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
- Update frequency
- every day
- Average duration
- 14 minutes
- Episodes
- 1142
- Years Active
- 2021 - 2025
Dealer Trust Results, Gen Z plus F&I
It’s the second of five Friday’s in March and we’re talking about the results of a new Dealership Trust Survey. We also get into some specifics on Gen Z’s preferences in the F&I proce…
Carvana Not Focused on Growth, Leaked Rivian Release,
It’s Thursday and we’re talking about Carvana’s strategic pivot from growth to efficiency. We’re also talking about Rivian’s leaked release details of today’s R2 drop
Show Notes with l…
GM’s Hydrogen Play, Physical Button Comeback, Target Subscription
Welcome to a beautiful Wednesday in Retail Auto as we talk about GM’s collab with the US Department of Energy on hydrogen powered vehicles. We also talk about Europe’s efforts to enha…
Store Count Down-Throughput Up, AI Credit Misquotes, Cybertruck Sale Rebellion
Welcome to Tuesday as we talk about franchise dealership count going down while throughput goes up on the other side of the seesaw. We also talk about Dealer complaints about the use …
This OEM Cares More About Consumer Demand Than EPA Fines
Happy first week of the month (and happy birthday to our very own Paul Daly). Today, we’re covering Toyota’s concern over consumer demand, the fastest EV charger ever and robotaxis ro…
A Fashion Show at a Dealership? Yes, Please...
Writers Chris Reeves and Kristi Canada join the show today to tell about a Regina, Saskatchewan dealership that turned its showroom into a catwalk. Regina Mercedes hosted a night of C…
It Wasn’t Amazon Who Bought that 244k Cybertruck
It’s the first day of March and we’re talking about Dealer concern over the growing Amazon-Hyundai partnership. We’re also discussing new entrant EV makers Fisker and Polestar’s curr…
Apparently Car Shoppers Care About This, ICE Green Winner, Surge Burger
AppleCar Sendoff, BYD Ditches US Market, Market Pricing
Big shifts are everywhere on this day before the leap year day as Apple cuts the bait on the AppleCar, BYD has announced they will not be pursuing the US market, and Jag-Land Rover ar…
Loyalty is BACK, Toyota Engine Captures Carbon, Small Biz Owners
It's Tuesday and we’re talking about customer loyalty coming back according to a new market study. We’re also covering a Toyota engine that actually captures carbon, as well as the re…
Extinction-Level Event, Craigslist Markup, Get A Free Donut
It’s a fine Monday on this final week of February as we talk about the efforts to stave off a massive wave of potentially industry-killing EVs. We also get back to the new car markup …
How To Manage A Chaotic Saturday at the Dealership, According To Disney
Kyle Mountsier is home from vacation, after spending a week at Disney with his family. And of course, he has some takeaways.
He saw employees stay cool and collected. They smiled. They…
VinFasts Optimism, 40k Toyota Incentive, Dealer-Governor in WV?
It’s Friiiiday and we have guest host Daniel Govaer to talk about the optimism of VinFast despite Q4 losses, 40k on the hood of one Toyota, and the potential to have a Dealer - Govern…
UAW Cracks Piggy Bank, Rivian Layoffs, Delta Deploys Porsche 911s
It’s Thursday and we have guest host Steve Greenfield again to talk about the UAW’s stated intention to invest big in organizing new plants. We also cover Rivian’s sales predictions a…
Guest Host Todd Caputo, Ford Slashes Mach-E Prices, Standalone Used
Today we welcome special guest host Todd Caputo to talk about the resilience of physical standalone used car models as well as some big price adjustments from Ford on their Mach E
Show…
A Little Less Electric, Triple Incentives, The End of Free Shipping
We’re rolling into Tuesday as guest host Steve Greenfield joins Paul to discuss relaxing government requirements on EVs. We also dig a little more into the broader EV numbers, as well…
IRS EV Tax Credit Rollercoaster, Deez Benz Prices, Recycling Run-Back
It's President's Day and the Auto Industry is feeling patriotic as we discuss the rocky start for EV tax credit transfers, Mercedes-Benz's strategy navigating luxury and mainstream ma…
A 2025 Corvette E-Ray Helped This Dealer Support Toys for Tots
As is our Saturday tradition, writers Chris Reeves and Kristi Canada join the show to talk about the shinier things in the auto industry, the people!
Today, we're highlighting the Cioc…
ASOTU CON Speaker On Fallon, CARS Big Insights, Farley on Ford
We’re screaming toward the end of another great week in auto as we talk about a great new insights report from our friends at CARS Commerce. We also talk about Jim Farley’s rather dir…
BYD’s Strategic Move, Advanced EV Tax Credits, Returning Vision Pro
It’s Thursday and we’re talking about Ford’s comments on BYD’s strategic move to North America. We also cover the IRS’ issuance of advanced tax credits as well as Apple fans returning…