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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's growing autonomous vehicle investments and why they won't be modest. While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company's Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon. At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company's growing free cash flow can support both increased buybacks and significant investments in the autonomy ecosystem? Is this simply a bid to reassure Wall Street while simultaneously preparing for an autonomous future?Anything is possible and we broke it all down on this week's edition of Autonomy Markets along with Lyft's renewed interest in autonomy and their willingness to invest and own assets. As Lyft prepares to spend (with a smaller balance sheet), Uber's autonomy investments will be anything but modest.Episode Chapters0:00 Uber's Autonomy Investments Narrative 3:49 Who Finances Robotaxi Fleets?6:16 What is Holding Back Growth of AVs?8:26 Autonomous Driving Systems10:20 Uber's AV Exclusive Deals 12:05 Uber Recycling Investments 16:09 Uber's Relationship with Waymo 18:49 Lyft is Leaning into Autonomy21:52 Lyft Partners with Baidu for Europe and UK Markets 2428 Managing AV Fleets 28:24 Aurora LIVE31:24 Zoox NHTSA Exemption 32:47 Autonomy Expands the Rideshare Market 37:33 Next WeekRecorded on Thursday, August 7, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1:27 晶片關稅與豁免,庫克進貢皇帝川普 5:10 在美投資-硬體製造、終端品牌、設備廠務受惠 9:07 232調查彙整,晶片、藥品廠商市值大影響最大 14:20 豁免條件寬鬆,先當利空出盡,有擔憂後面再說 16:00 稅基(重複課稅)與重複投資認定,是兩大不確定性 18:10 半成品、次模組進口,就是稅基認定的難題 我來舉一個例子,按照此情境試想後續三個問題點: 21:05 假若扣除晶片(豁免)來課稅,進價是機密也有高報疑慮!? 23:32 OEM組裝廠豁免? 應該還是看品牌端(進口買家)來認定 26:30 牽涉到洗產地,特別/懲罰條款到最後也會使計算很複雜 29:10 公文公布與生效都還沒,甚至等真的被課到稅,問題才會一一浮現 重複投資的認定 30:55 鴻海(富士康)、台灣對美、蘋果回美投資,其實是同一個 32:34 川普只是為了講好消息也罷,但會不會愈想愈不對勁? 34:52 對不確定性的存在要有認知 35:50 川普習性:好消息會安排記者會,壞消息隨意講講後續成真 37:30 延續先前觀點,FOMO/多方控盤,按線操作仍是主軸 -- Hosting provided by SoundOn
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers the ramifications of the White House's tariff on computer chips, a major OEM supporting EPA's rollback of greenhouse gas regulations, and Class 8 truck orders in July. Learn more about your ad choices. Visit podcastchoices.com/adchoices
We drove the 1750HP SSC Tuatara! What a thing it was! How's it feel? Compare to a Bugatti or a Pagani or a Koenigsegg? Is it worth the money? And what about that record thing...Plus, Mercedes stops selling EVs in CA; fuel economy standards end: what does it mean?; and we answer Patreon questions including:Why do old cars have "patina" and newer cars "look rough"?Should I replace my tired suspension with aftermarket or OEM?Are mild performance cars a good value?How do we feel about Detroit?Has the G80 M3 grown on us?Best T-tops for summer?Which generation of Audi TT RS is best?Why we haven't talked about Subaru EVsGlock watchesBest snow super SUVAnd more!Recorded Friday, August 1, 2025 Rula patients typically pay $15 per session when using insurance. Connect with quality therapists and mental health experts who specialize in you at https://www.rula.com/tire #rulapod DeleteMeGet 20% off your DeleteMe plan when you go to joindeleteme.com/TIRE and use promo code TIRE at checkout. New merch! Grab a shirt or hoodie and support us! https://thesmokingtireshop.com/ Use Off The Record! and ALWAYS fight your tickets! For a 10% discount on your first case go to https://www.offtherecord.com/TST Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman
Allen Hall and Joel Saxum visit Gulf Wind Technology in New Orleans, where they sit down with CEO James Martin and CTO David King to explore the company's innovative work in wind turbine technology. The conversation delves into Gulf Wind's unique facility, their approach to solving industry challenges, and their role in developing wind energy solutions for the Gulf of Mexico. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: Welcome to the Uptime Wind Energy Podcast. I'm your host, Allen Hall, along with my cohost, Joel Saxum. And we are in New Orleans, Louisiana, of all places, at Gulf Wind Technology. And we have James Martin, who is the CEO of Gulf Wind Technology, and David King, the Chief Technical Officer at Gulf Wind Technology. And first of all, welcome to the podcast, guys. Great to be here. Yeah, thanks for coming to visit us. We've had a wonderful time here today going through the Gulf Wind Technology. offices and workspace. It is impressive. It's not something I knew we even had in the United States, honestly. And you guys have been working for a couple years on a variety of different projects and technologies. And we had a meeting this morning, just full disclosure, about all the things that Gulfwind has been involved with. I'm like, whoa, all right, I didn't know that. Some of it is top secret still, some of it not top secret. James, let's just start with you. I think people in the U. S. don't have a lot of experience, haven't met you before, haven't worked with Gulfwind. Can you just give us a brief background on what Gulfwind Technology is as a business? James Martin: Certainly, yeah. Gulfwind Technology, we are all first principles, blades engineers essentially, first. OEM industry for a number of years. We've seen some of the challenges that the industry is up against today, and we like to think that we can predict maybe some of the challenges for tomorrow. So with that team, we've been able to build assets, equipment get ourselves out there as problem solvers and offering technology solutions to basically problems that can reduce the cost of energy over time. It gets talked about a lot. We're going to talk about some of the assets we've invested in, but yeah, we've got reliability products that get involved with today. The problems of today's market. We're really passionate about the products of tomorrow. So more performance projects for the future. And we love running projects. So we like, we specifically, we've been working in our region to open up or demystify, remove roadblocks for the Gulf of Mexico market. Which have got some great technology problem statements in there Allen Hall: Because that's where we first heard of gulfwind was with the work with shell gulfwind, right? Yeah, that's It's a double edged sword and we had you on the podcast in a sense because we were talking about the first wind turbine being Installed in louisiana and gulfwind is involved with that. James Martin: Yeah, I mean we really thought Because a lot of our challenges about how to get technology to products how can we demonstrate that we can take it off a desktop study in terms of a solution or an idea, and how can we show it works? How can we de risk that for our customers? So the first thing we thought is that we really want to invest put our money where our mouth is, make sure that we can design, make sure we can test on a sub component level, make sure we can actually spin anything we're talking about. And yeah, demystify some of that technology, essentially. One of the things
On the Tuesday after the Hungarian GP, in an evening time slot (CET) on this occasion, Peter takes a number of great questions and comments from viewers. Topics include Charles, Lewis, Max, Oscar, Lando...and, of course, Johnny Servoz-Gavin and Anouk Aimée...With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appAnd to REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars like the 1986 Lotus 98T-Renault. Raced for the second half of the season by Ayrton Senna, the 98T was the last F1 Lotus to appear in the immortal livery of black and gold. When ordering, claim your extra 10 per cent discount by adding the codeword PETER: https://recwatches.com/next-projectAlpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us alwaysSupport the show (https://www.buzzsprout.com/2301250/support)Support the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
Send us a textIn this episode, I dive into a common question I get from pool pros: are all cartridge filter replacements created equal? Spoiler alert — they're not. I break down the quality differences, filtration capacity, and what makes some cartridges last longer (or fail faster). If you've ever wondered whether OEM really matters, this one's for you.Support the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://bit.ly/THEBOTTOMFEEDERTry Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y Thanks for listening, and I hope you find the Podcast helpful! For other free resources to further help you:Visit my Website: https://www.swimmingpoollearning.comWatch on YouTube: https://www.youtube.com/@SPLPodcast Site: https://the-pool-guy-podcast-show.onpodium.com/ UPA General Liability Insurance Application: https://forms.gle/F9YoTWNQ8WnvT4QBA Pool Guy Coaching Group Join an exclusive network of Pool Service Technicians to access the industry's leading commercial general liability insurance program. Protect your business. Premium is $64 per month per member (additional $40 for employees and ICs) $59 per month for Pool Guy coaching Members - join here! https://www.patreon.com/poolguycoaching Limits are $1,000,000 in occurrence and $2,000,000 in the aggregate - Per member limits [ $1,000,000 per occurrence and $4,000,000 aggregate available for $75 per month ] $50,000 in HazMat Coverage - clean up on-site or over-the-road Acid Wash Coverage - Full Limits
In this episode, Rebecca Marquez returns to share strategies for tackling the workforce crisis in manufacturing. From smarter operator training and AI insights to intuitive machine design and OEM collaboration, learn how to prepare for the next five years—and how PACK EXPO Las Vegas can help turn these strategies into action.Experience the future of packaging and processing—up close and in actionIt all starts here. Don't miss out—register today at packexpolasvegas.com/unpackedpodRegister for PACK EXPO Las Vegas today!
Lots to dissect after the Hungarian GP! In this episode Cameron grills Peter on: McLaren politics and strategy; Charles Leclerc; Ferrari's decision-making; Lewis and Max; and Peter adds: Carlos Sainz; Ollie Bearman and the perils of having to respond to "fiduciary duty". Better to go decaf on this one...With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appTo REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars like the 1986 Lotus 98T-Renault. Raced for the second half of the season by Ayrton Senna, the 98T was the last F1 Lotus to appear in the immortal livery of black and gold. When ordering, claim your extra 10 per cent discount by adding the codeword PETER: https://recwatches.com/next-projectAnd to Cameron, who can be followed on: @CameronCcTVAlpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us alwaysSupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
For a while out there it looked as though Charles Leclerc and Ferrari would spoil the day of McLaren-Mercedes. As the wind blew from the west, rather than the east, Leclerc had taken the pole in the closing seconds of Q3. And, from the start, he appeared to be in control: Oscar Piastri sat in his mirrors but Lando Norris fell back in the wake of George Russell's Mercedes. Then, almost inevitably, it went wrong: Charles stopped early for his second set of Hard Pirellis and was thereafter never in the hunt: with floor damage, his Ferrari was over a second-a-lap off the pace. It then became a straight fight between the two McLaren drivers, with Zak Brown allowing them to race to the finish. Piastri, on a two-stop strategy, had the performance advantage - but Norris, on a one-stopper, had the advantage of track position. In this podcast, Peter looks back at the key elements not only of that race to the chequered flag but also of the weekend as a whole - at the amazing pole of Charles Leclerc, the dismal pace of Red Bull and the wretched weekend of Sir Lewis Hamilton.With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appAnd to REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars like the 1986 Lotus 98T-Renault. Raced for the second half of the season by Ayrton Senna - including the Hungarian GP - the 98T was the last F1 Lotus to appear in the immortal livery of black and gold. When ordering, claim your extra 10 per cent discount by adding the codeword PETER: https://recwatches.com/next-projectImages: Pirelli, Red Bull, Scuderia Ferrari, Mercedes and Wikimedia Commons Music: Hungarian Rhapsody No. 2 - Franz Liszt; Rain Over Kyoto Station - The Mini VandalsAlpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us always Support the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
Andrew Chapin, Chief Operating Officer, Nuro joined Grayson Brulte on The Road to Autonomy podcast to discuss Nuro's three-way partnership with Uber and Lucid Motors, which will see Uber exclusively deploy the Lucid Gravity robotaxi powered by Nuro on their platform.In a deal that clearly validates their bold pivot to licensing, Uber has committed to deploying 20,000 Nuro powered robotaxis globally on the Uber network over the next six years, with the potential for significantly greater scale as the partnership matures.This isn't just another robotaxi announcement, this could be the blueprint for the future of robotaxi deployment. An autonomous driving software developer licenses its technology to an OEM, which integrates the software and hardware at the factory, while a third party owns and operates the vehicles on a commercial network.Episode Chapters0:00 Nuro x Lucid x Uber Deal4:55 Going Global6:39 Building the Lucid Gravity Robotaxi13:15 Maintaining the Robotaxi16:07 Nuro Hardware19:41 What's Next?23:10 Nuro's Business Discipline 26:58 Preparing for Market Launches31:31 Highways33:08 Operations 35:13 Looking ForwardRecorded on Tuesday, July 29, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Talk Back to MeWhile the Antihero Podcast has gone through great journalistic lengths to investigate the claims made by Tim Kennedy in his book, this episode is to probe the question of how someone could have gotten so far without someone noticing. The Special Operations community is small, and everyone knows each other or at least has a pretty short chain of connection. When someone claims to have an award or to have graduated some prestigious course, it's relatively easy to verify if you know the right channels. With this being the case, one might wonder how Tim Kennedy got away with publishing a record in the form of a book of his exploits, which are easily verifiable, and no one noticed for years. But there's another side to this dark story, one where resentment is concealed as holding others accountable. And it begs the question of what to do with those who break the trust of their community. The Bible contains warnings against gloating over your enemy's downfall, and this lesson as well as others from the same book can be applied to this situation. Use Code 2025deaddrop10 for 10% off your order at obsidianarms.comThis episode has been sponsored by Obsidian Arms, a manufacturer of tools, parts and firearms, as well as operating as an OEM shop for those looking to bring excellence to the market. Their Minnesota-based shop builds and cuts parts out of U.S.-sourced materials. Their gunsmith tools, custom firearms, and capabilities can be found at www.obsidianarms.comSupport the REDACTED Culture Cast at redactedculture.locals.comSSP and boutique products at redactedllc.comFollow us on Instagram at @redactedllc
Alberto Morgando is the CEO of the iconic brand Mavic. Alberto shares his fascinating journey from studying mechanical engineering in Turin, Italy to leading multinational companies and private equity turnarounds before taking the helm at the legendary French wheel manufacturer.Arriving at a precarious moment when Mavic was struggling with significant losses amid cycling's market downturn, Alberto faces the critical task of returning this storied brand to profitability and long-term health.We explore his management philosophy, the unique challenges of revitalizing a storied brand, and his strategic approach to navigating the volatile cycling industry. With his outsider perspective and proven turnaround expertise, Alberto offers fresh insights into brand revival, market dynamics, and the evolving future of cycling.Introduction & Background0:00 – Introduction to Alberto Morgando and his background in engineering and management.Early Career & Moving Abroad1:14 – Alberto's decision to study engineering, early career in logistics, and moving from Italy to France.Small vs. Large Companies5:45 – Experiences in small companies vs. large corporations, and the value of both.Transition to Consulting & MBA12:50 – Pursuing an MBA, entering consulting, and the impact on his career trajectory.Leadership Philosophy & Management Roles18:46 – Alberto's approach to leadership, impact, and moving into executive roles.First CEO Experience & Private Equity22:06 – Taking on CEO roles in mid-sized companies, challenges, and successes.Joining Mavic & Brand Revitalization27:07 – How Alberto became involved with Mavic, the brand's challenges, and his mandate.Cycling Industry Challenges & Strategy36:37 – The unique challenges of the cycling industry, market cycles, and Mavic's strategy for growth.Product Innovation & Market Approach43:09 – Focus on product development, innovation, and balancing OEM and aftermarket business.Retail, D2C, and Channel Strategy53:54 – Mavic's approach to retail, direct-to-consumer, and online channels.Closing & Contact Information59:17 – Final thoughts, how to contact Alberto, and closing remarks.Read the latest 'The Business of Cycling' BlogSign up for 'The Business of Cycling' Newsletter
In this episode of the Sean White Solar and Energy Storage Podcast, recorded at the world's largest solar and storage conference, SNEC, host Sean White interviews Willis Ren, the marketing director for Osda Solar. They discuss the history and growth of Osda Solar, which was founded in 2009, and its extensive manufacturing capabilities including PV cells, modules, and energy storage systems. The conversation delves into the global reach of Osda Solar, their focus on markets like MENA, Southeast Asia, and Brazil, and their ability to provide both OEM, OBM and ODM services. He also explains different inverter types and their applications from residential to utility-scale projects, and the particularities of balcony solar markets in different regions. Topics Covered: Osda Solar Growth of SNEC Osta Solar's Global Reach and Product Range Manufacturing and Production Capacity Introduction to OEM and Branding Explaining OEM, OBM, and ODM Original Equipment Manufacturer = manufacturer for another company and put their label on it Original Brand Manufacturer = you put your own label Original Design Manufacturer = OEM plus design Residential and Commercial (C&I) Inverters MENA = Middle East and North Africa Manufacturing Capacity Definition = How much you can manufacture if operating 24/7/365 in a year Manufacturing Processes and Capabilities Inverters and Product Range Balcony Solar Market Reach out to Willis Ren here: LinkedIn: www.linkedin.com/in/WillisRen Website: www.osdasol.com.cn/en/ Facebook: www.facebook.com/OSDA2009 Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean Getting a NABCEP certification gives you job security.
Previewing the 2025 Hungarian GP, Peter's intro compares the grit and talent of the Hungarian driver, Ferenc Szisz, with that of Nigel Mansell, who finished third in the first World Championship Hungarian GP 40 years ago; Szisz, in 1906, won the first-ever Grand Prix (the French GP at Le Mans) with his Renault. Before responding to more great questions and comments from listeners, Peter also talks about the updates to the Hungaroring, the loose wheel nut that cost Nigel the 1987 race and the 1991 Williams steering wheel that for a while ended up in a marshal's bag. With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.app And to REC Watches, whose timepieces are infused with the DNA and actual materials from famous racing cars like the Lotus 98T-Renault turbo that Ayrton Senna drove in 1986. Featuring reconstituted plenum tubes in its sundial, this limited-edition watch can be pre-ordered now from:https://recwatches.com/next-projectThanks also to:Alpinestars:https://alpinestars.comAnd to Oscar Razor:Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.auMany of our videos are also available with Spanish and Italian audio tracksFollow Peter @peterdwindsorAnd follow our Short Corners podcast - now on YouTube Music, Apple Podcasts, Spotify and Amazon MusicWe support the Race Against Dementia:https://raceagainstdementia.com#standwithukraine #canada Nick: you're with us alwaysSupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
Talk Back to MeAfter some time away from the desk, the REDACTED Culture Cast returns with a review of the Brave Castle Chest Rig. Having an opportunity to attend a course at DARC that required a chest rig, this one was selected for its inherent "features." While others tend to silo into either the sewn together or modular categories, Brave Castle did something a little different with theirs. In the episode, we cover:A brief history of Chest RigsWhy this one was chosenTesting CriteriaLoadout for DARCPerformance ReviewBrave Castle can be found on instagram: @brave_castleBy fitting between different categories of Chest Rig, this one made a lasting impression as both capable out of the box and a good foundation for expansion to meet the end user's needs. Use Code 2025deaddrop10 for 10% off your order at obsidianarms.comThis episode has been sponsored by Obsidian Arms, a manufacturer of tools, parts and firearms, as well as operating as an OEM shop for those looking to bring excellence to the market. Their Minnesota-based shop builds and cuts parts out of U.S.-sourced materials. Their gunsmith tools, custom firearms, and capabilities can be found at www.obsidianarms.comSupport the REDACTED Culture Cast at redactedculture.locals.comSSP and boutique products at redactedllc.comFollow us on Instagram at @redactedllc
echnicians are the heartbeat of the collision repair industry, but they're often underserved when it comes to education, support, and long-term growth. As the demand for skilled labor rises, the need to invest in technician development has never been more urgent.In this episode, Matt Di Francesco talks with Jason Bartanen, founder of Collision ProAssist and veteran technical educator, about his mission to better support technicians through virtual training, live coaching, and real-time guidance. He shares his vision for a more connected, empowered technician community, and how the industry can step up to support its most vital workforce.Matt and Jason also talk about:(02:09) What inspired the launch of Collision ProAssist(03:36) Why technicians remain the most underserved in the industry(04:53) How technician training must be tailored to the tools and the car(07:35) What happens when techs don't get trained on new equipment(08:07) Inside the Back Bay program and its community approach(10:57) Why direct access to tool and product experts matters (14:37) Why better tech support leads to stronger ROI for the shops(15.56) The biggest gaps in financial literacy among techs(24:53) Why a supportive future is key to attracting new techs(27:52) Why now is the best time to own an independent shopConnect With Jason BartanenWebsite: https://www.collisionproassist.com/Email: jason@collisionproassist.comLinkedIn: https://www.linkedin.com/in/jason-b-bartanen-03519935/Sign up for Back Bay Free 7-Day Trial (No credit card required)https://whop.com/collisionproassist/https://whop.com/backbaytrial/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Jason Bartanen is a respected leader in the collision repair industry, with over two decades of experience dedicated to technical education and innovation. Growing up in his family's body shop, Jason developed a passion for the field early on, which led to a 23-year tenure at I-CAR, where he made significant contributions in technical writing, curriculum development, and building relationships with OEMs.Today, as the founder of Collision Pro Assist, Jason is focused on empowering technicians through virtual training, live coaching, and his innovative Back Bay subscription model—designed to help shops navigate and apply OEM repair procedures with confidence. His mission is centered on delivering accurate, vetted information to the next generation of collision professionals.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
Join Peter for more live YouTube chat. Spa and Hungary are in the news - but there's always lots more about which to talk. Like the future of wet races in F1. Like prospects for 2026. Like the redundancy of Safety Cars. Like the pole-winner being free to choose on which side of the track he wants to start. For stunning examples of great car control in everyday cars visit (as described by Peter in this video):Visit @RustBucketMotorsport on YouTubeWith thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.app And to REC Watches, whose timepieces are infused with the DNA and actual materials from famous racing cars like the Lotus 98T-Renault turbo that Ayrton Senna drove in 1986. Featuring reconstituted plenum tubes in its sundial, this limited-edition watch can be pre-ordered now from:https://recwatches.com/next-projectStudio background image of the 1959 Goodwood TT: Jesse AlexanderThanks also to:Alpinestars:https://alpinestars.comAnd to Oscar Razor:Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.auMany of our videos are also available with Spanish and Italian audio tracksFollow Peter @peterdwindsorAnd follow our Short Corners podcast - now on YouTube Music, Apple Podcasts, Spotify and Amazon MusicWe support the Race Against Dementia:https://raceagainstdementia.com#standwithukraine #canada Nick: you're with us alwaysSupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
Gabriela compartilhou com os professores que namora durante três anos e há uns seis meses pegou histórico deconteúdo pornográfico no computador do namorado dela. Na oportunidade, ele prometeu não fazer mais isso e, até então, ela realmente não viu mais nada sobre isso. Contudo, ela não consegue esquecer o ocorrido. A aluna ficou magoada apesar dos dois se darem super bem. Ela perguntou o que fazer para esquecer tudo isso. Os dois pretendem noivar no ano que vem, e ela está feliz por isso.Terminar ou nãoEm seguida, Elan pediu um conselho aos professores. O namoro não tem o apoio da mãe e, por isso, perguntou se deve terminar por esse fator. Ademais, confira na prática, por meio dos depoimentos de diversas pessoas, sobre os benefícios das palestras daTerapia do Amor. Convite especialParticipe da Terapia do Amor, nesta quinta-feira (31), será “A Noite do SIM”, quando você terá a oportunidade de dizer SIM para Deus e dar início à transformação da sua vida amorosa e espiritual. Também haverá a Santa Ceia do Amor Divino e será o último dia da Fogueira Santa da Justiça.Bem-vindos à Escola do Amor Responde, confrontando os mitos e a desinformação nos relacionamentos. Onde casais e solteiros aprendem o Amor Inteligente. Renato e CristianeCardoso, apresentadores da Escola do Amor, na Record TV, e autores de Casamento Blindado e Namoro Blindado, tiram dúvidas e respondem perguntas dos alunos. Participe pelo site EscoladoAmorResponde.com. Ouça todos os podcasts no iTunes: rna.to/EdARiTunes
Will we ever again see a truly wet F1 race? And will the Belgian GP mark a pivotal moment in the fight for the 2025 Drivers' World Championship? These were just two of the talking-points when Cameron spoke to Peter Windsor on the Monday after Spa. Enjoy. With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appTo REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars like the 1985 Porsche 956/chassis 106B. Pre-order this outstanding limited-edition timepiece in two colourways over the next 48 hours and obtain the best possible discounthttps://recwatches.com/next-projectAnd to Cameron, who can be followed on: @CameronCcTVAlpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us alwaysSupport the show (https://www.buzzsprout.com/2301250/support)Support the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
It's the Tuesday evening (CET) after the Belgian GP, so questions and comments abound as we look back at the wet race that never was. Peter talks about great wet races from the past - and some of the great wet-weather drivers - but there's also lots of chat, of course about some of the other features of the Belgian GP - the great P3 for Ferrari's Charles Leclerc and the battle between the two Mclaren-Mercedes drivers.With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appTo REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars like the 1985 Porsche 956/chassis 106B. Pre-order this outstanding limited-edition timepiece in two colourways over the next 48 hours and obtain the best possible discounthttps://recwatches.com/next-projectMusic: Rain over Kyoto Station (The Mini Vandals)Alpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us alwaysSupport the show (https://www.buzzsprout.com/2301250/support)Support the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1107: Today we dive into why used EVs — especially Teslas — are losing value fast, how a Cybertruck hung 6,600 pounds on a patch of glue, and what AI search's rise in impressions but drop in clicks means for auto dealers looking to stay visible.Show Notes with links:Electric vehicles are losing traction in the used market, according to iSeeCars. The latest study shows Tesla models topping the list of biggest price drops as demand cools and federal incentives near expiration.5 of the top 10 used vehicles with the largest price drops in June were EVs.Tesla Model S fell $8,768 (-15.8%), Model X dropped $9,544 (-15.5%), and Model Y slid $4,637 (-13.6%).Used EV prices fell 4.8% year-over-year, while used gas cars rose 5.2%.EV market share growth slowed to just 14.2%, down from 98% last year, even as supply increased.“For shoppers, used EVs offer about $1,200 less in value than a gasoline vehicle – and while you can love or hate how the market prices a vehicle, you can't argue with it,” said iSeeCars analyst Karl Brauer.The Tesla Cybertruck is back in headlines—this time literally hanging suspended by glue in a viral stunt. YouTuber JerryRigEverything put on a dramatic demo shining a light on Tesla's unusual but surprisingly strong repair method.A 6,600-pound Cybertruck was lifted mid-air using just a 2.5-inch patch of Fusor 2098 adhesive attaching it to a crane.That exact glue had been used in repairing the same truck when its tow hitch ripped out during a stress test.Fusor 2098 cures to about 3,190 psi tensile strength, and is OEM‑approved by Tesla and other manufacturers.Adhesive bonding, when paired with rivets, can distribute loads better and outperform welds in some impact scenarios.AI search is changing the game — not just how people ask questions, but how they see your brand. A new VaynerMedia study reveals that while impressions are climbing, actual clicks are falling off fast.AI search already makes up 7.6% of monetizable queries, expected to hit 25% by 2027.ChatGPT queries surged +180% in the past year, while Google's traditional traffic is slipping.“Zero‑click searches” are up, with site traffic down 6.7% year‑over‑year despite higher impression counts.Some takeaways:Move Fast and Test New AI Ad Formats Now: Early adopters of AI‑friendly strategies will capture outsized market share and will learn what works bestStrengthen Your Brand: A trusted, recognizable brand is more likely to be cited in AI answers, even if the click never happens.Optimize for AI discovery by creating content that's easy for LLMs to scan and quote — FAQs, concise answers, and video content.0:00 Intro with Paul J Daly and Kyle Mountsier3:46 Used EV Prices Down 4.8% YoY7:24 Tesla Cybertruck Hung From Glue10:07 AI Search ExpeJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
It rained all right - exactly at the time of the scheduled start of the Belgian GP. This being 2025 F1, however, we didn't get a wet race. Instead, the drivers sat around for 75 minutes or so before starting behind a Safety Car on a rapidly-drying track. The pole of McLaren's Lando Norris then disappeared in the time it took for his team-mate, Oscar Piastri, to tow past Lando on the main straight on the first racing lap with an 11kph speed advantage - and thereafter it was Oscar all the way, helped by a slow pit stop for Lando plus two time-consuming Lando errors on hard-compound Pirelli slicks. Charles Leclerc finished a valiant third in his low-downforce Ferrari; Max Verstappen's wet rear wing settings left him a sitting duck on the dry track and a frustrated P4; George Russell finished fifth for Mercedes; and Alex Albon drove beautifully for Williams-Mercedes to hold off Sir Lewis Hamilton's Ferrari for P6-P7. Peter in this podcast looks back at the three days in Spa - at the Sprint pole for Oscar; at the Sprint win for Max; and then the Qualifying pole of Lando. There's lots of detail, too, about the upgrades to the cars as we go into the first part of a double-header before the August break. With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appAnd to REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars. Pre-order the REC Lotus 98T Ayrton Senna watch, featured in this video, and claim your additional 10 per cent discount by adding the code PETER:https://recwatches.com/next-projectMusic: Rain Over Kyoto Station - The Mini Vandals; Camarguehttps://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us always - on this Sunday especiallySupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1104: EV service frustrations rise as electric sales grow, Honda steps into the insurance game, and Walmart unveils Sparky—its bold AI move to replace the search bar.Show Notes with links:Electric vehicle sales hit a new high in the first half of 2025, but the surge is putting pressure on service departments nationwide. According to CDK Global's EV Ownership Study, more EVs are hitting the service lane — and owners are increasingly frustrated with the experience.Q2 EV sales rose nearly 5% over Q1; first-half total reached a record 607,000+ units.Only 28% of EV owners reported same-day service in 2024 — down from 40% in 2023.85% of new EV owners needed dealership service in year one, often for recalls or minor repairs.Multiple visits are becoming common: 34% of non-Tesla owners said service took longer than for gas vehicles, with 21% saying it took 4 visits or more.Our friend David Thomas of CDK: “We know dealers are prepared for EV service, but these numbers getting worse is not a good sign as more non-Tesla EVs are on the road than ever before.”Honda is taking a big step into the insurance space with the launch of Honda Insurance Solutions — a licensed agency designed to offer customers competitive, convenient coverage as part of the overall ownership experience.Available in all 50 states, the platform provides quotes from top carriers via VIU by HUB, omnichannel insurance brokerage platform backed by one of the largest personal insurance brokers, Hub InternationalCustomers can shop for coverage on autos, RVs, motorcycles, and even homes.An OEM parts coverage option helps protect vehicle value by using only Honda and Acura Genuine Parts.Future plans include full integration into Honda and Acura's digital sales ecosystem.Petar Vucurevic, President of American Honda Insurance Solutions: “Insurance is a key touchpoint in the vehicle ownership journey... promoting safer driving and increased peace of mind.”Walmart is doubling down on its AI transformation with the rollout of Sparky, a next-gen digital shopping agent set to replace traditional search. The move marks the retail giant's most aggressive bet yet on an AI-first future.Sparky will handle everything from grocery reorders to furnishing entire apartments based on budget and preferences.The new interface will be multimodal—supporting voice, images, and video—to mirror natural human shopping behaviors and eliminate the need for keyword searches.Walmart's AI framework includes four agents: Sparky (customers), Marty (suppliers/advertisers), an associate agent, and a developer agent.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
In the build-up to this weekend's Belgian GP there are plenty of storylines: how will Red Bull look and fare without Christian Horner? Qualifying is predicted to be dry but it could be very wet on race day..and that couldl be complicated, bearing in mind that Spa is also a sprint race weekend. Will Mercedes be as competitive at Spa as they were in 2024? And what of the Lando-Oscar battle? Lots to talk about, then, so sit back, relax and brew the beans from Pergamino.With thanks to Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.app And to REC Watches, whose timepieces are infused with the DNA and actual materials from famous racing cars like the Porsche 956 (chassis 106B) that finished second at Le Mans in 1985. Featuring reconstituted brake components in its sundial, this limited-edition watch can be pre-ordered now from:https://recwatches.com/next-projectMusic: Caipirinha in Hawaii - Carmen María and Edu EspinalFor prints/original of Jochen Rindt at Crystal Palace F2: Martin Tomlinson @ http://motor-racing-art.co.uk/Thanks also to:Alpinestars:https://alpinestars.comAnd to Oscar Razor:Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.auMany of our videos are also available with Spanish and Italian audio tracksFollow Peter @peterdwindsorAnd follow our Short Corners podcast - now on YouTube Music, Apple Podcasts, Spotify and Amazon MusicWe support the Race Against Dementia:https://raceagainstdementia.com#standwithukraine #canada Nick: you're with us alwaysSupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
It seems unthinkable in 2025 but in the space of eleven days in July, 1980, Carlos Reutemann scored back-to-back podium finishes in an F1 race (the British GP at Brands Hatch) and then in a round of the World Rally Championship (the Rally Codasur in Argentina). In this podcast, Peter Windsor tells the story of how Carlos was able to put this feat together, switching from Williams FW07-Cosworth to Fiat 131 Abarth without major problems - and winning the ProCar BMW M1 race at Brands along the way. The telling is also supported by Carlos' own words, as narrated to Corsa magazine at the time.With thanks to, and respect for, that journalist extraordinaire, Orlando Rios; to the archivists at Corsa and El Grafico magazines; and to my much-missed friends, Germán Sopeña and Carlos ReutemannAnd to our partners for their support of this podcast:To Jetcraft, the world's largest buyer and seller of executive jets:https://jetcraft.comTo OEM Exclusive, the passionate suppliers of OEM upgrades for exotic and high-performance vehiclesTo TrackNinja, a lap-timer and data app designed to help users improve their on-track car and driver performance through analysis and an innovative Data Garage. A lite version is free; the loaded edition is US$9.99 pcm or $99.99 yearlyhttps://trackninja.appAnd to REC Watches, whose timepieces are infused with DNA and actual material from famous racing cars and aircraft. When ordering, claim your extra 10 per cent discount by adding the codeword PETER: https://recwatches.com/next-projectImages: Wikimedia Commons, Peter Windsor, El Grafico and Corsa magazinesStudio background image of the 1959 TT start at Goodwood: Jesse AlexanderMusic: Camargue; Wander Into - Ann AnnieAlpinestars:https://alpinestars.comOscar Razor: Australia's highly-rated, 5-blade razors for men and women https://oscarrazor.com.au. Follow Peter @peterdwindsorWe support the Race Against Dementia:https://raceagainstdementia.comAnd the Alora dog rescue shelter in Malaga, Spainhttps://aloradogrescue.com#standwithukraine - now, more than everAnd #Canada!Nick: you're with us alwaysSupport the showVisit: https://youtube.com/peterwindsor for F1 videos past, present and future
Custom exhaust systems promise to boost horsepower and create sportier sounds, but does this apply to all vehicles? In this informative tête-à-tête, an exhaust expert helps you decide whether to mod or just stick with OEM.Insight from https://aandnperformancemuffler.com/ A & N Performance Muffler Shop City: Houston Address: 2632 Little York Rd Website: https://aandnperformancemuffler.com/
In this no-holds-barred episode, Micki Woods sits down with Kyle Motzkus and Clay Hoberecht, two industry pros who say what others won't.They get brutally honest about the lack of accountability in the collision world, calling out fake certifications, clout-chasers, and shops that talk a big game but don't follow OEM procedures.What you'll hear:- Why ego is killing repair quality and what real leadership looks like- RTA: consumer protection or shop-owner trap?- The shocking truth about “certified” shops not following procedures- What happens when you stop building your business around insurers- How focusing on your people actually fuels your growthThis one pulls no punches. If you've ever questioned how the industry operates or your place in it don't miss this.
Magic tricks, Wi-Fi updates, an OEM panel, data security, leadership advice, evacuation training in a smoking bus and more! Tony, Ryan and Taylor discuss highlights from STN EXPO West that wrapped up last week in Reno, Nevada. Read more STN EXPO West coverage. Episode sponsors: Transfinder, School-Radio, RIDE.
Listen in as editors discuss several hot topics in the July digital-only issue of Inside MRO, which is now available here. Lee Ann Shay and James Pozzi discuss the capacity crunch, OEM maintenance strategies, how airline consolidation is affecting the aftermarket and more.
Sono Group N.V. (OTCQB: SEVCF) is gaining momentum with accelerating commercial traction, OEM partnerships, and plans to uplist to the Nasdaq or NYSE.In this interview, CEO George O'Leary shares updates on Sono's global expansion, strategic partnerships, solar technology, and future roadmap.Learn more about Sono Group N.V.: https://ir.sonomotors.com/Watch the full YouTube interview here: https://youtu.be/MMOFKDYRboIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While in Austin last week, Grayson and Walt met with AVride, experienced a fully autonomous ride in their Hyundai IONIQ 5, and spent time with the company's management team. AVride's engineering and OEM partnership strategy stood out as key strengths and later this year, the company will launch commercial service on the Uber network in Dallas.Scaling robotaxi services requires real-world logistics, and companies such as AVOMO are leaning into the opportunity by building businesses to manage fleets of robotaxis. In Austin, AVOMO is managing a Costco-sized depot with 36 charging ports and on-site maintenance for Uber's Austin Waymo fleet.Another day, another autonomy deal for Uber. This week, Nuro announced a six-year deal with Lucid Motors and Uber to bring fully integrated autonomous Lucid Gravity vehicles powered by the Nuro driver to the Uber platform starting next year. As part of the deal, Uber is going to own the asset as they are entering the asset-ownership game, as we correctly called on Autonomy Markets.Episode Chapters0:00 Avomo, Waymo, Uber Austin Depot7:51 Depot Real Estate10:16 Vehicle Ownership13:13 Waymo / Uber Relationship 15:13 Avride23:30 Nuro, Lucid, Uber Deal 32:42 Uber's Autonomous Vehicle Asset + Logistics Strategy36:32 Tesla Robotaxi's Expanded Austin Service Area40:41 Next WeekRecorded on Thursday, July 17, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that's delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head. Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion industry leader through exceptional capital allocation, a culture of ownership, and a nearly unbreakable moat built on regulatory mastery and being a partner that customers can trust. Whether you're an investor, entrepreneur, or business strategist, this episode offers timeless lessons on how to build and sustain a truly durable business. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:27 - The story of how the Mendelsons took a tiny parts supplier and turned it into a $38B aerospace powerhouse. 06:47 - How Heico turned strict FAA regulations into its biggest competitive advantage. 10:10 - Why airlines prefer Heico parts over the OEM alternatives. 17:50 - What makes Heico's acquisition playbook similar to Berkshire Hathaway. 27:58 - Why Heico's products and services are extremely sticky and provide predictable, recurring revenue streams. 37:25 - Why economic downturns benefit Heico, creating a countercyclical business model. 47:19 - How Heico's culture is unique and has created hundreds of millionaire factory workers. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Interview with Eric Mendelson. 50x Podcast with Nick Howley. Book mentioned: Lessons from the Titans. Related Episode: TIP731: Owning Best-In-Class Businesses w/ Joseph Shaposhnik. Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Vanta reMarkable Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jarrett Harris, director of research at IronAdvisors Insights, returns to the podcast to talk about the latest construction equipment industry activities and trends. How is the industry behaving so far in 2025? “Stable but careful” is his headline. Tune in to find out the surprising thing OEMs are still doing and what the real deal is with OEM-authorized dealers' inventories. Think it's a good time to be in rental? Find out what Jarrett sees from his research cockpit. And independent dealers: Discover who's stealing your playbook! We even persuaded Jarrett to make some predictions for the remainder of the year. You'll like listening to Jarrett so much you're going to want to hear more. Wish granted: He's speaking at the Midyear Meeting in Austin, Sept. 11-12 –– bringing literally up-to-the minute data and insights you shouldn't miss. Connect with Jarrett: LinkedIn Company Website Connect with IEDA: Visit IEDA Group Website IEDA Events Produced By: Social Chameleon
Anyone can bolt parts to a truck—but building a factory overlander is something else entirely. In this episode, recorded live at Overland Expo, we sit down with Dave Harriton, founder of AEV (American Expedition Vehicles), to explore what it actually takes to engineer an OEM-validated overland vehicle. From Jeep and Ram to full production lines at GM, Dave shares what goes into building expedition-ready platforms that roll straight off the assembly line—vehicles that have to meet the same durability, safety, and emissions standards as any other factory model. It's a rare look into the world where overlanding meets automotive engineering at scale—and why most aftermarket builds aren't playing the same game.
Are you thinking of ways to minimize costly front-end repairs and enhance safety without compromising your truck's efficiency? In this conversation with Nathan Holt from Ex-Guard, he shares how their journey from a small fabrication shop to an industry leader reshapes truck safety. Their XG-150 guard shows a dramatic reduction in repair costs and downtime. These guards are engineered to integrate with OEM safety tech, add minimal weight, and fit major brands. With Ex-Guard's installations and easy access, it continues to improve trucks' durability, maintenance, and functionality! Tune in to hear more! About Nathan Holt Nathan is the Product Marketing Manager for Ex-Guard, the leading manufacturer of premier grille guards for commercial heavy, medium, and light-duty trucks, vans, and RV's in North America. Connect with Nathan Website: https://ex-guard.com/ Phone: (888) 902-2777
Neste episódio, a aluna Simone contou que está casada há três anos e que eles passaram por uma grande dificuldade financeira e, com isso, precisaram devolver o apartamento em que estavam morando. Como consequência, o casal precisou voltar a morar na casa da mãe dela. Só que o marido de Simone disse que não iria e pediu que ela e a filha fossem. Ela se sentiu traída e com a sensação de que estaria sendodevolvida para sua mãe.Após a mudança, a aluna tentou conversar com ele sobre como ficaria a situação dos dois, mas ele disse que não sabia. Simone ficou chateada e não o procurou mais; o mesmo aconteceu da parte dele. Ela pediu um conselho ao casal: deve procurá-lo ou esperar que ele a procure? Ao final, a aluna disse que o marido sempre a trata com grosseria eque eles nunca conseguem resolver um assunto, pois ele sempre prefere fugir.Implicância ou nãoEm seguida, Everton disse que a namorada tem muito amigos da infância que são homens. Ele comentou que assistiu a um vídeo de Renato e Cristiane Cardoso que dizia que não existia amizade entre homens e mulheres. O aluno vê as conversas deles e, realmente, não encontra nada demais. Só que ele fala com a companheira sobre isso e ela diz que é ciúme por parte dele. Everton reconhece que é ciumento, confia nela, mas depois que assistiu ao vídeo do casal blindado gostaria de saber se isso é implicância dele ou se está fazendo o certo. Por fim, confira o depoimento de quem teve a vida amorosa transformada após praticar os ensinamentos adquiridos durante as palestras da Terapia do Amor. Bem-vindos à Escola do Amor Responde, confrontando os mitos e a desinformação nos relacionamentos. Onde casais e solteiros aprendem o Amor Inteligente. Renato e CristianeCardoso, apresentadores da Escola do Amor, na Record TV, e autores de Casamento Blindado e Namoro Blindado, tiram dúvidas e respondem perguntas dos alunos. Participe pelo site EscoladoAmorResponde.com. Ouça todos os podcasts no iTunes: rna.to/EdARiTunes
In this episode of Machine Shop Mastery, I sat down with Barry Walter Jr., and I have to say—this one lit me up. Barry's a machine shop leader who brings heart, humility, and a whole lot of wisdom to the mic. From rebuilding a multi-generational business to designing a culture where “shit flows uphill” (his words!), Barry has transformed a plumbing parts OEM into an 8-figure, high-mix/low-volume powerhouse with 37 team members, 15 CNC lathes, and a customer service model that makes his buyers the heroes. What struck me most is how intentional Barry is—not just with his machines or his marketing, but with how he leads. From rigorous multi-stage hiring to monthly team celebrations to offering PTO in exchange for nonprofit volunteering, Barry's built a workplace that lives out its core values every single day. Family first. Serve others. Made in America matters. And yes—work should be fulfilling. We also dive into the financial roadblocks that nearly brought the company to its knees and how Barry led the turnaround through culture, cost discipline, and strategic pricing. You'll also hear how he's passing the torch to the next generation—with three of his kids now working in the business—and why he replaced third-party sales reps with his own son, who now makes 60+ customer visits per week across the western U.S. This episode is packed with lessons on leadership, lean operations, OEM manufacturing, and building a resilient business that people actually want to work for. I think you're going to love this conversation as much as I did. You will want to hear this episode if you are interested in... (0:10) Grow your top and bottom-line with CLA (1:20) Barry's podcast obsession and love for the machining community (3:20) The origin story: From Navy machinist to garage startup (7:00?) Surviving multiple failed business partnerships before the family took over (9:34) Barry's journey from psych hospital worker to screw machine operator (10:51) Growing to 15 CNC lathes and 37 team members—still hiring (14:00) Taking over the business from his father in 2015 (18:33) Creating a workplace culture of trust, transparency, and ownership (21:00) What makes the culture at Barry E Walter Sr Co different (24:19) The financial reckoning: Working with EBITDA Growth Systems to level up operations (29:28) Building a national B2B customer base and using tech like HubSpot + MapMyCustomer (34:17) Stay tuned for Top Shops 2025 registration (35:28) Competitive edge: responsiveness, service, and American-made value (39:10) Impact of cultural change on employee retention and buy-in (41:09) Their 3-4 step hiring process, including “spousal interviews” and cultural fit (45:51) Final core value: Work should be fulfilling (48:09) In-house machinist training: from programming to tool grinding (55:22) Acquiring businesses to build their portfolio (1:00:18) The power of storytelling, shared values, and servant leadership (1:04:16) Recruit the right leaders for your shop with Hire MFG Leaders Resources & People Mentioned Top Shops 2025 The 3-Gun Show EntreLeadership Total Money Makeover EBITDA Growth Systems HubSpot MapMyCustomers ProKeep app Start with Why Connect with Barry Walter Jr. Barry E. Walter Sr. Company Connect on LinkedIn Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify Audio Production and Show Notes by - PODCAST FAST TRACK
In this Read Listen Watch® (RLW), Megan R. Ellsworth sits down with Hickman Edge System's Director of Private Label and OEM, Jason Hildenbrand, to talk about the unsung hero of wind uplift protection, edge metal. They'll explore why roof edges are the most vulnerable part of a system, how edge metal defends against failure and what codes, materials and best practices contractors need to know. He dives into shop-fabricated versus pre-engineered systems followed by installation tips and sales advantages. This episode delivers what roofing pros need to secure the roof perimeter and protect the building envelope. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #HickmanEdgeSystem #CarlisleArchitecturalMetals #CAM #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry
In this episode, Jimmy sits down with Brian Rhodes, founder of Auto Shop Recruiting and a 20-year veteran of talent acquisition, to crack the code on hiring techs and advisors in a market where “Help Wanted” banners are everywhere. Brian explains why the old “post-and-pray” ad doesn't work anymore—and how independent shops can compete head-to-head with dealers, chains, and even OEM training programs for A-level talent.
Transform your dealership's approach to electric vehicles with ChargePoint and EVready®. In this episode of the EVready Podcast, host Chris Nihan sits down with the ChargePoint automotive team (Nate Giannettino, Bobby Snader, and Shannon Murphy) to discuss the latest in EV charging, dealership solutions, and technology innovations shaping the future of the automotive industry. Discover how the partnership between ChargePoint and EVready goes beyond simply providing EV charging hardware. Together, they deliver a holistic approach—combining ChargePoint's industry-leading chargers and services with EV Ready's deep expertise in operational cost management, utility rate optimization, and strategic site planning tailor-made for dealerships. The discussion covers: How smart EV charging strategies are designed to maximize dealer profitability by minimizing demand charges and controlling long-term operational expenses. The unique value of working with experts who analyze each dealership's site to create custom charging infrastructure plans—not just quick fixes, but solutions that deliver real, measurable ROI now and into the future. Why looking beyond the “easy button” of installing basic hardware is essential for success as the EV market evolves; true success comes from considering the operational lifecycle, not just the upfront investment. How comprehensive support services, technology innovation, and proactive partnerships ensure seamless customer experiences and minimize downtime for both sales and service operations. ChargePoint's flexible, future-proof technology platform ensures dealerships can scale and adapt as EV adoption accelerates. Proactive customer service and anti-theft security measures safeguard both station uptime and dealership investments. The partnership with EVready helps dealerships navigate utility rates, demand charges, and OEM program requirements—unlocking significant cost savings, operational efficiency, and long-term competitiveness. Strategic planning sets up dealers not just for today's needs, but for the challenges and opportunities of tomorrow's automotive industry transition. EVready's Simplify product is design specifically for auto dealerships to help manage and protect their investments in EV infrastructure. Whether you're a dealer principal, operations manager, or simply passionate about the future of electric vehicles and the automotive industry, this episode is packed with actionable insights for elevating your dealership's EV strategy.
Dan Prosser and Andrew Frankel are joined by RML's Michael Mallock. If you're a race team or an automotive OEM with a problem, maybe you can hire RML... if you can find them. The Northamptonshire engineering powerhouse has run high-profile motorsport campaigns in touring cars and endurance racing for decades, built extraordinary one-offs for car makers and helped behind the scenes to solve their trickiest problems too.Nowadays, RML is also producing its own vehicles for customers , such as the Short Wheelbase, a Ferrari 250 GT SWB homage, and the P39, a focused version of the Porsche 911 Turbo S. Michael explains what RML does, how the company got started in the 1980s, and what he sees coming around the corner.Use coupon code pod20 at checkout to get 20% off an annual subscription to The Intercooler's online car magazine for the first year! Listen to this podcast ad-free, and enjoy a subscriber-only midweek podcast too. With a 30-day free trial, you can try it risk-free – https://www.the-intercooler.com/subscribe/Use coupon code Ti10 to get 10% off your Supernatural Car Care order – https://supernaturalcarcare.com/ Hosted on Acast. See acast.com/privacy for more information.
Paul Hancox, SVP of eCommerce at Parts Town, a leading distributor of OEM foodservice, HVAC, and residential appliance parts. A predominantly B2B eCommerce business, selling via their custom website, and mobile app. Parts Town are based in the USA, distribute spare parts to over 140 counties, and the parent company Parts Town Unlimited had annual revenue of $2.5billion in 2024, with 55% growth in HVAC alone! We've lots to learn from Parts Town's Paul Hancox, including how they've been leveraging AI chatbots to improve customer experience, sales, and the team's efficiency. Hit PLAY to hear: Why treating your website like a product could unlock massive growth The one change that boosted Parts Town's chat agent efficiency by 60%+ ⚡ How Paul's team ships 400,000+ orders per quarter — and what powers it The secret link between site speed and conversion most brands ignore
Greg Banish is an author, and OEM level calibrator and aftermarket enthusiast with over 2 decades of experience in the world of vehicle calibration.
In Podcast #356, John Davis and the MotorWeek crew are back after the July 4th holiday to chat about some of the most recent vehicles we've seen and driven. Brian starts us off with his experience behind the wheel of the latest GMC Terrain, with plenty of comparisons to it's Chevy sibling…the Equinox. Then Alex hits the trails in Honda's all-new CR-V TrailSport and let's us know how far this trims goes. And Jessica got to see the all-new 3rd-gen Nissan LEAF and its more competitive than ever before! Plus a Lightning Round to talk about what might happen to OEM's plans with the dissolving of the EV tax credit and a viewer has a question about why glass roofs have become so popular lately.
In this episode of the Munro Live Podcast, host Paul Turnbull sits down with Conifer Co-Founders Ankit Somani and Yateendra Deshpande to explore how their startup is reimagining the EV powertrain from the ground up.Conifer is on a mission to simplify and streamline electric vehicle development through an integrated, modular powertrain system—aimed at reducing cost, improving efficiency, and accelerating electrification across multiple vehicle platforms.Tune in as Paul dives into the technical challenges of current powertrain architectures, how Conifer's approach compares to traditional OEM strategies, and what this means for the future of EV design.https://www.conifer.io/Munro Live is a YouTube channel that features Sandy Munro and other engineers from Munro & Associates. Munro is an engineering consulting firm and a world leader in reverse engineering, costing, and teardown benchmarking.Munro Home of Lean Designhttps://leandesign.com/
In this short podcast episode, Bryan talks about crankcase heaters, including their different types, what they do, and when we need to use them. Crankcase heaters usually come in belly band varieties, but some can be inserted into the sump of the compressor. As their name suggests, crankcase heaters heat the crankcase when the compressor is off. They prevent flooded starts since the heat keeps refrigerant from condensing to a liquid in the compressor when the system isn't running. Long off times, long line sets, and cold temperatures all increase a system's risk of flooded starts. Hard shutoff TXVs, liquid line solenoid valves, and crankcase heaters are all ways to reduce these risks; the valves hold liquid refrigerant back, and crankcase heaters merely prevent refrigerant from condensing. Crankcase heaters have to be wired to the line side of the contactor or starter. They're often wired around one of the contacts (with a single-pole contactor). When the contact opens, there is a circuit from one leg, through the crankcase heater and compressor windings, to the other leg. This method does NOT use the compressor winding itself as a crankcase heater. When you use a crankcase heater on a compressor with a seam, you want the part of the heater that does the tensioning near the seam. Crankcase heaters should be installed at the base of the compressor, and you'll usually use OEM crankcase heaters. "Crankcase Heaters and Single-Pole Contactors" tech tip: https://www.hvacrschool.com/crankcase-heaters-and-single-pole-contactors/ Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android
You might be surprised to learn what the biggest challenge manufacturers say they're facing right now. The talent gap comes up a lot on this podcast, but early survey findings from the New American Industrial Alliance (NAIA), show that “access to capital” is really what holds most mid-market manufacturers back.In this episode, we sit down with the CEO and Co-Founder of Sustainment, a software company that helps manufacturers manage supplier data, sourcing, and procurement in one centralized platform. As someone partnered with NAIA, Bret takes us through what the findings reveal about procurement and supplier challenges, technology adoption, and plans for the future.In a previous life, Bret was an Army infantry officer and served four tours in Iraq, which taught him a surprising amount about leadership and business. He shares his unique perspective on running a mission-oriented business that aims to support the resurgence of American manufacturing.In this episode, find out:Bret shares a little background on his military career and why he eventually wound up in the technology and defense manufacturing spaceThe biggest lessons Bret learned in the military about business leadership, creativity, initiative, and problem-solvingWhat led Bret to build Sustainment and how it solves wider problems facing American manufacturersWhy manufacturing and supplier relationship management is a team sport between procurement, suppliers, supply chains, and manufacturersBret explains why he partnered with the New American Industrial Alliance (NAIA) to help support a community of manufacturersWhy mid-market manufacturers are the backbone of the industry – plus how the industry is facing a resurgenceWhat the early findings of NAIA's survey reveal and why the workforce may not be the number one challenge we thought it wasHow manufacturing's success ties into the capacity and availability of materials and equipment, with a story of how COVID affected manufacturingWhat the survey tells us about manufacturing and new technology adoptionHow manufacturing leaders can tell their story and change the general public's view on what this industry is like todayWhat the survey shows about manufacturing's procurement outlook on tariffs, supply chains, and reshoringWhat manufacturers can do to prepare for the next 20-30 years and the tools they need to succeedEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going! Tweetable Quotes:"The combat power in American manufacturing is in entrepreneurial, small businesses spread throughout middle America... 70% of manufacturing employees work in the small business segment.""Manufacturing in this day and age is a high-tech industry... these are super high- paying jobs, working in high tech that allow you to build a great depth of knowledge and great skills.""Manufacturing gets done in a community. Every single OEM relies upon a trusted network of contract manufacturers and suppliers and people that are essential to what they sell to their customers."Links & mentions:Sustainment, an SRM for improving your sourcing and procurement efforts with tools built specifically for managing suppliers within manufacturingNAIA, New American Industrial...