Make Meeting Melody, Closing Out January, Cybertruck Volume Not Until 2024

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We’re rolling into the last 2 days of the month with a full head of steam as NADA is over and the work of the industry gets a speed boost. We’ll be giving some ‘day after’ insights, covering what happened in the make meetings, and talking about some cyber-delays. 

• What Happened in the Make Meetings and beyond?
  • Ford loosened restrictions on lower tier of EV dealers
  • Hyundai is up to 5.2 percent market share from 4.9 percent at the end 2022
  • Nissan says popular Ariya model will continue to be in tight supply
  • No questions at Toyota meeting
  • Grumpy dealers at the Mercedes meeting
  • Hyundai cuts ties to low price positioning
    • At super session, alluded to plans to sell through Amazon, deliver through dealer network 
  • Charlie Hall is in his 1st year as the VW National Dealer Advisory Council and is advocating heavily to sell Scout vehicles through VW Dealers
    • "We were completely caught off guard with the announcement and then the lack of information that came after that announcement," Hall said, adding, "We want Scout vehicles to be in our VW showrooms."Hall said VW dealers have been requesting for decades the types of vehicles that Scout plans to launch. The brand's existing dealer network "can execute the Scout vision. And we have an idea of what that is, because we share that same vision," he said. "We've been looking for that kind of product to be in our showroom for a long time. It dovetails perfectly with the rest of our lineup."
• Elon Musk says not to expect meaningful production of the long awaited Cybertruck until 2024. 
  • "The start of production is always very slow," Mr. Musk said on an earnings call, adding, "So I wouldn't put too much stock in start of production. It's kind of when does volume production actually happen, and that's next year."
  • Production will begin this year
  • Tesla is also working on a new platform with details to be released in March

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.

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