rose petals and $5,000 in cash from a helicopter during a public celebration of his life.The tribute shut down a stretch of Gratiot Avenue in front of Showroom Shine Express.The family says they informed police, though DPD claims they weren't told about the money drop.The FAA has launched an investigation into the aerial drop, but no action is expected from local authorities, according to Detroit Police.“This was a final expression of love from him to the community because he was a giver,” said niece Crystal Perry.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 round trip—the lowest in four years. A 10-person cookout now averages $99, the highest on record, with beverages and meats comprising 64% of the total costTotal fireworks revenue is estimated at $2.3 billion in 2025, with consumer sales at $1.6 billion and professional displays at $700 million. Approximately 285 million pounds of fireworks are expected to be consumed, with 95% imported from China.Plus Chris brings a people-focused story to the show today:American teacher Mark Fogel was arrested in Russia 3 years ago, and released in February this year.Shults Ford and Dealer Richard Bazzy in Pittsburgh gifted Mark a brand-new F-150 as a celebration of him coming home.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 pace above 17 million SAAR.June sales fell 4.3% to 1.26 million units, with SAAR dipping to 15.65 million.GM posted a 7% gain in Q2, with trucks, crossovers, and EVs all showing growth, with EV sales more than doubling YoY.Tesla deliveries declined 13%, amid an aging product lineup and reputational challenges.Ford reported a 14% increase, supported by employee pricing programs and strong hybrid performance.“We blew the doors off the overall industry,” said Andrew Frick, Ford Blue and Model e President.CARFAX has once again earned recognition as one of the best places to work in the U.S., sweeping multiple national and regional Top Workplace awards for 2025.They were named a USA Today Top Workplace for the fourth year in a row and also honored by the Washington Post (11th time) and St. Louis Post-Dispatch (4th year).The awards are based on anonymous employee feedback regarding culture and practices.Carfax received additional recognition for leadership, benefits, flexibility, innovation, and values.“Being part of a team… committed to the same playbook, has made my experience… rewarding,” said Angela Coyle, Director of Marketing Operations.Also a special shoutout to our friends at the Rohrman Auto Group, who placed on the USA Today list for the first time ever.Chuck E. Cheese is growing up — literally. The company has launched "Chuck's Arcade," a new concept aimed at adult fans of retro gaming and childhood nostalgia.Chuck's Arcade features classics like Donkey Kong and Mortal Kombat alongside modern games like Halo.Locations include St. Louis, Tulsa, El Paso, and St. Petersburg, with 10 now open across U.S. malls.Each arcade features unique artwork and iconic animatronic mascots from the original brand.Some locations include pizzerias and limited beer/wine service.CEO David McKillips calls it a “natural evolution” to attract lifelong fans and a new generation.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 kill EV tax credits by Sept. 30, 2025.CAFE penalties for fuel economy non-compliance would be eliminated, gutting enforcement.Car loan interest (up to $10,000/year) could be deducted for certain U.S.-built vehicle purchases from 2025-2028.An earlier AI regulation ban, which might've restricted state autonomous vehicle laws, was cut from the final bill.Electrification Coalition: Ending EV credits “would cede control over the future of transportation to China.”Hyundai just posted its best-ever U.S. sales performance in the first half of 2025, powered by strong EV momentum and a major new plant in Georgia. The automaker says this is only the beginning.Hyundai sold 439,280 vehicles in H1 2025, a 10% YoY increase—the most since its 1986 U.S. debut.Q2 and June also set new records with 235K+ (+10%) and 70K (+3%) vehicles sold, respectively.The IONIQ 5 remains a top EV performer with 19,092 units sold YTD; IONIQ 9 logged 1,013 units since May.The new Metaplant in Georgia can build 300K vehicles/year—expandable to 500K—with both IONIQ 5 and IONIQ 9 rolling off the line.With leases as low as $179/month and free home chargers on offer, Hyundai is “building momentum with every mile,” said North America CEO Randy Parker.Cloudflare is positioning to be the premier AI gatekeeper by blocking AI bots by default for new websites and launching a paywall-style marketplace for AI crawlers.New sites on Cloudflare will automatically block AI bots unless given explicit permission.Their new “Pay per Crawl” lets publishers charge bots for different kinds of data use.Condé Nast, TIME, and The Atlantic are on board after seeing steep traffic drops from AI-generated answers.OpenAI bots reportedly scrape 1,700 times per referral, while Anthropic scrapes 73,000 to one. Google is only 14 per referral“This could split the internet,” one analyst said, noting the potential divide between premium and freely scraped content.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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 accelerates the credit phaseout, bypassing both House and prior Senate timelines.Lucid's CEO warns the change “would make it very difficult for new players in the market.”The bill also ends penalties for CAFE standard noncompliance, easing burdens on legacy automakers.Dealers are concerned; roughly 140,000 EVs sit on lots.NADA:“If EV tax credits are going to be repealed, NADA urges Congress to include a reasonable transition period.”China's latest export restrictions have flipped the rare earths market on its head—sending automakers scrambling for alternatives and giving non-China suppliers the spotlight.After Beijing tightened exports of key magnet materials in April, Western buyers are now urgently securing non-Chinese supply chains.Neo Performance Materials in Estonia has seen surging demand at a $10–$30/kg premium for non-China magnets.Korean and European firms are also investing in alternative sources, even paying 15–30% more to ensure supply.Industry insiders warn that premiums too high could kill demand; too low, and new suppliers can't survive.“Customers understand there is a premium… but if that premium gets too big, we're looking at demand destruction,” said Neo CEO Rahim Suleman.Small business owners are facing an alarming new wave of fraud—fueled by generative AI. With tools like ChatGPT and deepfake video tech, scammers can now clone brands, replicate storefronts, and impersonate real people—all with little to no technical skill.One scam targeted knife seller Oishya with a fake giveaway campaign, sending fraudulent offers to 10,000 Instagram followers and duping nearly 100 customers out of shipping fees.A recruiter shared how applicants now use AI avatars to cheat video calls, forcing her to ask for ID and personal questions to confirm they're real.In another case, an engineering firm lost $25 million after an employee was tricked by AI-generated video replicas of his coworkers, including the CFO.“It's like whack-a-mole, but the moles are multiplying,” said one cybersecurity executive.“Doing business online gets more necessary and high risk every year,” said Nima Etemadi of Cake Life Shop. “AI is just part of that.”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 leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/