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
Auto Intel, Dropped EV Base Price, Baller Billionaires
This Friday is a blend of volatility and stability as we talk about the latest auto Intel report, EV pricing taking a big step forward by taking a big step backward, and which billion…
Ford’s Farley Predicts Consolidation, Sandberg Says ‘Goodbye’, Used Cars Get Softer
The key word for this Thursday’s show is ‘transition’. From Ford CEO, Jim Farley’s recent talk, to a massive leadership move for Meta, to Used Car indicators; we are moving from one t…
Reimagining the Showroom, EV Charger Dollars, Global Labor Competition
We’re coming off of a day in the dirt as we spend the day in and out of a dozen showrooms. So today, we’re talking about showroom flow, EV charging stations lagging behind expected de…
Current Labor, Chip, and Battery Shortages Explained & Delorean not Stopping Short
Summer is here for many, but shortages are persisting. Today we talk through some of the reasoning. We also talk about the legendary Delorean that is about to spread its EV (gull)wing…
Giving Proper Credit, Dealer Principles Grilling Hot Dogs, Snapping Sales Selfies
This Memorial Day we're giving credit where credit is due. And that is to those brave men and women who gave so much so that we could enjoy the freedoms of Memorial Day. Also, our hea…
OEM Programs, ASOTU CON is Coming, & Carvana Back in Illinois
Memorial Day weekend has unofficially begun. We are joined this morning by Matt Lasher with the West Herr Group to talk a bit about marketing and OEM programs. Time to gear up for a h…
DMSC Wraps, NADA and State Associations grill VW, 100 Year Battery
It’s Thursday, folks! As we round the corner this week we’re talking about takeaways from Brian Pasch’s DMSC conference in Napa, the strength of Dealer associations and NADA showing u…
The Drone Packages are Dropping, Hacking GM, Third Party Transactions
Today we cover the breakout horse in the drone package delivery race, talk about the simple ‘why’ behind the recently discovered GM consumer hack, and discuss some 3rd party online tr…
Mercedes Cuts Dealers in Europe, Starbucks Leaves Russia, Oh ‘SNAP’s Earnings
It’s a brand-spanking-new Tuesday to make some trouble as we take a look across Auto Retail, marketing, and all retail this morning. From big moves in Europe that give us warning, to …
VeeCon, Web3, Mercedes Activates Charity, Amazon Packages from Malls
This Monday, we’re walking with our heads up, and eyes scanning the horizon as we summarize Paul’s recent trip to the Web3 conference, VeeCon. We also talk about Mercedes getting crea…
Kramer in a Driverless Car, Jim Farley Pod, Exchanges approach bear market
With Paul on the ground at VeeCon, we hear from him and invite Brian Kramer to the show. We are talking cars with ghosts (seemingly), a new podcast to listen to, and how markets are i…
Musk Is Mad, Subprime Stumbles, Workplaces Come Alive
Today’s flyover is a target-rich environment with a wide swath of news. In order to keep it under 12 hours, we’re talking about Tesla getting kicked from the ESG index (we’ll explain)…
Interest Hikes, Carvana Suspension, Cadillac Kids
Working through a Wednesday of movement and stalling as we talk about the Fed’s position and posture toward inflation. We also talk about Carvana’s license suspension in Illinois, and…
Hacked Teslas, Home Depot Sees Fewer Shoppers, & Dealer Consolidation
Tuesday’s are for Troublemakers as we talk about the revealing of a new Tesla hack with broader implications, Home Depot is seeing fewer customers but higher revenue, and the great De…
VW’s Non-Dealer Brand, Peloton Backpedals, CarGurus’ ‘Digital Deal’, McDonald’s Quits Russia
There is a lot to talk about this Monday as we survey the retail landscape across fast food, fitness, Auto OEM’s, and publicly traded auto retail including Vroom’s rightsizing and Car…
Saturday Sales w/ Erikka Tiffany Wells
How to have a stronger Saturday in just 74 seconds. STEP 1: Listen to Erikka on todays show. STEP: Do what she says. That is all.
Join Paul J Daly and Kyle Mountsier every morning fo…
Crypto Bathing, Wire Harness Resilience, ESPN - DTC Plans
It’s a retail consumer facing kind of day as we talk about some major shifts of recent norms. We dive into crypto’s current fallout as well as Disney’s ad-supported strategy for a com…
Toyota adjusts profit targets, Retail Auto stepped up, & Flying cars!?
We’re back in our respective Nashville and Syracuse saddles today as we give a flyover of the on-the-ground reaction of the Retail Auto Industry to the Carvana layoffs as well as Toyo…
Gone is the iPod, Carvana in the News, & the VW Scout back as an EV
Digital Dealer may be wrapping up today, but the automotive industry has a full head of steam. For those that are iPod historians, we have a sad truth hitting the airwaves today. From…
LIVE at Digital Dealer, Tampa, Ford Sells Rivian, F1 in Miami, Crypto Crashes
We are brimming with pride after seeing so many incredible people from across automotive yesterday. This industry really is incredible, and being in person with so many of the brighte…