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
Podcasting since 2021 • 1222 episodes
Automotive State of The Union
Latest Episodes
A Bifurcated 2026, Tesla Misled Customers With FSD
Episode #1222: Today we break down Cox Automotive’s 2026 forecast and why fragmentation is becoming the industry’s defining theme. We also cover California regulators taking aim at Tesla’s Autopilot language.Show Notes with li...
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11:25
GM’s Autonomy Push, Used EVs Win November, Elon Musk Gets Richer
Episode #1221: Today we break down GM’s post-Cruise autonomy reboot, why used EVs are quietly outperforming new ones as buyers regain confidence, and how a soaring SpaceX valuation has pushed Elon Musk’s wealth past $650 billion.A y...
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13:17
Is Paul Furious With Ford, HGreg Goes Lux, GM Rewards Hack
Episode #1220: Ford slams the brakes on big EV bets and kills the Lightning, pivoting to hybrids and EREVs. HGreg proves luxury buyers don’t need a separate dealership—just a smarter one. GM learns loyalty points are real money after a rewards ...
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15:04
Carvana is Stellantis, Mexico Blocking China, Tesla Robotaxi in Austin
Episode #1219: Carvana adds another CDJR store as its retail expansion heats up. Mexico hits Chinese auto imports with a crushing 50% tariff. And Tesla tests its first fully driverless vehicle on the streets of Austin — no humans required.<...
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13:08