Podcasts about automakers

TOPIC: Auto Industry News PANEL: Tom Murphy, CarBuzz; Lindsay Brooke, Freelance; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires

- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires

WWJ Auto Analyst Jon McElroy says the situation in Iran, and its impact on oil prices, could impact the mix of cars and trucks that automakers sell this year.

Shoot us a Text.Episode #1283: Oil markets are on edge as global conflict pressures fuel prices and supply chains. Meanwhile, BYD may have cracked the code on five-minute EV charging, and CarMax becomes the first U.S. auto retailer to launch a shopping app inside ChatGPT.Oil markets are on edge after military action involving the U.S. and Israel disrupted shipping through the Strait of Hormuz. While automakers aren't seeing immediate shutdowns, rising energy prices and potential shipping reroutes are adding another variable to an already complex year.Roughly 20 million barrels of crude flow through the strait daily, along with LNG, aluminum, steel inputs and key plastics used in vehicle production.Oil briefly jumped nearly 7%, with analysts warning prices could top $100 a barrel if the conflict drags on.Automakers rely heavily on Asia–Europe sea lanes for semiconductors, battery materials and electronics—any expansion into the Red Sea or Suez would be “significantly disruptive.”“It certainly adds risk [for OEMs] and you've got to be thinking about rerouting anything that's going to go through that part of the world,” said AlixPartners' Dan Hearsch.If range anxiety has been the headline problem for EV adoption, BYD may be attacking it at the source. The Chinese automaker is testing a 1,500 kW “flash charging” network that looks less like a parking lot and more like a traditional gas station.The demo site in Shenzhen features liquid-cooled charging guns and pull-through lanes, allowing drivers to plug in and roll out—no backing into stalls required.Leaked specs suggest up to 1,500 kW on a 1,000V architecture—potentially adding 249 miles in about 5 minutes. For context, most U.S. and European fast chargers top out at 350 kW.Testing is currently limited to select BYD models with a “Flash Charge” badge, with charging reportedly starting within 10 seconds of plug-in.Pricing at the demo site is around $0.18 per kWh, a fraction of many Western public charging rates.CarMax just became the first U.S. auto retailer to launch a car-shopping app inside ChatGPT, bringing both buying and selling tools directly into the AI platform. It's another signal that conversational commerce isn't coming—it's here.Customers can browse CarMax's 45,000+ vehicle inventory using natural prompts like “SUV with third row under $25,000” or “small AWD car with good tech.”The app also allows sellers to check their vehicle's value and connect directly to CarMax's online offer tool.CarMax says the goal is to reduce the overwhelm of used-car shopping by meeting customers on a platform they're already using.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandising decisions, iPacketJoin 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/

Wie dacht dat de Iran-dip bereikt was, komt van een koude kermis thuis. Waar de beurzen zich gisteravond juist leken te herstellen van de schrik, zien we vandaag pas écht effect van de spanningen in het Midden-Oosten. In Europa en in de VS. Zijn er nieuwe ontwikkelingen, of zijn beleggers er gewoon laat bij? We zoeken het voor je uit. Index-verliezen van twee, drie procent zijn geen uitzondering vandaag. Maar ze vallen in het niet bij het verlies van de Kospi, de Koreaanse beurs. Die sloot ruim 7 procent lager. Terwijl diezelfde Kospi hiervoor juist record op record brak. Wat er nog over is van al dat optimisme van toen, hoor je ook in deze aflevering. Vertellen we je ook nog: Wat er nog over is van de kredietwaardigheid van Paramount Skydance nu het Warner Brothers gaat overnemen. Spoiler: niet veel. Over nieuwe zorgen rond private kredieten. Hoe gokplatform Polymarket, waar je een wedje kunt leggen op zo ongeveer alles, nu ook geconfronteerd wordt met handel met voorkennis. Waarom Elon Musk zijn Twitterschulden gaat afbetalen. Te gast: Stan Westerterp van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Wie dacht dat de Iran-dip bereikt was, komt van een koude kermis thuis. Waar de beurzen zich gisteravond juist leken te herstellen van de schrik, zien we vandaag pas écht effect van de spanningen in het Midden-Oosten. In Europa en in de VS. Zijn er nieuwe ontwikkelingen, of zijn beleggers er gewoon laat bij? We zoeken het voor je uit. Index-verliezen van twee, drie procent zijn geen uitzondering vandaag. Maar ze vallen in het niet bij het verlies van de Kospi, de Koreaanse beurs. Die sloot ruim 7 procent lager. Terwijl diezelfde Kospi hiervoor juist record op record brak. Wat er nog over is van al dat optimisme van toen, hoor je ook in deze aflevering. Vertellen we je ook nog: Wat er nog over is van de kredietwaardigheid van Paramount Skydance nu het Warner Brothers gaat overnemen. Spoiler: niet veel. Over nieuwe zorgen rond private kredieten. Hoe gokplatform Polymarket, waar je een wedje kunt leggen op zo ongeveer alles, nu ook geconfronteerd wordt met handel met voorkennis. Waarom Elon Musk zijn Twitterschulden gaat afbetalen. Te gast: Stan Westerterp van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1282: Honda leads the nation in fuel economy, destination charges quietly climb to $1,600 per vehicle, and a new Gallup report shows staffing shortages may be holding back customer experience across retail.If you had to guess the most fuel-efficient automaker in America, who would you pick? According to the EPA's newly released 2025 Automotive Trends Report, Honda just claimed the top spot—blending hybrids, smart engineering, and affordability into a winning formula.Honda posted a 31.0 mpg “real-world” fleet average for 2024—3.8 mpg higher than the industry average among full-line brands.The EPA ranking looks at automakers offering a complete mix of gas and electrified vehiclesHonda's efficiency dominance isn't new. The Civic topped the EPA's very first fuel economy rankings back in 1976.The average Honda transaction price in 2025 was $35,060—roughly $10,000 below the industry average.Honda also set a third straight annual electrified sales record, surpassing 400,000 units, led by CR-V, Accord, and Civic hybrids.There's a new line on the Monroney that's getting a second look: destination charges. These once-overlooked shipping fees are quietly adding billions to vehicle costs without technically raising MSRP.Buyers spent more than $26 billion on destination charges this year, an average of $1,600, according to Edmunds.Some increases are steep: F-150 fees jumped to $2,595, Tahoe rose to nearly $2,000; Toyota Sequoia's fee is up more than 50%.Automakers say the hikes reflect higher fuel, logistics, heavier SUVs and trucks—and now tariffs. Stellantis alone expects $1.9B in tariff costs in 2026.The charge is the same whether the vehicle traveled 10 miles or 1,000, and courts have ruled consumers shouldn't be surprised that it includes profit.John Morrill, Massachusetts dealer: “It's a way to raise prices that is, shall we say, less transparent to the consumer. Carmakers have raised them a lot, certainly faster than they've raised prices.”A new Gallup report highlights a growing gap in retail and beyond: employees feel deeply responsible for customer experience—but don't believe their companies can actually deliver on promises. And staffing cuts appear to be the biggest culprit.43% of workers strongly agree they feel responsible for customer experience (up from 38% last year), but only 23% believe their organization consistently delivers on its promises.Leadership is 10 points more confident than frontline employees that promises are being kept.Staffing is the top barrier to service, cited by 37% of workers—more than training, tools, or unclear standards combined.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandisJoin 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/

Today on CarEdge Live, Ray and Zach discuss the latest losses at Stellantis and others. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

WWJ auto analyst John McElroy reports a number of automakers offer mobile service where mechanics come to you to do basic service. Ford appears to be the most aggressive.

After posting a 26.3 billion dollar loss in 2025, Stellantis CEO says 2026 will be a year of growth. But autoworkers will receive no profit sharing checks. WWJ's Jackie Paige and Chris Fillar have your Thursday morning news. (Photo credit: Bill Pugliano/Getty Images)

Today on CarEdge Live, Ray and Zach discuss the latest data on luxury car brands that are struggling. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kenny Wallace discusses Keelan Harvick signing a development deal with Toyota. He also talks about NASCAR TV coverage and Mark Martin continuing to try and improve the sport.#nascar #racing #kennywallace #markmartin #keelanharvick

As vehicles transition into software‑defined platforms, the complexity of integrating operating systems, middleware, and application layers has increased dramatically. QNX, a division of BlackBerry, focuses on solving these challenges through secure, reliable, and high‑performance embedded software. Its technology is deployed in hundreds of millions of vehicles worldwide, supporting systems that require stability, safety, and predictable behavior. With the introduction of Alloy Kore, QNX expands its role by offering a foundational software platform designed to streamline integration and accelerate development for modern automakers.The rise of software‑defined architectures has created new demands on engineering teams. Software now originates from multiple vendors, spans numerous domains, and must operate cohesively across the entire vehicle. This complexity has contributed to delayed vehicle programs, increased development costs, and a growing number of software‑related recalls. Alloy Kore was developed to address these challenges by providing a unified foundation that reduces fragmentation and supports consistent, reliable performance.Engineered for Integration and Long‑Term StabilityAlloy Kore serves as a foundational layer that manages the essential software infrastructure of the vehicle. It integrates the QNX operating system with automotive middleware from Vector, creating a cohesive environment that reduces the burden on automakers. Rather than stitching together disparate components, manufacturers can rely on a platform engineered specifically for integration, verification, and long‑term stability.This approach allows development teams to focus on the application layer, where user experience, personalization, and vehicle‑specific innovation occur. By offloading foundational complexity to a purpose‑built platform, automakers can allocate engineering resources more effectively and reduce the risk of delays caused by low‑level software issues. Alloy Kore supports the performance, safety, and security requirements expected in modern vehicles while providing a consistent base for future development.Supporting the Shift to Software‑Defined MobilityThe automotive industry is undergoing a significant transformation as vehicles become increasingly dependent on software for functionality, safety, and user experience. Alloy Kore supports this transition by offering a stable, scalable foundation that can evolve alongside new technologies. The platform is designed to accommodate the growing number of software components, sensors, and connectivity features that define next‑generation vehicles.By addressing integration challenges early in the development process, Alloy Kore helps reduce downstream issues that can lead to costly recalls or delayed launches. The platform's architecture supports predictable behavior, enabling automakers to build advanced features with confidence. This stability is essential as vehicles incorporate more complex driver‑assistance systems, connected services, and personalized digital experiences.Industry Adoption and Collaborative DevelopmentThe introduction of Alloy Kore has already gained traction within the automotive industry. Mercedes‑Benz has been announced as the first customer for the platform, demonstrating its relevance to manufacturers seeking to modernize their software strategies. The collaboration between QNX and Vector reflects a shared commitment to addressing industry‑wide challenges through a unified, purpose‑built solution.The platform's launch at CES highlights the growing recognition of software as a central component of vehicle development. Automakers increasingly view foundational software as a critical factor in achieving faster time‑to‑market, improved reliability, and enhanced user experience. Alloy Kore provides a structured path toward these goals by offering a stable base that supports innovation without compromising safety or performance.ConclusionQNX advances the future of automotive software through Alloy Kore, a foundational platform designed to simplify integration, improve reliability, and accelerate development. By combining secure operating system technology with automotive middleware, the platform addresses the complexity of modern vehicle software and supports the transition to software‑defined architectures. As automakers continue to innovate, solutions like Alloy Kore will play a central role in enabling efficient development and delivering the advanced features expected in next‑generation vehicles.Interview by Scott Ertz of F5 Live: Refreshing Technology.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. Secure your connection and unlock a faster, safer internet by signing up for PureVPN today.

As vehicles transition into software‑defined platforms, the complexity of integrating operating systems, middleware, and application layers has increased dramatically. QNX, a division of BlackBerry, focuses on solving these challenges through secure, reliable, and high‑performance embedded software. Its technology is deployed in hundreds of millions of vehicles worldwide, supporting systems that require stability, safety, and predictable behavior. With the introduction of Alloy Kore, QNX expands its role by offering a foundational software platform designed to streamline integration and accelerate development for modern automakers.The rise of software‑defined architectures has created new demands on engineering teams. Software now originates from multiple vendors, spans numerous domains, and must operate cohesively across the entire vehicle. This complexity has contributed to delayed vehicle programs, increased development costs, and a growing number of software‑related recalls. Alloy Kore was developed to address these challenges by providing a unified foundation that reduces fragmentation and supports consistent, reliable performance.Engineered for Integration and Long‑Term StabilityAlloy Kore serves as a foundational layer that manages the essential software infrastructure of the vehicle. It integrates the QNX operating system with automotive middleware from Vector, creating a cohesive environment that reduces the burden on automakers. Rather than stitching together disparate components, manufacturers can rely on a platform engineered specifically for integration, verification, and long‑term stability.This approach allows development teams to focus on the application layer, where user experience, personalization, and vehicle‑specific innovation occur. By offloading foundational complexity to a purpose‑built platform, automakers can allocate engineering resources more effectively and reduce the risk of delays caused by low‑level software issues. Alloy Kore supports the performance, safety, and security requirements expected in modern vehicles while providing a consistent base for future development.Supporting the Shift to Software‑Defined MobilityThe automotive industry is undergoing a significant transformation as vehicles become increasingly dependent on software for functionality, safety, and user experience. Alloy Kore supports this transition by offering a stable, scalable foundation that can evolve alongside new technologies. The platform is designed to accommodate the growing number of software components, sensors, and connectivity features that define next‑generation vehicles.By addressing integration challenges early in the development process, Alloy Kore helps reduce downstream issues that can lead to costly recalls or delayed launches. The platform's architecture supports predictable behavior, enabling automakers to build advanced features with confidence. This stability is essential as vehicles incorporate more complex driver‑assistance systems, connected services, and personalized digital experiences.Industry Adoption and Collaborative DevelopmentThe introduction of Alloy Kore has already gained traction within the automotive industry. Mercedes‑Benz has been announced as the first customer for the platform, demonstrating its relevance to manufacturers seeking to modernize their software strategies. The collaboration between QNX and Vector reflects a shared commitment to addressing industry‑wide challenges through a unified, purpose‑built solution.The platform's launch at CES highlights the growing recognition of software as a central component of vehicle development. Automakers increasingly view foundational software as a critical factor in achieving faster time‑to‑market, improved reliability, and enhanced user experience. Alloy Kore provides a structured path toward these goals by offering a stable base that supports innovation without compromising safety or performance.ConclusionQNX advances the future of automotive software through Alloy Kore, a foundational platform designed to simplify integration, improve reliability, and accelerate development. By combining secure operating system technology with automotive middleware, the platform addresses the complexity of modern vehicle software and supports the transition to software‑defined architectures. As automakers continue to innovate, solutions like Alloy Kore will play a central role in enabling efficient development and delivering the advanced features expected in next‑generation vehicles.Interview by Scott Ertz of F5 Live: Refreshing Technology.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. Secure your connection and unlock a faster, safer internet by signing up for PureVPN today.

 Indian manufacturers are enjoying a stellar run, with record sales, robust launch pipelines and more ambitious plans than ever before. In this episode of the Autocar Deep Drive Podcast powered by Kotak Mahindra Prime, Hormazd Sorabjee, Editor of Autocar India, and Ketan Thakkar, Editor of Autocar Professional, discuss what's driving this rise and what it means for the future of India's auto industry. 

TOPIC: Racing Involvement PANEL: Greg Migliore, AutoGuide; Henry Payne, Detroit News; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

February 17, 2026 ~ Keith Naughton, Car business reporter for Bloomberg Business, joins Kevin after Jim Farley and the Trump Administration discussed a partnership on Chinese car making in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

- Farley To Trump: Force Chinese OEMs Into U.S. Joint Ventures - Chinese OEMs Target Global Mid-Size Pickup Market - Stellantis Defies Market Data with Diesel Resurrection in Europe - VW Faces New Criminal Trial in France - Toyota Teaches Joby Aviation "TPS" To Scale eVTOL Production - Chinese Suppliers Still Struggle with Payments - Cathode Costs Remain the Primary Hurdle for Solid-State Scaling

- Farley To Trump: Force Chinese OEMs Into U.S. Joint Ventures - Chinese OEMs Target Global Mid-Size Pickup Market - Stellantis Defies Market Data with Diesel Resurrection in Europe - VW Faces New Criminal Trial in France - Toyota Teaches Joby Aviation "TPS" To Scale eVTOL Production - Chinese Suppliers Still Struggle with Payments - Cathode Costs Remain the Primary Hurdle for Solid-State Scaling

WWJ auto analyst John McElroy reports the Chinese want to get into the U.S. because it has the richest and most profitable car market in the world. (Photo: Getty Images)

The day after Prime Minister Mark Carney announced the Liberals' new auto strategy, automaker Stellantis announced it was selling its 49 per cent stake in Canada's first large-scale battery manufacturing facility in Windsor, Ont., for just $100 US. CBC's Peter Armstrong breaks down the move and looks at contradictory signals in Canada's new jobs numbers. Plus, our political insiders discuss former Conservative prime minister Stephen Harper's advice for how Canada should tackle the U.S.

- Most Dealers Not Recouping EV Investments - Waymo Now More Valuable Than Most Automakers - Toyota and Honda Overtake the Detroit 3 in Canada - Denso Cuts Forecast But Still Expects Record Year - Porsche Could Scrap Next-Gen 718 EV Models - Chinese Researchers Develop Breathable Silicon Anode - Jag Skips Skateboard Chassis for Lower Seating Position - Microvision Gets Lidar Tech for Pennies on the Dollar

- Most Dealers Not Recouping EV Investments - Waymo Now More Valuable Than Most Automakers - Toyota and Honda Overtake the Detroit 3 in Canada - Denso Cuts Forecast But Still Expects Record Year - Porsche Could Scrap Next-Gen 718 EV Models - Chinese Researchers Develop Breathable Silicon Anode - Jag Skips Skateboard Chassis for Lower Seating Position - Microvision Gets Lidar Tech for Pennies on the Dollar

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Today on CarEdge Live, Ray and Zach discuss the latest news on Volkswagen and their decisions with Scout Motors that are frustrating and scaring dealers. Tune in to learn more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1255: Waymo gains ground on rideshare rivals as Tesla undercuts them all. A global study shows bad CX drives customers away faster than high prices. And automakers pull back from Super Bowl ads, choosing more flexible, efficient buys.Only two automakers — Toyota and Cadillac — are confirmed for Super Bowl 2026, as most brands step away from the pricey event. Facing budget pressure and chasing efficiency, car companies are shifting spend to longer campaigns across other live events.Brands like Ford, BMW, Kia, Honda, Nissan, and Stellantis are sitting it out, citing affordability and better ROI elsewhere.With a $9 million price tag per 30 seconds plus production, the Super Bowl is losing appeal amid industry cost pressures.Automakers are turning to the Olympics, World Cup, and NBA All-Star Game for more cost-effective, multi-week campaigns.“There's no secret that the premium of being in the Super Bowl certainly would come at the expense of having some additional investment,” said Sean Gilpin, Hyundai CMO.Waymo is becoming a real contender in ride-hailing while Tesla goes for a classic price war play. A new Obi study compares autonomous and traditional services, showing a market reshaping rapidly — especially in San Francisco.Waymo's robotaxi pricing has dropped and is now only 12.7% more than Uber and 27.3% more than Lyft, compared to 30–40% higher in mid-2025.Tesla Robotaxi leads on price at just $8.17 per ride, but lags with 15.32-minute average wait times.Obi CEO Ashwini Anburajan: “They're using the playbook that Uber and Lyft used... and we know that playbook works."Consumers now prioritize customer experience over price with 59% abandoning a brand after one bad experience versus 55% fleeing due to price hikes, according to a global Havas CX study. Consistency and emotional connection are key drivers of loyalty.A global survey of 59,000+ shoppers shows experience matters more than cost — more consumers ditch brands after poor service than high prices.Consistent, seamless experiences across digital and physical channels top what customers value most.Emotional connection and personalization now weigh as heavily as functional efficiency in shaping CX.“Loyalty can only be earned by delivering unwavering consistency, authentic personal connection, and experiences that create lasting emotional memories,” says David Shulman.This episode of the Automotive State of the Union is brought to you by Amazon Autos: MeetJoin 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/

- Trump Opens the Door to Chinese Car Plants in The U.S. - 8,000 Dealers Gone: The Brutal Restructuring of China's Auto Market - Porsche's 1,156-HP Electric Cayenne Aims to Save Its Chinese Business - India Slashes Tariffs on EU Cars To 40%—Is an Export Boom Coming? - No More Discounts? Chinese EVs Pivot to Ultra-Low Interest 7-Year Loans - China Hits 469 Million Vehicles—The Scale of The Global Leader - Why Audi Is Losing Its U.S. Plant Hopes

- Trump Opens the Door to Chinese Car Plants in The U.S. - 8,000 Dealers Gone: The Brutal Restructuring of China's Auto Market - Porsche's 1,156-HP Electric Cayenne Aims to Save Its Chinese Business - India Slashes Tariffs on EU Cars To 40%—Is an Export Boom Coming? - No More Discounts? Chinese EVs Pivot to Ultra-Low Interest 7-Year Loans - China Hits 469 Million Vehicles—The Scale of The Global Leader - Why Audi Is Losing Its U.S. Plant Hopes

Automakers like Rivian are challenging state laws that block them from selling cars directly to buyers, and the legal stakes are bigger than they look. We, joined by our friend Burt Davdison from Diehl Automotive, break down why Ohio is at the center of the fight and what it could mean for the future of car buying.Sources used for this video:https://arstechnica.com/cars/2025/08/rivian-sues-ohio-over-direct-car-sales-ban/https://www.autonews.com/opinion/guest-commentary/an-guest-commentary-don-hall-scout-motors-1223/Support us on Patreon for bonus, exclusive content + live stream access https://www.patreon.com/switchcastFor more information on SwitchCast & to submit vanity plates, check out our website: https://switchcast.live/Please visit our sponsors:https://sheffieldwatches.com/ - mention "SWITCHCAST"https://www.nuts4sticks.com/ - discount code "SWITCHCAST" for 10% discounthttps://switchcars.comhttps://epicvin.com/?a_aid=vvttz3hc9ogvd- the supplemental vehicle history reports you really need. Use our affiliate link!https://solonspine.com/ - Are you crooked? Solon Spine will straighten you out!Follow our socials:https://www.facebook.com/SwitchcarsInchttps://www.tiktok.com/@switchcarsdoughttps://www.instagram.com/switchcars

For a company repeatedly branded a national security threat, TikTok has emerged from its U.S. standoff in remarkably good shape Chinese EV companies are starting their engines to enter the Canadian market.

WWJ auto analyst John McElroy reports Geely wants to build cars in the United States, at Volvo's assembly plant in South Carolina. (Photo by Robertus Pudyanto/Getty Images)

Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—and why this moment could trigger a chain reaction across the U.S., Mexico, and global auto markets.  Canada's decision to allow up to 49,000 Chinese EVs at just 6.1% tariffs isn't about volume—it's about symbolism. Once the door opens, it rarely closes. The hosts explain why this move pressures the U.S. ahead of USMCA renegotiations, accelerates conversations around Chinese manufacturing in Canada, and raises the stakes for GM, Ford, and the German luxury brands already losing ground in China.The episode also breaks down 2025 China auto and NEV sales, showing a maturing but brutally competitive market where growth now comes from stealing share, not market expansion. With BYD, Geely, Chery, Leapmotor, and Huawei-backed brands targeting aggressive 2026 volumes, the pressure on legacy OEMs—especially BMW, Mercedes, Audi, and Porsche—has never been higher.Tu and Lei debate which Chinese OEMs are best positioned for Canada and eventually the U.S., why affordable EVs in the $30–40K range are the real battleground, and how price cuts of 10–25% by German brands reveal structural inefficiencies long masked by premium margins.Strategic, provocative, and deeply grounded in real data, this episode explains why North America just entered a new phase of the China EV story—and why the next 12–18 months may redefine the global auto industry.___

Zucht. De jubelstemming zat er voor het weekend nog zó goed in, maar daar zakt de AEX alweer door de 1000 punten heen, met dank aan de Amerikaanse president. Donald Trump geeft het startschot met nieuwe heffingen op acht Europese lidstaten die troepen naar Groenland stuurden. Europa reageert furieus en wil terugslaan. Wat betekent een nieuwe handelsoorlog voor je favoriete aandelen? Hoe moet Europa terugslaan? Waarom schrijven zoveel mensen dat Europa duizenden miljarden aan Amerikaanse staatsobligaties moet dumpen, alsof dat zo makkelijk gaat? Dat en meer bespreken we met Robbert Manders van het Antaurus Europe Fund. Trump vergat overigens om heffingen af te kondigen voor één land dat troepen stuurde naar Groenland: België. Maar wij laten onze zuiderburen niet in de kou staan. We bespreken de aankomende beursgang van Belron, het kroonjuweel dat de holding D'Ieteren al jaren de lucht in helpt. Dat sterretje in je steeds duurdere autoruit helpt Belron met dochterbedrijven zoals Carglass naar een waardering van 24 miljard euro. Verder bespreken we Chris Hohn, de Britse sterbelegger die de grootste absolute fondswinst in één jaar neer wist te zetten: 19 miljard dollar. En goed, je kan nog zeuren over dollars, je kan zeuren over een 'momentopname', maar dat track record van meer dan 18 procent per jaar na kosten dat alle indexen verpulvert sinds 2003? Dat liegt er niet om. We bespreken zijn geheim. Hint: hij vindt eigenlijk alle businessmodellen op aarde slecht, behalve vliegtuigmotoren, tolwegen, en, vooruit, soms een verdwaald Amerikaans techbedrijf.See omnystudio.com/listener for privacy information.

Donald Trump visited Detroit this week to highlight the auto industry and ended up embroiled in a sideshow when he gave an automaker the finger and told him to F off when he heckled him about Jeffrey Epstein. Here's more on the auto industry, Trump, California's new play to promote EVs, and the new jobs report that will dictate whether people can buy a car at all.

Donald Trump visited Detroit this week to highlight the auto industry and ended up embroiled in a sideshow when he gave an automaker the finger and told him to F off when he heckled him about Jeffrey Epstein. Here's more on the auto industry, Trump, California's new play to promote EVs, and the new jobs report that will dictate whether people can buy a car at all.

Donald Trump visited Detroit this week to highlight the auto industry and ended up embroiled in a sideshow when he gave an automaker the finger and told him to F off when he heckled him about Jeffrey Epstein. Here's more on the auto industry, Trump, California's new play to promote EVs, and the new jobs report that will dictate whether people can buy a car at all.

Donald Trump visited Detroit this week to highlight the auto industry and ended up embroiled in a sideshow when he gave an automaker the finger and told him to F off when he heckled him about Jeffrey Epstein. Here's more on the auto industry, Trump, California's new play to promote EVs, and the new jobs report that will dictate whether people can buy a car at all.

Donald Trump visited Detroit this week to highlight the auto industry and ended up embroiled in a sideshow when he gave an automaker the finger and told him to F off when he heckled him about Jeffrey Epstein. Here's more on the auto industry, Trump, California's new play to promote EVs, and the new jobs report that will dictate whether people can buy a car at all.

Automakers are getting really serious about designing vehicles with fewer parts, and WWJ Auto Analyst John McElroy says it's all about cost-cutting.

- Ford Develops Its Own Compute Platform - Volvo Gets 800-Volt Architecture and Gigacastings - Robotaxis Won't Replace Personal Cars - Chinese Vehicles Boost UK Car Sales - China Could Restrict Rare Earths to Japan - Foreign Automakers Join China's Price War - GM Posts Sales Increase in China - Gigastamping Cheaper Than Gigacasting

- Ford Develops Its Own Compute Platform - Volvo Gets 800-Volt Architecture and Gigacastings - Robotaxis Won't Replace Personal Cars - Chinese Vehicles Boost UK Car Sales - China Could Restrict Rare Earths to Japan - Foreign Automakers Join China's Price War - GM Posts Sales Increase in China - Gigastamping Cheaper Than Gigacasting

Een enorme koersstijging, en daarna pas de reden geven waarom? Verdacht, vindt de Vereniging van Effectenbezitters. Bij pakketkluismaker InPost gebeurt het. Dat heeft een overnamebod in de pakketkluis ontvangen. Maar dat meldt het bedrijf pas nadat beleggers al massaal op het aandeel sprongen. Wie het wil kopen, en voor hoeveel, ook dat vertelt InPost niet. De VEB is niet blij met de gang van zaken en wil opheldering. Wat er aan de hand is, gaan we deze aflevering uitzoeken. Ook hebben we het over hét optreden waar iedereen in Las Vegas op zat te wachten. Daar kreeg Nvidia topman Jensen Huang ruim de tijd om bezoekers en beleggers warm te maken voor wat er in het vat zit. En dat zijn twee verrassingen: de nieuwe generatie chips ligt op dit moment al in de fabriek, en Nvidia zoekt de concurrentie op met Tesla. Je hoort ook of er nog wat te winnen valt voor TomTom. Het afgezakte Nederlandse techbedrijf heeft duidelijk weer wat levenslust teruggevonden. Eerder lieten ze al weten dat ze bezig zijn zich te mengen in de defensie-industrie. En nu staan ze ook trots te zwaaien met een samenwerking met Uber. Te gast: Martine Hafkamp, Fintessa VermogensbeheerSee omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1235: Welcome to the first news show of the new year! CES puts autonomy and AI front and center as EV plans cool. Dealer sentiment improves—but trust gaps threaten CDJR and Nissan valuations. And despite years of doom-and-gloom, physical retail dominates holiday spending, with AI quietly reshaping how consumers shop across every channel.Show Notes with links:https://www.reuters.com/business/autos-transportation/self-driving-tech-ai-take-center-stage-ces-automakers-dial-back-ev-plans-2026-01-05/As EV hype cools down, CES 2026 is turning the spotlight toward AI and autonomy. With EV rollouts slowing due to cost and policy, automakers are looking to autonomous tech as the next frontier.Automakers pull back EV launches amid weaker policy support.AI and autonomous systems dominate CES 2026 exhibits.Tesla and Waymo's recent moves have reignited AV momentum.Rivian teases “eyes-off” driving for city streets.“That connectivity on autonomous, I do think will be front and center,” said C.J. Finn of PwC.https://www.autonews.com/retail/an-kerrigan-dealership-2026-trust-valuation-0104/The latest Kerrigan Advisors survey shows dealer optimism growing—but not for every brand. CDJR, Nissan, and Infiniti topped the least-trusted list, with many dealers expecting declining valuations for these franchises in 2026.64% of dealers have no trust in CDJR and Nissan; 61% distrust Infiniti.Dealers anticipate Toyota, Lexus, and Kia stores will gain the most value.Chevrolet sees a reputation bump, with higher dealer trust and value outlook.CDJR showed the biggest improvement in valuation sentiment year-over-year.“Dealers that trust the franchise are going to invest in the franchise,” said Erin Kerrigan.https://retailwire.com/discussion/lessons-physical-retail-holiday-season/Despite endless headlines forecasting its decline, physical retail flexed its muscles this holiday season—capturing 73% of spend, according to Visa's latest data. But the real story may be the rise of AI and its impact on how we shop.Total holiday spend rose 4.2% YoY; real growth closer to 2.2% after inflation.Physical stores dominated spend, though e-commerce grew 7.8%.Consumer electronics and fashion led category growth.AI drove smarter shopping—price comparisons, discovery, and decision-making.“This led to a more informed, more intentional consumer,” said Visa's Wayne Best.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 #1231: We close the year with the smartest auto industry analyst in the game. Paul and Kyle bring on Steve Greenfield to make sense of a fast-moving 2025 and what dealers should really prepare for in 2026. From tariffs to AI-driven efficiency, this is a clear-eyed look at what's coming and what's controllable.Greenfield says the biggest unresolved story from 2025 is tariffs. Automakers absorbed the pain last year, but that likely changes in 2026 with pressure flowing to MSRPs or dealer margins.Despite political, economic, and affordability headwinds, the auto industry proved once again how resilient it is. Consumers kept buying, and dealers kept selling.Front-end grosses are already back to pre-COVID realities for many brands, making F&I performance, cost discipline, and fixed ops efficiency more critical than ever.AI isn't about buzzwords—it's about efficiency. Dealers should start with the metrics they want to move, then choose technology that directly supports those goals.For dealers and vendors alike, having a clear, practical AI strategy is no longer optional. Investors, partners, and customers all expect it.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/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 #1226: We're talking rising auto prices and longer-term debt in the U.S., Kazakhstan's record-setting manufacturing momentum, and Simon Sinek's take on why Gen Z might be the most rational workforce yet.As new car prices have climbed 33% since 2020, affordability is slipping out of reach for many. Buyers are stretching loan terms to eight, nine, even ten years—trading short-term relief for long-term debt.Average new vehicle price broke $50K this fall, up from under $38K in early 2020.Monthly payments now average $760; rising prices and high interest rates are fueling defaults.One-third of buyers now take loans of at least 72 months; some exceed 100 months, especially on pickups.Automakers are lowering prices and leaning into base trims—Ford's Maverick jumped 76% in November sales.Kazakhstan's automotive sector is on a record-breaking run. Through the first 11 months of 2025, vehicle production has already topped the full-year total from 2024, signaling both rising demand and growing sophistication in local manufacturing. With nearly $4 billion in output, the industry is becoming a major economic engine.From January to November, Kazakhstan built 146,163 vehicles valued at $3.9B—a 15.7% jump from 2024.November alone set a monthly record with 22,580 units produced worth $601M, up 25.5% year-over-year.Auto manufacturing now makes up 41.7% of the country's entire machine-building sector, up from 2024.Growth was led by Allur (79K+ units) in Kostanay and Hyundai plants in Almaty and Shymkent (up 26.7%), including those operated by our friends at Astana MotorsSimon Sinek and Garry Ridge are taking aim at the "lazy Gen Z" stereotype. In a recent podcast conversation, the leadership thinkers argue that Gen Z's workplace demands are less about entitlement—and more about a rational response to broken corporate trust.On A Bit of Optimism, Sinek says Gen Z's need for upfront value stems from growing up in a world with "no loyalty from the company."Ridge, former WD-40 CEO, agrees: leaders must build trust and ditch outdated performance models.Both advocate for regular coaching check-ins over once-a-year reviews.Gen Z doesn't want delayed recognition—they want feedback, growth, and transparency now.“I don't want to wait 364 days for you to tell me what I should've done better,” said RidgeThank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/0:00 Intro with Paul J Daly and Kyle Mountsier4:21 Average Monthly Payments arJoin 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/

Tony: -Carbonation Station: Zoa+ Pineapple Passion Fruit -iRobot files for Chap 11 bankruptcy: https://www.engadget.com/home/irobot-has-filed-for-bankruptcy-and-may-be-taken-over-by-its-primary-supplier-091602257.html -2 for 2 on Amazon getting caught: https://www.engadget.com/entertainment/streaming/amazon-pulls-its-bad-ai-video-recaps-after-fallout-fallout-220358758.html -Voyager Probe is waaaaaay out there, man: https://www.cnn.com/2025/12/09/science/voyager-1-light-day-earth -New Telescope! https://arstechnica.com/space/2025/12/the-4-3-billion-space-telescope-trump-tried-to-cancel-is-now-complete/?utm_source=bsky&utm_medium=social Jarron:  -Lightning only strikes once: https://hardware.slashdot.org/story/25/12/15/2127228/ford-ends-f-150-lightning-production-starts-battery-storage-business?utm_source=rss0.9mainlinkanon&utm_medium=feed -The CIA lost a nuclear device: https://news.slashdot.org/story/25/12/15/1541213/how-did-the-cia-lose-a-nuclear-device?utm_source=rss0.9mainlinkanon&utm_medium=feed -Automakers are afraid of China: https://tech.slashdot.org/story/25/12/12/141238/major-automakers-say-china-poses-clear-and-present-threat-to-us-auto-industry?utm_source=rss0.9mainlinkanon&utm_medium=feed -Apple loses again to Epic: https://www.theverge.com/news/842991/apple-epic-appeal-loses-contempt Owen: -Capitalism gonna capitalize. How about VaaS (Violence-as-a-Service) https://yro.slashdot.org/story/25/12/08/2359222/193-cybercrims-arrested-accused-of-plotting-violence-as-a-service -Apocalypse opening moves… https://www.tomshardware.com/tech-industry/artificial-intelligence/dual-pcb-linux-computer-with-843-components-designed-by-ai-boots-on-first-attempt-project-speedrun-was-made-in-just-one-week-and-required-less-than-40-hours-of-human-work Lando: -Micro RGB TVs at CES https://www.engadget.com/home/home-theater/lg-will-debut-its-first-micro-rgb-television-at-ces-010037923.html?guccounter=1 -Parisidic plants are a thing! https://scitechdaily.com/this-mushroom-isnt-a-fungus-at-all-its-one-of-the-strangest-plants-on-earth/

Today on CarEdge Live, Ray and Zach discuss the latest new car market inventory data. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

Today on CarEdge Live, Ray and Zach discuss the latest info on fleet sales. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.