Automotive State of The Union

Automotive State of The Union

Paul J Daly and Kyle Mountsier don’t just read headlines, they make the most important connections across car dealerships, general retail, tech, and culture. The goal? To help automotive leaders think clearer and move faster in a world that refuses to slow down. Whether you’re running a rooftop, building a brand, or just trying to keep up with everything shifting in the business of selling cars, this is your regular stop for a shot of news, insight, and a little bit of chaos…always rooted in people-first thinking. From the showroom to Silicon Valley. From Wall Street to Main Street. Paul and Kyle connect the dots, keep it real, and make it make sense. Learn more at https://www.asotu.com

Episodes

August 17, 2026 11 mins
Episode #1425: Sonic is turning down margin to turn up used-car volume, Chinese automakers are looking overseas as sales struggle at home, and a $25 million dealer lawsuit is challenging Polestar’s explanation for its potential U.S. exit. Show Notes wi...
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Episode 1424: Chris Reeves joins the show to share how Fred Beans Automotive contributed to the Red Cross and helped fight the on-going blood shortage with a drive that raised 282 units of blood and has a mobile service twist
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Episode #1423: We’re wrapping up the week with EVs coming at the market from two very different angles: Tesla is back above 60% market share while Kia introduces a sub-$30K EV with over 300 miles of range. Plus, we close out our time at NAMAD with our ...
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Episode #1422: As NAMAD starts to wind down, we’re looking to the West Coast, where Steve Greenfield dropped a stat at Amplify that had the room go breathless. Show Notes with links: AI may be the shiny object, but the bigger story from Reynolds and Re...
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Episode #1421: We’re live from Miami at the 46th NAMAD Annual Meeting, where community, opportunity and the next generation of dealership ownership are front and center. Paul and Kyle sit down with CarRx President Shane Wilson to talk about customer re...
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Episode #1420: Ford previews a $25K crossover for 2029, why the return of lease returns is great news for Penske, plus Nissan’s AI-powered factory cameras that are watching workers. Show Notes with links: Ford is circling back to the affordable end of ...
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Episode #1419: We’re kicking off the week with Steve Greenfield’s optimistic take on technology and AI, plus Volkswagen’s very American plan to grow its U.S. presence with a pickup truck, and EV lessees discovering their once-in-a-lifetime deals may ac...
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Episode #1418 Today, Chris joins Paul to talk about West Herr Subaru of Orchard Park and Lockport spending the day at Cradle Beach's Sunshine Day camp, playing games, making s'mores, and helping campers make bracelets. West Herr topped it off with a ch...
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Episode #1417: Today we meet a 14-year-old already building his path toward dealership ownership, examine buyers who are shopping longer and prioritizing price, and look at the leadership risks that emerge when executives trust AI more than their own p...
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Episode #1416: Today we unpack dealer concerns about Carvana’s expanding Stellantis experiment, Ram’s premium-priced return to street-truck performance, and Telo’s Mini-sized electric pickup claiming enough towing power to beat a standard Cybertruck. C...
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Episode #1415: Today we’re tracking margin pressure across the largest dealer groups, Lithia’s behind-the-scenes push to improve affordability and efficiency, and LinkedIn’s new user-powered effort to clean AI slop out of the feed. Average gross profit...
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Episode #1414: Toyota raises its outlook and launches a massive share buyback, GM appears to reconsider its CarPlay and Android Auto phaseout, and consumer sentiment improves even as high prices continue to squeeze household confidence. Toyota is raisi...
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Episode #1413: Today we’re talking about Toyota turning Akio Toyoda into an AI management coach, why fewer Americans are leasing vehicles, and Rivian’s R2-fueled quarter as revenue improves, losses narrow, and cash burn remains firmly in the passenger ...
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August 1, 2026 9 mins
Kicking off the first day of a new month is always a special time. Today, Paul, Kyle, and Chris talk about the meaning of a five-Saturday month and also dive into what a very special group of Chevy dealers in Upstate New York is doing to serve a very s...
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Episode #1411: California hybrids reclaim the lead over EVs, Tesla reportedly weighs separating its China business ahead of a potential SpaceX merger, and record trade-in equity gives dealers and buyers more room to make a deal. California buyers are p...
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Episode #1410: Today we’re talking about Carvana’s record-setting quarter and massive growth ambitions, Zoox becoming the first paid U.S. robotaxi approved without human controls, and a hands-on summer camp helping middle schoolers discover the skills ...
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Episode #1409: Ford raises its profit outlook despite slowing sales, GM bets AI will revolutionize vehicle development, and new research shows consumers aren't anti-AI—they just want honesty. Show Notes with links: Ford says fewer sales don't mean weak...
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Episode #1408: Toyota assesses earthquake impacts in Japan, Ford jumps back into military vehicle development, and a new McKinsey study reveals affordability is squeezing buyers while technology—not brand loyalty—is increasingly driving purchase decisi...
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Episode #1407: Dealership buy-sell activity surges even as profits normalize, GM proves subscriptions are becoming a serious profit center, and Waymo's robotaxis discover that finding a legal parking spot might be harder than driving themselves there. ...
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Episode 1406: Chris Reeves joins on this Saturday episode to talk about his chicken adventures and then share how regional Western New York Dealers have been working together to donate a van every year to a worthy non-profit.
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