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

  1. 17H AGO

    Monthly Payments At $760, Kazakhstan Grows, Sinek on Leading Gen Z

    Shoot us a Text. Episode #1226: We’re talking rising auto prices and longer-term debt in the U.S., Kazakhstan’s record-setting manufacturing momentum, and Simon Sinek’s take on why Gen Z might be the most rational workforce yet. As new car prices have climbed 33% since 2020, affordability is slipping out of reach for many. Buyers are stretching loan terms to eight, nine, even ten years—trading short-term relief for long-term debt.Average new vehicle price broke $50K this fall, up from under $38K in early 2020.Monthly payments now average $760; rising prices and high interest rates are fueling defaults.One-third of buyers now take loans of at least 72 months; some exceed 100 months, especially on pickups.Automakers are lowering prices and leaning into base trims—Ford's Maverick jumped 76% in November sales. Kazakhstan’s automotive sector is on a record-breaking run. Through the first 11 months of 2025, vehicle production has already topped the full-year total from 2024, signaling both rising demand and growing sophistication in local manufacturing. With nearly $4 billion in output, the industry is becoming a major economic engine.From January to November, Kazakhstan built 146,163 vehicles valued at $3.9B—a 15.7% jump from 2024.November alone set a monthly record with 22,580 units produced worth $601M, up 25.5% year-over-year.Auto manufacturing now makes up 41.7% of the country’s entire machine-building sector, up from 2024.Growth was led by Allur (79K+ units) in Kostanay and Hyundai plants in Almaty and Shymkent (up 26.7%), including those operated by our friends at Astana Motors Simon Sinek and Garry Ridge are taking aim at the "lazy Gen Z" stereotype. In a recent podcast conversation, the leadership thinkers argue that Gen Z’s workplace demands are less about entitlement—and more about a rational response to broken corporate trust.On A Bit of Optimism, Sinek says Gen Z’s need for upfront value stems from growing up in a world with "no loyalty from the company."Ridge, former WD-40 CEO, agrees: leaders must build trust and ditch outdated performance models.Both advocate for regular coaching check-ins over once-a-year reviews.Gen Z doesn’t want delayed recognition—they want feedback, growth, and transparency now.“I don’t want to wait 364 days for you to tell me what I should’ve done better,” said Ridge Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/ 0:00 Intro with Paul J Daly and Kyle Mountsier 4:21 Average Monthly Payments ar 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/

    14 min
  2. 18H AGO

    Why Dealers Will Win, Frozen Waymos, Gen Z Loves Holiday Shopping

    Shoot us a Text. Episode #1225: Cars Commerce’s Alex breaks down why the future isn’t car vending machines, Waymo robotaxis freeze during a San Francisco power outage, and Gen Z embraces the holiday experiences. Show Notes with links: In a reflective interview, Cars Commerce leader Alex encourages dealers to use better tech to get leaner, faster, and more customer-friendly. Alex says the next wave of dealership tech has to reduce SG&A and improve operational efficiency, not just add more dashboards.He calls out a stubborn reality: sales per salesperson hasn’t improved in about a decade, even as tools multiplied — and says AI should finally change that.He pushes back on the “dealers hate change” narrative, arguing dealers are highly adaptable entrepreneurs who will adopt what actually helps them win.The consumer journey gets more complicated closer to purchase, with more indecision around vehicle feel, color, space, and drive — meaning the funnel “widens” at the end.His bottom line: the winning model is omnichannel that finishes with a strong local dealer, saying, “I don’t think the consumer wants a vending machine… they want an online experience that finishes with a local partner.” Waymo’s driverless ride service ran into a very human problem this weekend: no power. A widespread outage across San Francisco left robotaxis frozen mid-ride, snarling traffic and raising fresh questions about how autonomous vehicles handle chaotic, real-world conditions.A power outage knocked out traffic lights across San Francisco, with social media videos showing multiple Waymo vehicles stopped in intersections with hazard lights flashing.One rider said his Waymo handled quieter streets but abruptly stopped at a dense intersection with dark signals, offering no warning or explanation. New research shows Gen Z shoppers are bringing life back to malls and stores this holiday season, showing up for the vibes, the memories, and the experience.Lightspeed Commerce found nearly 80% of consumers ages 18–24 say the “holiday experience” is important to them, driving a return to physical stores.Sixty-seven percent of Gen Z shoppers said festive elements like music, décor, scents, and displays make them stay longer — nearly double the rate of shoppers over 65.For younger consumers, in-store shopping is social, with photo-taking, video content, and sharing moments with friends cited as major draws.Those experiences convert to sales: 58% of Gen Z and 55% of younger millennials are more likely to buy when stores add small seasonal touches like gift wrapping, hot drinks, or events.Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/ 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/

    17 min
  3. 3D AGO

    Passing The Baton: ⁨Cars Commerce⁩ CEO Alex Vetter on Leadership, Trust, & Letting Go

    Shoot us a Text. What does real leadership look like when it’s time to let go? In this reflective conversation, Paul sits down with Alex Vetter as he prepares to hand the baton after decades of leadership at Cars.com and Cars Commerce. The episode opens with a simple moment—Alex helping carry a couch onto a stage—that quietly captures his leadership philosophy: no job is beneath you when you’re building something that matters. From the early days of dial-up internet and widespread distrust of online commerce, Alex recounts the controversial decisions that defined his tenure, including publishing invoice pricing and choosing transparency long before it was popular. As the conversation unfolds, Alex zooms out on the industry he helped shape. He challenges the idea that dealers resist change, explains why the car-buying funnel gets more complicated—not simpler—near the finish line, and shares why the “vending machine” vision of auto retail misses the human reality of the last mile. Most importantly, he reflects on succession: what it takes to trust the next leader, why he’s confident in the future under Toby’s leadership, and why this moment feels less like an ending and more like acceleration. 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/

    18 min
  4. 4D AGO

    Cars Commerce Leadership Transition, Lucid Debuts Used Car Program, Consumer Joy Deficit

    Shoot us a Text. Episode #1223: Cars Commerce lines up its next CEO as a new chapter begins for dealer tech. Lucid’s factory-backed used pricing puts EV depreciation in plain sight. And even as consumers keep spending this holiday season, a growing “joy deficit” reveals how tired—and cautious—shoppers really are. Show Notes with links: Our good friends at Cars Commerce are teeing up a major leadership transition. Longtime CEO Alex Vetter will hand the keys to Tobias “Tobi” Hartmann in early 2026, marking the end of an era and signaling a renewed push around growth, digital tools, and AI for dealers.Hartmann brings 25+ years of experience leading global marketplaces, most recently as CEO of Scout24 and previously at HelloFresh and eBay Enterprise.Alex Vetter, who has been with Cars.com since its 1998 launch, will step down after transforming the company into a vertical SaaS and marketplace platform for dealers.Under Vetter, Cars Commerce expanded through acquisitions like Dealer Inspire, AccuTrade, and DealerClub, strengthening its dealer-facing tech stack.Alex Vetter: “I’m confident that Tobi will continue our momentum for the next chapter of firsts. He will be a tremendous leader for this next phase of growth.” Lucid just launched its first factory-backed used-car program, and the pricing is doing more talking than the marketing.Lucid Recharged is the brand’s certified pre-owned program for the Air sedan, with the Gravity SUV coming later.Eligible cars must be single-owner examples under 62,000 miles and pass a 160+ point factory inspection.Pricing is the headline: a 2023 Air Pure with ~20,000 miles can land in the mid-$40Ks versus a new MSRP just under $71K. Consumers are still spending this holiday season—but they’re not exactly enjoying it as a new Retail Dive report says shoppers are leaning heavily on credit and BNPL.Katie Thomas of the Kearney Consumer Institute summed it up bluntly: there’s a “real joy deficit for consumers,” driven by high prices and constant anxiety-focused messaging.Despite steady spending, consumers are fatigued, stressed, and increasingly reliant on credit, resale, and “dupe” gifting to get through the holidays.Shoppers feel stuck in an echo chamber of stress—online, in ads, and in daily life—where everything is expensive and brands keep reminding them of it.“Getting emotional doesn’t have to be serious,” Thomas noted0:00 Intro with Paul J Daly and Kyle Mountsier 6:05 Cars Commerce Announces Leadership Transition 9:52 Lucid Launches CPO Program 12:31 The Joy Deficit In Retail Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coveraJoin 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/

    16 min
  5. 5D AGO

    A Bifurcated 2026, Tesla Misled Customers With FSD

    Shoot us a Text. 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 links: Cox Automotive says the auto industry beat expectations in 2025, but 2026 will be shaped by fragmentation everywhere—from consumers and labor to policy, EVs, and AI. The result is softer volumes, tighter margins, and a market that rewards precision over optimism.The 5 big forces at play: A bifurcated consumer trading down, a stagnant job market, inflation easing but Fed uncertainty lingering, shifting policy and an EV incentive cliff, and AI hitting an operational inflection point—all pulling the market in different directions.New-vehicle volumes reset lower: Cox forecasts 15.8 million SAAR in 2026, down 2.4% YoY, signaling the high-15 million range as the new normal rather than a temporary dip.Retail, fleet, and leasing cool: New retail sales fall about 1.5%, fleet declines more sharply, and lease penetration drops toward 21%, the lowest level in three years as EV tax credits and leasing loopholes disappear.Used remains the pressure valve: Total used sales dip roughly 1%, but tight retail inventory and affordability concerns keep demand steady, pushing more shoppers toward lower-priced vehicles.Wholesale values normalize: Cox expects the Manheim Used Vehicle Value Index to rise 2% by the end of 2026, pointing to normal depreciation—with growing EV volume adding pricing complexity. California regulators ruled Tesla misled consumers with its “Autopilot” and “Full Self-Driving” marketing, giving the automaker 90 days to fix its language. The case briefly threatened Tesla’s ability to sell cars in the state, but stops short of halting production.The DMV ordered a 30-day suspension of Tesla’s dealer license, which would prevent Tesla from selling vehicles directly to consumers in California if it goes into effect.That dealer suspension is stayed for 90 days, meaning Tesla can keep selling cars as long as it updates its advertising and disclosures within that window.A separate manufacturing license suspension—which could have affected Tesla’s ability to build vehicles in California—was permanently stayed and will not take effect.Regulators say Tesla’s use of “Autopilot” and “Full Self-Driving Capability” implied autonomy that doesn’t exist, creating unsafe assumptions for drivers.Tesla pushed back strongly, saying no consumer complained and stating, “Tesla has never misled consumers.” Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/ 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/

    11 min
  6. 6D AGO

    GM’s Autonomy Push, Used EVs Win November, Elon Musk Gets Richer

    Shoot us a Text. 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 year after pulling the plug on Cruise robotaxis, GM is rebooting autonomy with a very different endgame. Instead of ride-hailing, the focus is now on hands-free, eyes-off driver assistance designed to scale across consumer vehicles.GM has deployed 138 test vehicles — Cadillac Escalade IQs and GMC Yukons — equipped with lidar, radar, cameras, and advanced computing to collect real-world driving data across the U.S.Cruise’s technology and talent have been merged with GM’s Super Cruise team, signaling a full pivot away from robotaxis toward scalable driver-assistance for retail customers.The goal is a Level 3 “eyes-off” highway system debuting on the Escalade IQ around 2028, with plans to expand across brands and vehicle sizes.Jason Ekelmann of GM’s advanced vehicle integration team: “It’s that we’re coming together to do something unique and awesome and really, really hard.” November revealed a split EV market. New EV buyers slowed down and waited for clarity, while used EV shoppers kept moving. The contrast highlights where confidence is building — and where the industry is still adjusting to life after heavy incentives.New EV sales cooled to about 70,000 units as shoppers paused amid tax credit changes, pushing new inventory to 149 days’ supply and forcing incentives back into play.Used EVs told a different story, with sales up 14% year over year to more than 28,000 units in November.Used EV pricing averaged around $36,000, with many mainstream models now below $30,000, while supply stayed tight at 46 days, supporting healthier resale confidence.Cox Automotive’s Stephanie Valdez Streaty framed it simply, saying the industry is “adjusting to a post-incentive environment.” Elon Musk just crossed a line no one else ever has. A new SpaceX valuation pushed his net worth past $650 billion, moving him closer to becoming the world’s first trillionaireSpaceX launched a tender offer valuing the company at $800 billion, doubling its valuation since August and setting the stage for a potential 2026 IPO that could value it near $1.5 trillion.Musk owns roughly 42% of SpaceX, making that stake worth about $336 billion and now the largest single contributor to his net worth. Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/0:00 Intro with Paul J Daly and Kyle Mountsier 3:40 GM Building 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/

    13 min
  7. DEC 16

    Is Paul Furious With Ford, HGreg Goes Lux, GM Rewards Hack

    Shoot us a Text. 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 loophole wipes out a loan. Show Notes with links: Ford just hit the brakes on its EV ambitions, announcing nearly $19.5 billion in charges as it pivots away from loss-heavy electric trucks.Ford will discontinue the all-electric F-150 Lightning, replacing it with an extended-range electric version that includes a gas engine.Its Kentucky EV battery plant will be repurposed to produce stationary battery storage for utilities, data centers, and renewable energy projects.The company has already lost $13 billion on EVs since 2023, and intends to shift to more hybrid and EREV models, including a mid-size pickup expected to launch in 2027.CEO Jim Farley: “Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting. “We now know enough about the U.S. market where we have a lot more certainty in this second inning”  Canada-based dealer group HGreg has opened a Lux boutique inside its flagship Orlando used-car store, betting that high-line buyers want a premium experience without leaving the pre-owned ecosystem.The new HGreg Lux Orlando is a dealership-within-a-dealership, marking the group’s fifth Lux location across Florida and California.HGreg is leaning into convenience and flexibility with same-day delivery, contactless buying, and even cryptocurrency payments.CEO John Hairabedian framed the move as emotional as much as strategic, saying, “For many of us, driving a luxury car is one of life’s most memorable moments.” GM’s loyalty program briefly turned into free money. A loophole in GM Rewards let users generate millions of points without spending a dime—most notably a Cadillac Escalade-V owner who used nearly $60,000 worth of points to pay down a GM Financial loan before GM shut it down.Users could earn up to 16,000 free points per account by completing surveys and watching GM videos, then repeat the process by creating new accounts.Points were instantly transferable, allowing millions to be stacked in minutes and funneled into a single account.The biggest problem for GM: points could be redeemed on service, accessories, and even vehicle loans—not just swag.Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/ 0:00 Intro with Paul J Daly and Kyle Mountsier 4:06 Ford Ditches EV Trucks for Hybrids and EREVs 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/

    15 min
  8. DEC 15

    Carvana is Stellantis, Mexico Blocking China, Tesla Robotaxi in Austin

    Shoot us a Text. 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. Carvana’s push into franchised retail continues as it acquires South Atlanta CDJR‑Fiat, marking its fourth traditional dealership buy of 2025. Once known for vending machines and used cars, Carvana is rapidly becoming a notable player in new‑car retail.The store, now Carvana CDJR of South Atlanta, sits in Union City, GA, just outside Atlanta.It was acquired from Houston‑based ZT Corporate, a group ranked 132nd among U.S. dealership organizations.The aggressive expansion comes on the heels of a Q3 record: $5.6B in revenue, up 55%, and 155,941 used units sold—a 44% increase YoY.Carvana has said it’s “always experimenting” and views select dealership acquisitions as tests to learn how to “provide great customer experiences” in a franchise setting. Mexico is drawing a bold line in the sand, approving sweeping new tariffs with some aimed squarely at imported Chinese cars.Chinese vehicles will now face a 50% import tariff, the highest among 1,400 affected products.The policy is seen as a direct defense against a surge of low-cost Chinese EVs and ICE vehicles entering Latin America.Mexico’s auto industry has voiced support, fearing China’s growing presence could erode market share and local jobs.Beijing slammed the move as “protectionist” and warned of possible retaliation. The future Elon Musk promised is officially rolling through Austin — driverless, empty, and already controversial. Tesla has begun testing its Robotaxi platform without a human behind the wheel or even a safety monitor in the car, marking its most aggressive autonomy move yet.The sighting appears to involve a Model Y testbed rigged for Tesla’s upcoming Robotaxi platform.Elon Musk confirmed: “Testing is underway with no occupant in the car.”This marks the first known on-road test without a safety driver or passenger.According to NHTSA filings, Tesla’s Robotaxi tests in Austin have already logged a crash every ~62,000 miles — with safety monitors still inside. Thank you to today’s sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/ 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/

    13 min
5
out of 5
30 Ratings

About

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

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