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 10, 2026 15 mins
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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Episode #1405: Tesla posts record deliveries while doubling down on AI, Ford embraces Apple to make affordable EVs more compelling, and a coalition of industry giants launches a nationwide effort to solve the technician shortage Show Notes with links: ...
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Episode #1404: The nation's No. 2 auto retailer looks to go private in a $3.8 billion deal, a viral TikTok perpetuates the stigma that dealers are the problem and Ford teams up with Carhartt, Google, and BlackRock to invest in the next generation of sk...
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Episode #1403: GM raises guidance as North American profits jump 43%, despite ongoing EV-related charges. Independent repair shops struggle to keep pace with increasingly complex vehicles. Plus, South Korea’s Hyundai department store is betting that di...
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Episode #1402: Polestar dealers demand answers as the EV brand abandons the U.S., Stellantis recruits new leaders to revive Jeep and Ram, and back-to-school shoppers prove convenience is the new value as families spend more but shop smarter. Show Notes...
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Episode #1401: The UAW's federal monitor may be sticking around longer, Amazon's Zoox recalls every robotaxi after one drove into a smoke-filled fire scene, and author Dave Eggers makes the case for protecting your authentic voice in the age of AI. Sho...
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Episode 1400: Chris Reeves joins Kyle to break down NADA's $3M donation to the American Cancer Society, why it matters, and how the auto industry continues to make an impact beyond the showroom. NADA is putting the industry's commitment to community ( ...
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