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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
1314 episodes
Ford Struggles With Aluminum Tariffs, Waymo Stops In NYC, AI BS Meter
Episode #1314: Ford eats billions in tariff-fueled aluminum costs, NYC hits pause on robotaxis to protect drivers, and a new benchmark shows AI still struggles with common senseFrom NADA re FTC: “NADA expressed disappoint...
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12:28
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FTC = Failure To Clarify, Chargers On The Mend, Elementary Collision Repair
Episode #1313: An FTC webinar that raised more questions than answers, a new fix for broken EV chargers, plus collision repair education starting in elementary school.The much anticipated webinar hosted by NADA to, which ...
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13:00
Senators Say No To China, Training Techs To Talk, Stop-Start Shuts Down
Episode #1312: Lawmakers push to block Chinese EVs, TruVideo trains the next-gen tech to sell service with video, and stop-start tech may be on its way out as drivers—and regulators—hit the brakes.Three
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13:40
A Car Take Apart Day At A Science Center - And The Dealer Who Made It Happen
Today, we've got a special interview with Bill Knight of Bill Knight Automotive, about how he's built a culture of giving back to the community, and particularly the special event they've hosted with their local Discovery Center to bring in jun...
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13:03
OEMs Talk Affordability, Tesla Misses In Q1, Why Buyers Are Taking Longer Than Ever
Episode #1310: The market squeeze is real as affordability reshapes buying behavior across the board. Tesla feels the EV slowdown while Rivian pivots toward value, and new data shows Gen Z shoppers aren’t impulsive, just taking their time.<...
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11:08
Q1 Sales Cool, New Vehicles Debut at NY Auto Show, Artemis II Launches To The Moon
Episode #1309: The market cools after a hot start to 2025, the New York Auto Show brings fresh product and EV momentum into focus, and NASA launches humans back toward the moon for the first time in over 50 years.March...
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13:21
NY Auto Forum Takeaways, Hallway Conversations > Keynotes
Episode #1308: Live from the New York Auto Forum (brought to you by our friends at Force Marketing), we unpack the real conversations shaping the industry, and why sometimes a chat in a hallway is more impactful than anything said on stage (did...
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12:13
Live from the NY Auto Forum, Checking in on Chinese OEMs in Mexico, GM Bets On Big Gas Trucks
Episode #1307: Today we’re at the NY Auto Forum (thanks to our friends at Force Marketing) for a day of interviews and content with some of the industry’s finest. Plus, Chinese brands promise profits in Mexico but miss on execution, while GM be...
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9:43
$8B Off-Lease EV Loss, 800 Mile Range in 5 Minutes, Gen Z Ditches Brands
Episode #1306: A surge of off-lease EVs could bring billions in losses and create new opportunities for dealers. Meanwhile, battery breakthroughs are back in the spotlight, and Gen Z is reshaping how brands earn attention and loyalty.
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12:08
How A Weekly "Touch-A-Truck" Event Is Recruiting Employees 15 Years In The Future
Today, Head Writer Chris Reeves brings a story from our good friends at Carter Myers Automotive of how they do a weekly "Touch-A-Truck" event with the goal of showing kids that retail auto is an industry worth fighting to join.
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10:17
Doc Fees Must Be Included In Advertising, GM Grows Tech Number, Gen Alpha Starts Spending
Episode #1304: The FTC gave NADA clarity on their recent warning letters, GM has significantly cut down on their technician shortage and Gen Alpha is flexing their spending power.The FTC gave NADA direct clarity on advertising...
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12:46
China’s Dealer Meltdown, Stellantis Parking Police, AI Can't Actually Learn
Episode #1303: China’s price war is crushing dealers while a quirky Stellantis policy highlights a very different retail reality here at home. Plus, a new AI test reshapes how we define intelligenceChina’s brutal ...
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12:45
20 BYD Dealerships In Canada, Afeela Canceled by Sony-Honda Mobility, FedEx Goes Same Day
Episode #1302: BYD sprints into Canada with big retail plans amid tight EV quotas, Sony and Honda hit pause on Afeela as EV reality sets in, and FedEx jumps into the same-day delivery fight as Amazon raises the bar yet again.T...
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10:36
GM Takes Next Autonomous Step, EV and Hybrid Searches Surge, Zoox Expands
Episode #1301: GM hits the road with eyes-off autonomy testing, used EV demand rises as gas prices climb, and Zoox pushes into new markets while chasing Waymo in the robotaxi race.GM is putting its next
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11:40
(EP 1300) EV Deals Are Hot, GM's Charging Chain, A Strong Retail Year?
Episode #1300: EV bargains are stacking up as gas prices climb, GM patents a daisy-chain charger that could end the wait-time headache, and the NRF says retail is growing in 2026 but the spending power is concentrated at the top.Gas pric...
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10:48
How MileOneCares Makes Supporting Their Communities A Recurring Event
Today, Chris Reeves joins Paul and Kyle to talk about the monthly and weekly events that MileOne holds for their communities with car seat distributions and teen driver courses.
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10:31
John Bozzella Paints The Path For China to Bypass US OEMs
Episode #1298: The Alliance for Automotive Innovation CEO John Bozzella joins Paul and Kyle to discuss his automotive news op-ed that lays out the case for a recent Washington state piece of legislation that could pave the way for Chinese autom...
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16:17
Federal EV Fees Incoming?, $50B EV Hangover, Uber Bets Big on Rivian
Episode #1297: The EV world is getting hit from all sides — punishing fee proposals, $50 billion in industry write-downs, and a bold $1.25 billion Uber-Rivian robotaxi bet.A growing wave of state and federal
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12:11
GM Pivots to Battery Storage, VinFast Shrinks Its Dream, Nvidia Scales Autonomy
Episode #1296: GM and LG retool for energy storage as EV demand cools, VinFast restarts its North Carolina factory with a fraction of the jobs promised, and Nvidia adds four major automakers to its autonomous driving platform....
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12:00
FTC Compliance Fallout with Ted Smith of FLADA
Episode #1295: Automotive trade associations nationwide are rallying dealers around FTC advertising compliance and we're joined by Ted Smith of FLADA.Don Hall and the Virginia Automobile Dealers Association responded to Friday...
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17:22
FTC Warns Dealers Over Advertising, The $1K Negotiator, BYD Eyes North America
Episode #1294: The FTC puts 97 dealership groups on notice over deceptive advertising, a former car salesman is making $200K a month helping car buyers negotiate deals, and BYD is quietly building a path into North AmericaThe ...
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19:05
Free Oil Changes For A Bag of Food Donations
Today, Chris Reeves joins Paul and Kyle talk about how the Mitchell Automotive Group supported the Christian Mission Center ‘Stock the Pantry’ by offering free oil changes on Wednesday to anyone who brought in a bag of food donations.
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8:12
Honda’s $15B EV Reset, Rivian Bets on R2, Farley Fights for the Clutch
Episode #1292: Today we unpack Honda’s massive $15.7B EV write-down and pivot back to hybrids, Rivian’s make-or-break R2 SUV aimed at the mainstream market, and Ford CEO Jim Farley’s vow to keep the manual Mustang aliveShow N...
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16:00
Starboard Puts CarMax on Notice, Carvana Goes Hollywood, Lucid's CarPlay Win
Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy.
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11:17
75 Day Supply, Honda's Identity Crisis, AI Bully Wanted
Episode #1290: Guest host Jamie Butters joins as we cover New-vehicle inventory hits 3 million units but slower sales are aging the lot. Honda begins importing cars from four countries. And a startup will pay you $800 to spend a day bullying AI...
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14:19