Podcasts about Carvana

- Oil Prices Ease Despite Widening Iran War - Aluminum Prices Up Sharply Due to Iran War - Chinese Car Exports Disrupted by Iran War - February U.S. New Car Sales Mixed - Honda To Ramp Up Fleet Sales - Tesla and IG Metall Headed for A Showdown - Tesla Losing Billions of EV Credits - Stellantis Launches 0% Financing Sales Blitz - GM's CarBravo Battles Carvana For Used Sales

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

I denne uges Aktieuniverset har vi besøg af Kunal Singla, Indien ekspert og founder af COBO Consult, til en spændende snak om Indien, landets økonomiske udvikling og de muligheder, der tegner sig frem. Vi vender også AI Summit og de seneste handelsaftaler. Derudover ser vi nærmere på en række spændende regnskaber, mens Carvana tager et markant maveplasker på markedet. Vi diskuterer også, hvordan Anthropics nyeste udmeldinger potentielt kan presse cybersecurity-industrien. Alt dette og meget mere!   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af investeringsfonden NewDeal Invest. Du kan finde fonden på din danske handelsplatform under PMINDI eller NewDeal Invest. På eToro findes porteføljen NDI-FutureTech. På Fundmarket kan du finde Alpha Tech. Er du virksomhed, kan du investere i hovedfonden via Virksomhedsskatteordningen (VSO). Læs mere på newdealinvest.dk.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠     DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (https://www.nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (https://www.saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: https://newdealinvest.dk/risici/ og generelt om investeringsforeningen på www.newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her:https://newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1274: Today we unpack Carvana's push toward 3 million annual sales and what ADESA means for scale, a new study showing used EVs winning on long-term ownership math in a firm wholesale market, and Google's Gemini 3.1 Pro raising the stakes in the accelerating AI arms race.Carvana is doubling down on its bold goal of selling 3 million retail units annually by 2030–2035 — and ADESA is the engine under the hood. After a record 2025, the company says the runway is real.Carvana sold 596,641 vehicles in 2025, up 43%, with revenue jumping 49% to $20.3B. Net income hit a record $1.9B, and Q4 adjusted EBITDA reached $511M.CEO Ernie Garcia outlined a four-part plan: increase staffing, integrate retail production lines into more ADESA sites, build new lines, and eventually develop greenfield inspection centers.The company plans six to eight new ADESA integrations in 2026, with full buildouts costing $30–35M per site and adding 40,000 units of annual capacity each.We've got something a little tactical from this morning's Automotive State of the Union email: A new University of Michigan study says three-year-old EVs now deliver the lowest seven-year total cost of ownership in the U.S. And in today's firm Q1 wholesale market, that early depreciation story matters even more.Researchers reviewed 260,000 used listings across 17 cities, modeling price, depreciation, financing, insurance, maintenance, energy, and resale. In most cases, used BEVs came out cheapest to own.The key? Front-loaded depreciation. EVs drop harder in years one through three, lowering second-owner acquisition cost. After that, curves normalize — with battery warranty remaining as a major variable.With more off-lease EV volume coming, the opportunity is simple: buy where depreciation already did the heavy lifting and let the second buyer win on the math.Google just dropped Gemini 3.1 Pro, and early benchmarks suggest it may be one of the most powerful large language models yet. As the AI arms race heats up, the leap in “agentic” performance is turning heads across tech.Gemini 3.1 Pro is currently in preview, with general release coming soon. Observers say it's a significant jump from Gemini 3, which was already considered highly capable last November.On independent benchmarks — including Humanity's Last Exam — Google says the new model significantly outperformed its predecessor.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turJoin 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/

- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV

- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV

Goldman's Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he's standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that's impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company's financials. Why he says they have no merit.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen möglichen Machtwechsel bei der EZB, starke Zahlen eines britischen Rüstungsriesen und ein letztes Ausrufezeichen von Warren Buffett. Außerdem geht es um Rheinmetall, Renk, Hensoldt, BAE Systems, Infineon, Analog Devices, Bayer, Berkshire Hathaway, New York Times, Carvana, Doordash, Ebay, Garmin, RTL Group, Evonik, Volkswagen, Porsche, Vonovia, BMW, Mercedes, Allianz, Deutsche Telekom, Siemens und Tesla. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Los futuros de los índices de Bolsa estadounidenses caen el jueves. Van tres días de ganancias para el S&P 500. Hoy los valores tecnológicos de peso ceden y las perspectivas conservadoras de Walmart empañan el sentimiento. El gigante de la distribución pronostica ventas y beneficios anuales por debajo de las expectativas de Wall Street. Las cuentas corporativas mueven también a DoorDash, Ebay y Carvana. Petroleras siguen al alza. Las actas de la última reunión de política monetaria de la Reserva Federal mostraron ayer un acuerdo casi unánime para mantener estables los tipos de interés. Hoy se cotizan solicitudes semanales de subsidio de desempleo. Nos analiza el mercado Ricardo Tomás, asesor del Multigestión Basalto USA. Hablamos de IA con Santiago Noziglia, CEO del Retail, CPG & Automotive AI Studio en Globant.

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Likefolio's Landon Swan notes Carvana's (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is handily beating rival CarMax (KMX) in web visits and notes that it has figured out how to “double the margins” per vehicle compared to other auto retailers. “They focused on getting it right on a per-unit basis and then scaling from there.” However, he notes that some analysts are raising red flags about their finances.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded higher in continued thin conditions as many regional bourses remained closed for holidays.RBNZ kept the OCR at 2.25%, as expected, and the central bank refrained from any hawkish surprises; NZD heavily underperforms.US VP Vance said in some ways Iran talks went well, while he added that Iranians are not yet willing to acknowledge some of President Trump's red lines.US Special Envoy Witkoff said the US facilitated the trilateral meeting between Ukraine and Russia, while he added that Ukraine and Russia agreed to update leaders and pursue an agreement.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.7% on Tuesday.Looking ahead, highlights include UK CPI (Jan), US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan), US-Ukraine-Russia talks to take place (17-18 Feb). Speakers include ECB's Cipollone, Schnabel & Fed's Bowman. Supply from Germany & US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin, Glencore & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark  Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsori...

Academia Inversiones y Trading en VivoRBNZ bajo la lupa: ¿Se avecina un giro en el tono?El PCE entra en escena: ¿acompaña la inflación al plan de la Fed?Resultados clave: ¿cómo se comporta el consumidor y la inversión productiva? Walmart, Carvana, John Deere.Revisa en detalle el Panorama Semanal aquí

Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”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/

Teacher is gifted a car from Carvana, plus Blake Shelton calls out Luke Bryan. Are you okay with this? See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1265: Today we cover Carvana doubling down on franchised dealerships, the solid-state battery arms race heating up as automakers target 2027 launches, and how 7-Eleven is using AI to cut frontline hiring from weeks to days—saving millions of hours while keeping humans in the loop.Carvana is leaning harder into the franchise world. The online used-car giant has acquired its fifth franchised dealership, adding a Stellantis store in Sacramento as it continues blending digital retail scale with traditional brick-and-mortar rooftops.Carvana purchased Sacramento Chrysler-Dodge-Jeep-Ram from Nouri/Shaver Automotive Group, with the deal closing Dec. 11.This is Carvana's fifth Stellantis dealership since they first acquired a store in February 2025, with locations in Arizona, Texas, Georgia, and a second California store.The move comes as Carvana reports strong momentum: used-vehicle sales jumped 44% year-over-year and Q3 net income hit $263 million.A Carvana spokesperson said, “We are proud to bring the Carvana experience to Chrysler, Dodge, Jeep and Ram customers in the Sacramento area.”Last week brought major milestones in the race to develop solid state batteries, signaling that commercial EV launches powered by solid-state tech are finally moving from promise to pilot.Volkswagen-backed QuantumScape opened its highly automated Eagle Line pilot facility in San Jose, advancing U.S.-based solid-state production.Karma Automotive and Factorial Energy announced the first U.S. solid-state battery production program for passenger vehicles, debuting in the electric Karma Kaveya in 2027.Factorial's momentum is global, with partners including Mercedes-Benz, Stellantis, and Hyundai/Kia, and mass production targeted for 2029.Gartner's Pedro Pacheco: “This means there is now an ‘arms race' to see who gets SSBs to market the fastest and most successfully.”7-Eleven is quietly building a playbook for the future of frontline hiring. By combining recruiters, automation, and conversational AI, the convenience-store giant has dramatically cut hiring time, reduced ghosting, and freed up store managers to focus on running the business.Applicants start the process via QR codes that connect them to an AI text assistant named RITA, which gathers info and schedules store-level interviews automatically.After acquiring Speedway in 2021, 7-Eleven shifted from store-only hiring to a recruiter-supported, centralized model that drives better applicant flow.Automated hiring slashed time-to-hire from nearly two weeks to just three days, while improving retention and candidate quality.Automation has saved store leaders over 2 million hours per year, handling about 95% of the hiring process and enabling smarter, store-level recruiting spend.Rachel Allen emphasized the human-fJoin 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's show features: - Matt Bowers, Owner of Matt Bowers Automotive Group - Miguel Yelos San Martin, Principal of YSM Design, P.C. - Shane Wood, General Manager of Bruce Titus Automotive Group This episode is brought to you by: Foureyes – Foureyes helps dealers turn data into action. Starting with a clean, connected data foundation across dealership systems, Foureyes empowers dealerships to use that data to drive consistent execution throughout their business. The data stays dealer-owned, vendor-neutral, and works with any tools or partners. More than a CDP, Foureyes is a reset for how dealer data gets put to work. Headquartered in Oregon, Foureyes employees live in 20+ states to be closer to the communities where dealers are. Visit ⁠https://www.foureyes.io/⁠ to learn more YSM Designs – brings decades of experience helping dealers create facilities that are both brand-compliant and operationally efficient. Every design is tailored to the unique needs of the dealership, balancing OEM standards with real-world functionality. With over 30 years designing automotive facilities, YSM knows what works. Learn more at ⁠www.ysmdesign.com⁠ Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ CDG News ➤ ⁠https://news.dealershipguy.com/⁠ CDG Jobs ➤ ⁠https://jobs.dealershipguy.com/⁠ CDG Recruiting ➤ ⁠https://www.cdgrecruiting.com/⁠ My Socials: X ➤ ⁠https://www.twitter.com/GuyDealership⁠ Instagram ➤ ⁠https://www.instagram.com/cardealershipguy/⁠ TikTok ➤ ⁠https://www.tiktok.com/@guydealership⁠ LinkedIn ➤⁠ https://www.linkedin.com/company/cardealershipguy/⁠ Threads ➤ ⁠https://www.threads.net/@cardealershipguy⁠ Facebook ➤⁠ https://www.facebook.com/profile.php?id=100077402857683⁠ Everything else ➤ ⁠dealershipguy.com

Hard Parking with Jhae Pfenning – Episode 312Drew Bunkley is back in the studio! After leaving Carvana, Drew dives into his exciting pivot to AI and app development under his new brand Trenton Talk. We talk:How he's using AI (Gemini Pro, Nano Banana Pro & more) to go from zero coding experience to building & testing full apps in monthsThe vehicle wrap visualizer app – upload your car photo, apply custom colors/logos, get realistic previews (game-changer for wrap shops & clients – far beyond Tire Rack visuals)Couch Play Pro – the couples app designed to fight "couch disconnect" with interactive games, trivia, TikTok challenges, date-night planners, dream trip builders & AI-generated itinerariesHis hilarious AI character Lil Z – a sassy mini Corvette ZR1 doll that comes alive, trash-talks at car shows & stars in short videos (check the intro clip!)Jhae celebrates turning 50 with an epic birthday weekend recap – huge thanks to Wes Tankersley, the One Drink Wednesday crew, friends from near & far, family, and everyone who made it special.Also in this episode:The real challenges of being NSX Club president & pushing sustainable changeOneLess charity car show & food drive for United Food Bank – Feb 21, Mesa, AZ (register & donate!)Super Bowl thoughts, Drew's new fantasy plays draft app, and a rant on the flag-football Pro BowlTimestamps / Chapters00:00 – Intro & weekend vibes02:24 – Drew's career shift from Carvana to AI & apps05:55 – Adult learning in AI – from prompts to full app creation08:56 – Vehicle wrap visualizer deep dive11:37 – Couch Play Pro: reconnecting couples through tech15:47 – Fear of change & betting on yourself19:48 – Little Z character & AI video content21:27 – NSX Club presidency, changes & challenges29:04 – One Last Thing United Food Bank car show (Feb 21)35:19 – Jhae turns 50 – epic birthday recap40:05 – Super Bowl app, predictions & wrap-upMain Show SponsorsRight Honda: https://righthonda.com/Right Toyota: https://www.righttoyota.com/Arcus Foundry: https://arcusfoundry.comAutocannon Official Gear: https://shop.autocannon.com/Contact Hard Parking with Jhae PfenningEmail: Info@HardParking.comWebsite: www.Hardparking.comPatreon: www.patreon.com/hardparkingpodcast/Instagram: instagram.com/hardparkingpod/YouTube: youtube.com/@HardParkingHard Parking – cars, culture, real talk. New episodes weekly. Subscribe, like, and share to help grow the show. Let's keep the parking lot full!

Remember the viral story of the poor woman parked next to a water main break, and found her car frozen in a block of ice? Thanks to the viral attention, Carvana gifted her a new ride! STORY: https://www.wdjx.com/teacher-whose-car-was-frozen-solid-gets-free-car-from-carvana/

Joey has finally booked a spring break trip, and it is not to London. They are going to go to San Diego, Disneyland, and go fishing in the bay. The Super Bowl was last night and none of us made it through the end. We all googled the results this morning. Joey had to set up an antenna on his tv to be able to watch. Joey and Nancy debriefed some of the commercials. Monday Morning Wake Up Call A witch on Etsy will craft a love spell for you for Valentine’s Day. She only works with white magic, not black magic. She said that to be careful because the spell can go from love to stalking very quickly. Joey asked Karly if she would try it and then it got really awkward. Hot Tea: A couple got married during Bad Bunny’s Super Bowl halftime show. The couple had invited him to their wedding and he couldn’t attend, so he invited them to get married at the Super Bowl instead. Lindsey Vonn crashed during her comeback ski run at the Olympics. She had to be airlifted out and taken to surgery. Kelsea Ballerini and Chase Stokes have reportedly broken up again, Karly gave an update on her experience on the dating app Hinge. She described her profile, some of the more ridiculous profiles of guys she has seen, and revealed if she has gotten any matches. Joey officially met the guy from church that fat shamed him a few months back. They got to talking, and the guy claimed that when he met Nancy, she said that Joey did need to lose weight. Nancy claims she did NOT say that. Lucky 7 for tickets to Dollywood We gave the latest update on the case of Savannah Guthrie’s mom. Savannah posted another video on Friday where she told the kidnappers that she would pay the ransom. A lot of people think that the family may know that their mom is not alive based on the wording of video. A girl’s car got encased in inches of ice after a water main broke right next to it and froze. Her videos went viral on TikTok. The car was considered totaled, and Carvana gave her a new car! A guy made over $4 million on his Super Bowl bets. Breezy Johnson’s Olympic gold medal broke within 15 minutes of receiving it. She was jumping up and down while wearing it, and the ribbon broke off the medal. See omnystudio.com/listener for privacy information.

Well, it wasn't the outcome I was hoping for, but I did spend a full day with my wife & pets yesterday…enjoying lots of snacks, drinking a few beers, and yelling at the TV. Super Bowl 60 is in the books and congrats to the Seahawks on the victory. We recapped the game, the commercials, the musical performances, along with a bunch of other interesting stats and info. I actually took notes during the game to remind myself of the things I wanted to mention this morning. We let you know what's on TV today/tonight, and in the news…the latest on the disappearance of Savannah Guthrie's mother, the tragic deaths of Brad Arnold from "3 Doors Down" and Greg Brown of "CAKE". Elsewhere in sports, the Bucks have now won three in a row after beating Indiana on Friday, the Badgers lost to the Hoosiers on Saturday in overtime, an update on the US medal count at the Winter Olympics, and the terrible crash for Lindsey Vonn. Nikola Jokic is climbing the ranks of the NBA's greatest with another triple-double, a linebacker for the Falcons gets arrested for domestic abuse, the "hot mic" at the Olympics, and the Duke vs. UNC game. Remember the woman in Philly who had her car encased in ice after a water pipe burst? Well, she just got a new car thanks to Carvana. And check out this firefighter who rescued a bunch of puppies not too long ago and has now rescued two of them! With everything costing so much and all the holiday bills starting to roll in as we wait for our tax returns, it's a good opportunity for us to look at some ways to save money. And in today's edition of "Bad News with Happy Music", we had stories about Angry Orchard looking to trade some cider for your ex's belongings, some "lawn-gerie" from Natty Light just in time for V-Day, a truck that was doing donuts on a frozen lake falls through the ice, a woman who threw lasagna in her husband's face because he was being a "bunghole", a man who murdered his ex and then broke down at the police station after he realized he wouldn't be able to play GTA 6 if he ends up in jail, and a crazy video of someone getting a back tattoo inside a Wendy's restaurant.See omnystudio.com/listener for privacy information.

Joey has finally booked a spring break trip, and it is not to London. They are going to go to San Diego, Disneyland, and go fishing in the bay. The Super Bowl was last night and none of us made it through the end. We all googled the results this morning. Joey had to set up an antenna on his tv to be able to watch. Joey and Nancy debriefed some of the commercials. Monday Morning Wake Up Call A witch on Etsy will craft a love spell for you for Valentine’s Day. She only works with white magic, not black magic. She said that to be careful because the spell can go from love to stalking very quickly. Joey asked Karly if she would try it and then it got really awkward. Hot Tea: A couple got married during Bad Bunny’s Super Bowl halftime show. The couple had invited him to their wedding and he couldn’t attend, so he invited them to get married at the Super Bowl instead. Lindsey Vonn crashed during her comeback ski run at the Olympics. She had to be airlifted out and taken to surgery. Kelsea Ballerini and Chase Stokes have reportedly broken up again, Karly gave an update on her experience on the dating app Hinge. She described her profile, some of the more ridiculous profiles of guys she has seen, and revealed if she has gotten any matches. Joey officially met the guy from church that fat shamed him a few months back. They got to talking, and the guy claimed that when he met Nancy, she said that Joey did need to lose weight. Nancy claims she did NOT say that. Lucky 7 for tickets to Dollywood We gave the latest update on the case of Savannah Guthrie’s mom. Savannah posted another video on Friday where she told the kidnappers that she would pay the ransom. A lot of people think that the family may know that their mom is not alive based on the wording of video. A girl’s car got encased in inches of ice after a water main broke right next to it and froze. Her videos went viral on TikTok. The car was considered totaled, and Carvana gave her a new car! A guy made over $4 million on his Super Bowl bets. Breezy Johnson’s Olympic gold medal broke within 15 minutes of receiving it. She was jumping up and down while wearing it, and the ribbon broke off the medal. See omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market's Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

What if the real driver of digital disruption isn't technology, but unit economics? In this episode of Technovation, Peter High speaks with Dan Gill, Chief Product Officer of Carvana, about how disciplined unit economics power one of the most ambitious e-commerce models in retail. Rather than leading with engineering for its own sake, Carvana focuses relentlessly on eliminating friction, capturing profit pools, and reinvesting those economics back into customer value. Key highlights from the episode: Vertical integration and competitive advantage Deterministic, self-service digital experiences Proprietary platforms vs. off-the-shelf tools AI-human collaboration at scale

Werbung | 52 Wochen Handelsblatt mit 40 % Rabatt: Gedruckt oder digital - jetzt sichern unter www.handelsblatt.com/wissen2026 Die S&P-500-Futures steigen leicht, nachdem Meta nach starken Zahlen und einem überzeugenden Umsatz-Ausblick im vorbörslichen Handel kräftig zulegt. Gleichzeitig bremst Microsoft den Gesamtmarkt, weil das Cloud-Wachstum nachließ und der Margen-Ausblick für das nächste Quartal enttäuschte. Tesla zeigt sich nach einem Ergebnis-Beat ebenfalls fester, während Caterpillar nach einem deutlichen Zahlen-Übertreffen zulegt. Die Fed hat die Zinsen unverändert gelassen und betont eine solide Konjunktur sowie eine stabilisierende Arbeitslosenquote, dennoch bleiben Zinssenkungserwartungen im Markt. Im Fokus steht heute Abend Apple mit seinen Quartalszahlen, während Gold und Silber auf neue Hochs springen. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Today on CarEdge Live, Ray and Zach discuss the latest news on Carvana. 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.

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Starbucks-Turnaround geht voran. ASML-Boom auch. Jakarta hat Probleme mit MSCI. Carvana hat Probleme mit Shortseller. Amphenol hat Probleme mit hohen Erwartungen. Außerdem geht's um Gold, Leitzins & S&P 500 über 7.000. Microsoft, Meta, Tesla - alle hatten Zahlen. Selbst die Kryptowelt setzt mittlerweile auf Gold. Zumindest Tether. Außerdem hat FIFA Krypto-Probleme und Ledger will an die Börse. Diesen Podcast vom 29.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of Corporate Finance Explained on FinPod, we break down cash flow forecasting, why profitable companies still fail, and how liquidity, not earnings, determines whether a business survives. This episode explains how companies can look strong on the income statement while quietly heading toward a cash crisis.Many businesses don't collapse because they're unprofitable. They fail because they run out of cash. Understanding the differences between profit, EBITDA, and cash available is one of the most critical skills in corporate finance. This episode shows how cash flow forecasting reveals timing risk, funding gaps, and liquidity shortfalls long before they appear in reported earnings.In this episode, we cover:– Why profitability and EBITDA can hide serious liquidity risk– How timing differences between revenue, expenses, and cash create dangerous gaps– The impact of accounts receivable, inventory, capex, and debt repayments on cash flow– How operating, investing, and financing cash flows work together– Why companies like Apple and Walmart manage liquidity so effectively– What went wrong at companies like WeWork, Carvana, and Boeing from a cash flow perspective– How short-term, 13-week, and long-term cash flow forecasts prevent financial surprisesWe explain why cash flow forecasting is not just a treasury function, but a core finance responsibility. By mapping cash inflows and outflows over time, finance teams can anticipate liquidity troughs, plan funding needs, and make informed decisions before cash constraints become emergencies.This episode is designed for:– Corporate finance professionals– FP&A analysts and managers– Investment banking and valuation professionals– Finance leaders responsible for liquidity, forecasting, and capital planningCorporate Finance Explained is a FinPod series from Corporate Finance Institute (CFI), created to make complex finance topics clearer, more practical, and easier to apply in real-world decision-making.Subscribe to FinPod for more corporate finance explainers, real-world examples, and practical finance insights.

Lenny's Podcast: Product | Growth | Career ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Lenny's Podcast: Product | Growth | Career ✓ Claim Key Takeaways Deliberately understaff projects: Constraints force creativity and prevent bloat from politics and bureaucracyYou've gone too far when teams can't ship basic functionalityThe sweet spot is uncomfortable but productive tensionGood teams get tired; great teams run in the red constantly and destroy good teams in that momentHigh alpha, low beta framework: Evaluate people and processes on upside potential (alpha) versus volatility (beta)Prioritize high alpha opportunities even with higher betaProcesses exist solely to lower beta but suppress alpha as a trade-offThe nuanced dance is decreasing volatility where needed (like payroll) without killing upside in innovation areasKnow when to quit your startup: If you're not certain you have product-market fit, you don't have itCompanies that hit big do so quickly; the “never quit” mentality is VC propaganda designed to extract value from founders, not protect themPivot twice or three times maximum, typically by year fourYou're running an experiment to see if the universe has binding receptors for your product. If not, move on… Leadership means fighting entropy relentlesslyTeams naturally optimize for local comfort and disorderExecutives must demand 99% energy levels daily, or the system decaysTop performers don't get 10% more rewards; they get 10-100xBeing “chill” accomplishes nothingWithholding negative feedback is selfish because you prioritize your comfort over making teammates and the company better Read the full notes @ podcastnotes.orgMatt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Today on CarEdge Live, Ray and Zach discuss the latest used car market 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.

Likefolio's Megan Brantley covers their latest sentiment data on CarMax (KMX), saying it is “bleeding market share” to Carvana (CVNA). She compares change in visits, a measure of forward demand, noting CarMax is trending negative year-over-year. She also notes uncertainty around leadership changes, lawsuits, and more. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Grinch is now the top-selling IP of the holidays… Because consumers prefer the anti-hero.Zegna's $1,100 sneaker makes $160M/year… because the ultimate luxury is slooooooow.Carvana is officially the craziest stock of the last 3 years… because of 43,000 problems.Forget the Santa Rally, how about the “Dreidel Rally?”... Stocks pop for Hanukkah.$ZGN $CVNA $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shoot us a Text.Episode #1219: Carvana adds another CDJR store as its retail expansion heats up. Mexico hits Chinese auto imports with a crushing 50% tariff. And Tesla tests its first fully driverless vehicle on the streets of Austin — no humans required.Carvana's push into franchised retail continues as it acquires South Atlanta CDJR‑Fiat, marking its fourth traditional dealership buy of 2025. Once known for vending machines and used cars, Carvana is rapidly becoming a notable player in new‑car retail.The store, now Carvana CDJR of South Atlanta, sits in Union City, GA, just outside Atlanta.It was acquired from Houston‑based ZT Corporate, a group ranked 132nd among U.S. dealership organizations.The aggressive expansion comes on the heels of a Q3 record: $5.6B in revenue, up 55%, and 155,941 used units sold—a 44% increase YoY.Carvana has said it's “always experimenting” and views select dealership acquisitions as tests to learn how to “provide great customer experiences” in a franchise setting.Mexico is drawing a bold line in the sand, approving sweeping new tariffs with some aimed squarely at imported Chinese cars.Chinese vehicles will now face a 50% import tariff, the highest among 1,400 affected products.The policy is seen as a direct defense against a surge of low-cost Chinese EVs and ICE vehicles entering Latin America.Mexico's auto industry has voiced support, fearing China's growing presence could erode market share and local jobs.Beijing slammed the move as “protectionist” and warned of possible retaliation.The future Elon Musk promised is officially rolling through Austin — driverless, empty, and already controversial. Tesla has begun testing its Robotaxi platform without a human behind the wheel or even a safety monitor in the car, marking its most aggressive autonomy move yet.The sighting appears to involve a Model Y testbed rigged for Tesla's upcoming Robotaxi platform.Elon Musk confirmed: “Testing is underway with no occupant in the car.”This marks the first known on-road test without a safety driver or passenger.According to NHTSA filings, Tesla's Robotaxi tests in Austin have already logged a crash every ~62,000 miles — with safety monitors still inside.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/

Carvana came to the used car market with big promises and a unique buying experience, but loose spending habits took them to the brink of bankruptcy. Now seemingly out of nowhere Carvana is back and has a market value exceeding Ford and even GM! Will this change the way dealers sell used cars so they can compete? Have you bought or sold a car from Carvana? Let us know!  The Avants Podcast is brought to you by our friends at STEK USA and Carter Seattle! Not an Avants member? https://www.avants.com/member-plans Leave us a review on Apple Podcasts!  Leave us a voicemail or send us a text any time at 425-298-7873! We're doing give aways! Leave us a review on Apple Podcasts and we'll pick a random name every 25th review!  

In this episode, Scott Becker explores Carvana's rapid rebound from its near bankruptcy in 2022.

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Today, a look at the S&P 500 attempting a new all-time high and the broader market bulling up strongly on the nominally dovish FOMC meeting, only to be spoiled by the Oracle earnings after the close as investors worry about the company's rate of spending and cloud revenue miss. Can Broadcom earnings today save the day? Also, Carvana is about to be added to the S&P 500, but is it an out-and-out fraud and an eventual zero as many short sellers would maintain? This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Carvana's (CVNA) breakout through $400 is something that Charles Schwab's Kevin Horner considers stunning. That said, he urges investors and traders alike to watch for a recent gap that formed in the chart. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it's a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion.We compare Paramount's heavy debt load to Netflix's growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM's $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday's Fed decision could mean for markets heading into 2026.To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin's next move toward $65K or $70K, Apple's potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Carvana in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest Airlines, the Trump administration will unveil its aid package for farmers, and “Five Nights at Freddy's 2” won the box office this weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 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 #1213: Today we're talking Scout's aggressive service-first launch strategy, Carvana's stunning rise past Detroit's giants as it joins the S&P 500, and Waymo's shift from polite AV to confidently assertive city driver.Show Notes with links:Scout Motors is doubling down on a factory-run service network as it preps for a 2027 U.S. launch, betting that premium, reliable service will become a differentiator in the direct-to-consumer EV space.Scout will open 25 brand-owned rooftops at launch, both “Studios,” where customers shop and interact with a sales adviser, and “Workshops,” where service is performed. 57 rooftops are planned in Year 2.The brand plans 15% more annual service labor capacity than projected need to stay ahead of demand and reduce wait times.Scout aims to staff 1,400 service bays with roughly 900 technicians within five years, backed by VW Group resources but operating independently.“The way we describe our retail operations is a digital-first experience built on a service-first infrastructure.” — Cody Thacker, VP Commercial Operations, ScoutCarvana's comeback is officially Wall Street-certified as the online used-car disruptor joins the S&P 500, marking a stunning rebound from near-bankruptcy to an $87B valuation that now eclipses Ford and GM.Shares have surged more than 8,000% since 2022 and nearly doubled in 2025 as demand rebounded and cost discipline kicked in.Carvana now trades at 57× forward earnings, massively outpacing Detroit's single-digit multiples.The company sold a record 155,941 units in Q3, driving 55% revenue growth and fueling analyst confidence in potential volume leadership over CarMax by 2026.Index inclusion on Dec. 22 is expected to trigger significant buying from funds tracking the S&P.Waymo's once overly-courteous robotaxis are getting a software personality shift in San Francisco—assertive, human-like driving that's raising eyebrows, improving flow, and occasionally bending rules.Riders report more aggressive lane changes, quicker merges, and tighter gaps—closer to how real-world urban drivers operate.The shift follows complaints that overly passive AVs caused congestion, got stuck behind obstacles, and struggled downtown.Recent incidents include an illegal U-turn, a lane-change with no signal, and even a tragic neighborhood cat strike—fueling debate over “too human” behavior.Waymo says more assertiveness is required to scale in busy cities, with updates teaching AVs to make “common-sense decisions” when laws conflict.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/

In this episode, Scott Becker discusses how NVIDIA & Carvana are raising concerns over customer financing practices and whether their growth is truly sustainable.

Today I'm joined by Jim Keffer, CEO of Keffer Auto Group. We break down his radical 10-year buyout model, why he hunts “unicorn” operators instead of centralizing, and how underperforming rooftops become high-ROI assets. Jim also explains the math behind buying broken stores, the traits that separate true owner-operators, and the coming shakeups he sees from Carvana, CarMax, and digital retailing. It's a candid, transparent look at a model most dealers never get to see up close. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ Lotlinx.com/LotGPT 2. vAuto - The average car sits 45 days before getting shipped to another store — hoping it'll sell faster somewhere else. But guess what? Once it lands there, it usually sits another 30 days. On paper, that looks fine. In reality, that car's been tying up capital for 75 days — bleeding margin the whole time. The fix? Get the car to the right store on day one — or move it before the clock runs out. Because every day you wait, you're losing gross you'll never get back. Check out vAuto's new guide on centralized inventory management @ ⁠https://www.vauto.com⁠⁠⁠⁠ 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit @ https://cdgcircles.com/ to learn more. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:08 Biggest challenge in the car business? 00:52 How does the decentralized model work? 03:41 What is the buyout model? 07:08 How to find the right operators? 32:48 How does goodwill depreciation work? 33:15 How to identify and hire talent? 34:01 Biggest used car sales challenge? 37:45 Balancing sales efficiency with customer experience? 58:18 Future of car dealerships? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana and Chrysler, Dodge, Jeep, and Ram. 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.

On episode 216 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fintech Solutions. Learn more about GFLW and get important information at http://www.victoryshares.com/ Learn more about Apex at https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices