The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Shoot us a Text.On this Saturday before the Super Bowl, we're talking about the More Than Cars Super Bowl Charity Smack Down.The auto industry is getting competitive, but this time, it's not about sales—it's about football and charity. ASOTU and a team of industry partners are turning the Eagles vs. Chiefs Super Bowl showdown into a friendly (but fierce) wager for Vehicles for Change, an organization that trains formerly incarcerated individuals as ASE-certified techs and provides free cars to those in need.How it works: Go to ASOTU.Com/superbowl  - Pick a team, pledge a donation—and if your team loses, you donate.Winners get bragging rights for a year, but donating even if you win makes you even cooler. Trash talk is encouraged (but keep it classy).Industry leaders, including Danny Zaslavsky, Paul Anton Faletti Jr., and Brandiss Drummer, Paul and David Regn are putting their pride on the line with jersey bets and chants.Thanks to Steve Greenfield, Automotive Ventures, NCM Associates, VINCUE, Stream Companies and Vehicles for Change for helping bring all this together really quicklyHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.It’s the Friday before the Big Game, and with Paul and Elena Ciccotelli hosting, that means we’re wearing green. Today, we’re covering the Super Bowl Charity Smackdown to support Vehicles for Change and welcome some special guests to talk about it. Plus, we take a look at Ram’s upcoming Super Bowl ad.Show Notes with links:The auto industry is getting competitive, but this time, it's not about sales—it's about football and charity. ASOTU and a team of industry partners are turning the Eagles vs. Chiefs Super Bowl showdown into a friendly (but fierce) wager for Vehicles for Change, an organization that trains formerly incarcerated individuals as ASE-certified techs and provides free cars to those in need.How it works: Go to ASOTU.Com/superbowl  - Pick a team, pledge a donation—and if your team loses, you donate.Winners get bragging rights for a year, but donating even if you win makes you even cooler. Trash talk is encouraged (but keep it classy).Industry leaders, including Danny Zaslavsky, Paul Anton Faletti Jr., and Brandiss Drummer, Paul and David Regn are putting their pride on the line with jersey bets and chants.Thanks to Steve Greenfield, Automotive Ventures, NCM Associates, VINCUE, Stream Companies and Vehicles for Change for helping bring all this together really quicklyStellantis is the only automaker with a Super Bowl ad this year, and they’re going big with Ram with a modern twist on “Goldilocks and the Three Bears” starring Glen Powell.Directed by David Leitch ("Deadpool 2," "John Wick"), the ad blends humor, action, and adventure.Powell tests out the 2025 Ram 1500 Ramcharger, Ram 2500 Rebel, and Ram 1500 RHO, picking the one that’s “just right” for the job.The spot features fire-breathing dragons, volcano jumps, and a little bedtime storytelling.Stellantis says the message is about power of choice—gas, hybrid, or electric, depending on your needs.Ram is also releasing merch inspired by the ad, including plush dragons, T-shirts, and even dragon-wing hot sauce.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Today we welcome Steve Greenfield of Automotive Ventures back to the show to talk about the Honda-Nissan merger coming unraveled, how Kazakhstan’s Astana Motors is investing $3.5M into Steve Greenfield’s Automotive Ventures, and Volkswagen's latest affordable model to rival Chinese OEMs.Show Notes with links:The long-anticipated Honda-Nissan mega-merger is on the verge of collapse after Nissan’s board rejected Honda’s push to make it a subsidiary. The move was seen by Nissan executives as a violation of the original merger terms, which had envisioned a holding company structure rather than an outright acquisition.Honda wanted faster reforms, believing that full control would force quicker decision-making at Nissan, whose restructuring has been slow since its 2023 losses.Nissan CEO Makoto Uchida personally traveled to Tokyo on Feb. 6 to inform Honda CEO Toshihiro Mibe that Nissan would oppose the deal.Nissan’s restructuring plan—its third since 2019—focuses on job cuts, reduced production, and cost savings, but Honda was frustrated with the pace of change.If the merger collapses, Nissan may return to a tech-sharing deal with Honda or explore new partners like Foxconn, while Honda could still attempt a hostile takeover by offering ¥500-600 per share to entice shareholders.Both OEMs sell under 4 million vehicles annually, and are under pressure to scale up or risk falling behind global competitors like Hyundai, Toyota, and Volkswagen.Back in December, we heard about Steve Greenfield’s trip to Kazakhstan. Yesterday, Astana Motors’ founder and chairman, Nurlan Smagulov made a strategic move into the U.S. automotive technology scene with a $3.5 million investment in Automotive Ventures' Mobility Fund II. This collaboration is designed to provide Astana Motors with visibility into early-stage automotive startups and explore tech implementation back in Kazakhstan.Automotive Ventures has backed 39 mobility startups across three funds, focusing on seed-stage investments globally.The U.S. auto tech sector is booming, with American startups raising $56 billion in Q2 2024—a 57% year-over-year increase.MyVentures, Smagulov’s $20 million venture fund, has supported fintech, AI-driven software, and one of Kazakhstan’s first computer vision startups.Smagulov highlighted Greenfield’s expertise, stating, “If Steve invests in a startup, then in 99% of cases, it is destined for success.”Volkswagen is set to unveil a new entry-level EV next month, with a starting price of €20,000 (~$20,800 USD)—significantly undercutting competitors like the $28,000 Nissan Leaf. This marks VW’s long-awaited move toward affordable electric mobility, a promise it first hinted at with the ID. Life concept in 2021.The new model will likely be called the ID.1 (or ID.One), based on hidden text found in VW’s concept image.VW plans to launch it in 2027, alongside another budget-friendly EV, the IDHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.We’re excited to get into this Wednesday with guest host Elena Ciccotelli of the EVs for Everyone podcast. Today, we’re covering Toyota’s battery investment in the US and China, the future of GM’s Cruise robotaxi program and how Ford is planning on integrating EVs with a gas-powered generator for extra range.Toyota is accelerating its electrification strategy in both the U.S. and China with a significant investment in battery production and a focus on hybrid vehicles.Toyota will begin producing batteries at its new North Carolina factory in April, initially for hybrid vehicles, before expanding to full EV production.The Liberty, N.C., plant will start with three battery lines for hybrids, adding a fourth soon after. By 2030, it aims for 30 GWh capacity.Toyota is launching a wholly-owned subsidiary in China to build Lexus EVs, with a Shanghai plant capable of producing 100,000 vehicles per year starting in 2027.Toyota CFO Yoichi Miyazaki emphasized the importance of hybrid vehicles, stating, “Demand for hybrid vehicles is quite strong in the United States… We will solidify our production by producing batteries for hybrid first.”The company is keeping a cautious eye on potential new tariffs from President Donald Trump, preparing by focusing on shorter product lead times and flexible strategies.Nearly 2 months after announcing they would no longer fund autonomous vehicle subsidiary Cruise, GM is officially shutting down its robotaxi operations, leading to mass layoffs including CEO Marc Whitten and several top executives.The layoffs impact nearly half of Cruise’s 2,100 employees, with affected staff receiving severance and benefits through April and LinkedIn Premium for a year to assist with the job search.GM has now fully absorbed Cruise, ending its robotaxi ambitions to focus on its hands-free driving system, Super Cruise, and future autonomous consumer vehicles.The shutdown follows an October 2023 safety scandal where a Cruise robotaxi ran over and dragged a pedestrian, leading to permit suspensions in California.Cruise had been working on safety upgrades, including "Project Rhino," a sensor system aimed at preventing incidents like the 2023 crash.Ford is betting on Extended Range Electric Vehicles (EREVs)—EVs with a gas-powered generator for extra range. This move aligns with Ford’s focus on meeting consumer demand for EV efficiency without sacrificing range.Ford’s EREV models will include Super Duty trucks, the F-150, Expedition, Explorer, Bronco, and Maverick.CEO Jim Farley was reportedly impressed by the success of EREVs in China and sees them as an affordable, practical alternative to full EVs.Ford expects the EREV versions within two years, but also expect confusion as dealers and buyers adjust to yet another drivetrain option.Finally, our editor friends at Cars.com released their ‘best of 2025” awards today and since we’re talking EVs, let’s talk about the 2025 Kia EV9Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.As tariff threats come and go, we’ve got you covered with the latest information. Today features the view from north of the border with President and CEO of Global Automakers of Canada David C Adams. Plus, we talk about a new South Carolina bill designed to let Scout go around franchise laws.Show Notes with links:President Donald Trump announced a temporary suspension of planned U.S. tariffs on Mexico after reaching an agreement with Mexican President-elect Claudia Sheinbaum. The deal includes Mexico deploying 10,000 National Guard troops to its northern border, with a primary focus on stopping fentanyl trafficking and further negotiations on security and trade.Trump had planned to impose 25% tariffs on all Mexican goods starting Feb. 4 but agreed to pause them in exchange for Mexico's commitment to increased border security.U.S. officials from the State, Treasury, and Commerce departments will lead further discussions, with Trump saying he will participate directly.Trump confirmed tariffs on Chinese imports would proceed as planned.U.S. tariffs on Canada are going to be postponed by 30 days as the two countries negotiate a border deal, Prime Minister Justin Trudeau of Canada said after finishing a second call with President Trump.Global Automakers of Canada (GAC) is the national trade association representing the Canadian interests of 15 of the world’s most respected automakers. David C Adams, President of the Global Automakers of Canada, joins the show now to talk about the evolving situation.In a statement issued on February 1st, Adams stated: “The United States and Canada aren’t just each others’ largest trading partners, but we actually build things together, not for each other,” said Adams. “There is no other industry where this is the case more than the automotive industry - where we have had sectoral free trade between the two countries since 1965.”South Carolina is making waves as a new bipartisan bill aims to allow direct-to-consumer EV sales. If passed, this could be a game-changer for Volkswagen-backed Scout Motors, which is set to build a massive $2 billion plant in the state.Current franchise laws ban direct-to-consumer vehicle sales—the new bill, the South Carolina Consumer Freedom Act, would change that, as the bill specifically applies to automakers that have never had a franchise dealership agreement.Dealers aren’t happy—the South Carolina Automobile Dealers Association strongly opposes the legislation, claiming it unfairly benefits Scout Motors.Previous efforts to allow direct EV sales in South Carolina have failed, with a similar bill in 2019 not advancing past committee. If passed, the new bill could set a precedent for other states with similar restrictions.While Governor Henry McMaster has not taken a position, he told local media that he supports “anything that is good for the consumer.”Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Welcome to the first week of February, and welcome to guest host Steve Greenfield of Automotive Ventures. Today, we’re discussing all the ramifications that President Trump's latest round of tariffs will have on the automotive industry. Plus, we cover Tesla’s plans to move more Cybertrucks and why the cost of Super Bowl ads is rising.A fresh round of tariffs signed by President Trump is sending shockwaves through the North American auto industry. With 25% duties on vehicles and parts from Canada and Mexico, and a 10% levy on Chinese imports, automakers and suppliers are bracing for rising costs, potential production shutdowns, and fierce retaliation from trade partners.The tariffs are set to go into effect on February 4, and Canada’s Prime Minister Justin Trudeau and Mexico’s President Claudia Sheinbaum have pledged retaliation, which could further escalate trade tensions.Prices of vehicles could increase by thousands, like the Chevrolet Silverado, GMC Sierra, and Ram 1500 (built in Mexico), the Toyota RAV4 and Tacoma (built in Canada/Mexico) and the Ford Mustang Mach-E, Bronco Sport, and Maverick (built in Mexico)John Bozzella, President for the Alliance for Automotive Innovation: “We support efforts to strengthen the U.S. auto industry, but across-the-board tariffs on Canada and Mexico will only increase costs, disrupt supply chains, and put jobs at risk. We want to work on solutions that achieve the president’s goals and preserve a healthy, competitive auto industry in America.”Tesla’s Cybertruck sales are falling flat, forcing the company to roll out heavy incentives—including free $6,000 wraps and new leasing options. With demand far below expectations, questions are mounting about whether the Cybertruck is turning into Tesla’s first major flop.Tesla launched Cybertruck leases in the U.S., starting at $750/month, a move typically reserved for vehicles with slowing demand.Buyers of Foundation Series Cybertrucks now get a free wrap worth $6,000 as Tesla struggles to clear inventory.Sales have been underwhelming—despite 1M+ reservations, Tesla has sold fewer than 40,000 units, with some analysts estimating that number may drop to 30K in 2025, far below its planned 250K annual capacity.With Super Bowl LIX just around the corner, advertisers are shelling out a record $8 million per 30-second spot. Some big names are sitting this one out—including most automakers—while AI, snacks, and tech brands dominate the lineup.At least 10 commercials have sold for $8M each, up $500K from last year—the biggest price hike in recent Super Bowl history.120M+ viewers expected on Fox and Tubi, making it the biggest stage for advertisers.Traditional big players like Anheuser-Busch, PepsiCo, Frito-Lay, Taco Bell, and Uber Eats are all in, but the only OEMs to appear will be Stellantis’ Jeep and RamAI-focused ads and pharmaceutical brands are on the rise, while movie trailers and streaming services areHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.On this first day of the month, Paul and Kyle are joined by writers Chris Reeves and Kristi Canada to talk about the NADA Show that took place just a week ago.Chris talks about the Time Dealer of the Year presentation, and what he took away from keynote speaker Ryan Leak, plus what his 5-year-old learn.Kristi highlighted the philanthropic side of the show, seeing our good friends Vehicles For Change on the Live Stage, plus the Canine Companions presentation there as well.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Today, we’re coming to you from the Podcast Stage at Public Policy Day, recapping what we heard from Senators, industry experts and more.ASOTU took over the Main Stage with Adam Marburger of Ascent Dealer Services, Jim Ganther of Mosaic Compliance Solutions and Thomas Castriota, Chairman of NADA to talk about how dealers are solving problems for consumers.Thanks to Ascent Dealer Services for making our coverage possible. Watch for all the interviews to hit our social channels this next week.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.We’re rolling into the big conversations at the 2025 Public Policy Day, where industry leaders and lawmakers shape the future of auto. Plus, CVS is testing a new app feature to unlock products, and Tesla inches toward unsupervised self-driving—though Elon says don’t get too excited just yet. Show Notes with links:The press stage is set at ready to go at the 2025 Public Policy Day hosted by WANADA. The 2025 Public Policy Day at the Washington, D.C. Auto Show on January 30 features key industry leaders and policymakers. The day kicks off with a networking lunch, followed by opening remarks from John O’Donnell and a keynote discussion with Senator Bernie Moreno (R-OH) and Devon Haynie (U.S. News & World Report).Highlights include vehicle reveals from Stellantis (Dodge Charger Daytona, Jeep Wagoneer S) and Nissan (2025 Murano), plus an Aston Martin Vanquish presentation by Bouch Siaf. A fireside chat features Todd Inman (NTSB) and Dave Shepardson (Reuters), while Alex Kwanten presents the Best Cars for the Money Awards.Industry roundtables cover consumer insights (featuring Thomas Castriota, Paul J Daly) and tax/trade policy (Jennifer Safavian, Cody Lusk, Bill Long). The event closes with Michael Cottone (Volvo) and John Bozzella (Alliance for Automotive Innovation).The day concludes with an exclusive Sneak Peek Reception of the Auto Show, presented by Events DC.Elon Musk recently announced that Tesla has initiated "unsupervised self-driving" at its Fremont factory. However, this development is currently limited to vehicles autonomously navigating within the factory premises.Tesla released a video showing cars driving themselves from the production line to loading docks without human intervention.This internal application covers a 1.2-mile route on private factory roads at low speeds.Musk has previously set ambitious timelines for unsupervised self-driving, including a driverless cross-country trip by 2018, which have not been met.The current implementation is a step forward but remains far from the full autonomous driving capabilities promised to consumers.Musk's latest projection targets unsupervised self-driving in California and Texas by the second quarter of 2025.CVS is piloting a new feature in its app that allows customers to unlock anti-theft cabinets themselves, aiming to enhance the shopping experience.The feature is currently being tested in three New York City stores.To use it, customers must be logged into the CVS app, connected to the store's Wi-Fi, and have Bluetooth enabled.This initiative addresses customer frustration with locked cabinets, which, while deterring theft, often inconvenience shoppers.CVS plans to expand the test to 10 to 15 additional stores, including locations on the West Coast."People really, really dislike locked cabinets," said Tilak Mandadi, executive vice president at CVS Health.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.With 2 days left in January, that means there are only 2 days left to get discounted tickets to ASOTU CON! Today, we’re talking about VW potentially bringing manufacturing to the US to avoid tariffs, Honda planning to introduce a sub $30K EV in the US, and how iPhones can now text on the SpaceX Starlink satellite network.Show Notes with links:Volkswagen Group is exploring plans to build Audi and Porsche models in the U.S. if President Donald Trump imposes high tariffs on vehicle imports from Europe and Mexico. This proactive move aims to safeguard the brands from potential trade barriers that could significantly impact profitability.Unlike the VW brand, which already has U.S. production, Audi and Porsche models sold in the U.S. are currently imported, making them vulnerable to tariffs.VW’s Chattanooga plant, which produces the VW Atlas and ID.4, has excess capacity and could be expanded for luxury models.Another option is VW’s upcoming South Carolina plant for the Scout brand, which could also accommodate Audi production.A 10% tariff on European imports could reduce VW Group’s profits by 5-10%, while a 25% tariff on Mexican imports could result in a 15% hit, according to Moody’s.Honda is stepping into the affordable EV space with a sub-$30,000 electric vehicle that could hit U.S. dealerships as early as 2026. A third of Honda’s global sales are EVs and it aims to boost its U.S. EV presence.The new EV will be locally built in Ohio, starting with battery production, to reduce costs.It will be a part of the new Honda 0 Series and will follow Honda’s higher-end 0 Series SUV and sedan, expected to cost $50K–$60K.Honda sold over 33,000 Prologue SUVs last year, outperforming the Chevy Equinox and Cadillac Lyriq, despite sharing GM’s Ultium platform.The affordable EV could compete directly with GM’s next-gen Chevy Bolt, also slated for a 2026 launch at a similar price point.Apple's latest iPhone update gives T-Mobile users access to SpaceX’s Starlink network, marking a new era of connectivity.iOS 18.3 introduces support for SpaceX and T-Mobile’s direct-to-cell satellite texting, meaning text messaging via satellite in areas without cellular coverageThe feature was previously limited to select Android devices, including Samsung models.Beta testers have begun receiving texts confirming access to satellite messaging.Future updates aim to add voice and data capabilities for complete off-grid connectivity.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.After a much-needed rest day, we’re refreshed from the 2025 NADA Show! Today, we talk about the massive victory for car dealers as a US Appeals Court has tossed the CARS Rule. Plus, we recap the make meetings at NADA that were able to happen and download you on Deepseek, the AI disrupting big tech.Show Notes with links:A major legal victory for auto dealers comes as a U.S. appeals court strikes down the Biden administration’s FTC CARS Rule aimed at regulating dealer pricing and add-ons, along with a looming compliance burden.The 5th U.S. Circuit Court of Appeals ruled 2-1 that the FTC failed to follow proper procedures in creating the rule.The regulation, which was on hold pending legal challenges, would have required upfront pricing and banned certain add-ons deemed “junk fees.”NADA and TADA led the legal challenge, arguing the rule would add unnecessary complexity and cost to the car-buying process.NADA President Mike Stanton praised the decision as a “victory for the rule of law and a great outcome for consumers.”The make meetings at the NADA Show is the premier opportunity for dealers to meet with factory execs and discuss the year ahead—but the massive snowstorm kept 10 of 26 brands from making it to New Orleans. While some dealers were understanding, others were frustrated. For the brands that made it, key updates were shared.Stellantis pushed a big comeback after a rough 2024, telling dealers to expect major improvements in sales and marketing. Alfa Romeo is also walking back its all-EV plans in favor of a multi-energy strategy.Ford doubled down on affordability, bringing back base trims of the F-150, Escape, and Explorer, plus a new entry-level Bronco. New marketing for the Maverick and Bronco Sport highlights their sub-$30K price tags.Nissan acknowledged dealer struggles, with new Americas Chairman Christian Meunier vowing to improve dealer profits and return on sales. Infiniti will cut the QX50 and QX55 by year’s end.Subaru shifted allocation to state-by-state, adjusting for emissions regulations and market conditions instead of regional zones. Incentives will now vary by state.GM will stay the course under Trump, reassuring dealers that policy shifts won’t impact product plans, even as new tariffs loom. Cadillac still aims to lead luxury EVs in 2025.The AI stock boom faced a major reality check as China’s DeepSeek introduced an AI model that rivals OpenAI—but with a fraction of the computing power. The news sent Nvidia’s stock plummeting 17%, wiping out nearly $600 billion in market value in a single day, the largest loss in history for a public company.DeepSeek’s AI model challenges the assumption that advanced AI requires vast amounts of Nvidia’s high-end chips, rattling the entire AI supply chain.DeepSeek’s model solved problems faster than OpenAI’s and required fewer resources, suggesting a potentially lower-cost future for AI adoption.The S&P 500’s tech sector plunged 5.6%, its worst one-day droHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Day 2 starts NOW!Paul and Kyle share the conversations they were apart of yesterday, what they're hearing from dealers and how over 70% of registered attendees have shown up in New Orleans!Plus, we've got guest Ed Roberts, COO of Bozard Ford Lincoln!Saturday's coverage of the 2025 NADA Show is brought to you by Comply AutoHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Good morning, New Orleans!  Today, we're broadcasting from outside the NADA Main Stage as we get ready for the first day of NADA 2025.  Joining us is Tom Castriota, incoming chairman of NADA!  Here to a great Friday!Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.We are coming to you live from New Orleans with the most comprehensive coverage of the NADA Show and J.D. Power Auto Summit.Conditions are rapidly improving and schedules are adjusting to accommodate all of the events and expo floor for attendees.On our minds this morning is Jack Hollis stepping down from Toyota and Michael Cirillo's podcast, The Dealer Playbook, is joining the More Than Cars Media Network.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.It’s wheels up to New Orleans for the ASOTU Crew. On this NADA Show Eve, we’re giving you the official preview of where we’ll be and how to track us down. Plus, we talk about NADA pushing back against OEMs who have decided to sell direct and how you can get a Tesla Model Y for under $40,000.Show Notes with links:What Is A Must Attend?The ASOTU First Stop PartyASOTU on the NADA Live StageStop by the ASOTU booth #8059Watch for the new More Than Cars Season 1 Trailer around the ShowNADA will make an Official Statements on VW/Scout and Sony/HondaFollowing the franchise meetings for Volkswagen and Honda at NADA Show in New Orleans NADA President and CEO Mike Stanton will be available to talk to the press about these manufacturers’ recent announcements to attempt the direct sales model to retail sell the Scout and Sony vehicles.Tesla is offering steep discounts on its Long Range AWD Model Y, with prices dipping below $40,000 after the $7,500 federal tax credit—a rare price point for an AWD electric SUV.Tesla’s inventory Model Y now starts at $39,490, undercutting the build-to-order price.Leasing deals have dropped to $329/month, lower than the usual $399/month.The discounts apply to the 2020 Model Y, as Tesla prepares for the Juniper refresh next year.Tax credit uncertainty looms with the new Trump administration, potentially affecting future EV incentives.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Tuesday of NADA week means our bags are packed for New Orleans! Today, we’re talking about President Trump’s plans for tariffs on Mexican and Canadian imports, Stellantis’s plan to revive sales and market share, and how consumers prefer to shop on marketplaces rather than brand websites.Show Notes with links:President Donald Trump has reaffirmed his intention to impose 25% tariffs on all Mexican and Canadian imports, citing concerns over drug trafficking and illegal immigration. With a February 1 deadline in mind, the proposed tariffs have set off alarm bells across the automotive industry and beyond.The tariffs would affect $97 billion worth of auto parts and 4 million finished vehicles, increasing average new-car prices by about $3,000.Detroit automakers face major disruption, as Stellantis imports 40% of its U.S. vehicle sales, GM 30%, and Ford 25%.Both Canada and Mexico have threatened retaliatory tariffs against American goods, potentially leading to a broader trade war.Canadian Prime Minister Justin Trudeau flew to Florida to emphasize that Canada is not the problem, while Mexico has increased enforcement efforts to appease Trump.Trump also indicated he was still considering a universal tariff on all foreign imports to the U.S., but said he was “not ready for that yet.”With the departure of CEO Carlos Tavares, Stellantis is reviving popular models, reintroducing incentives, and refocusing on affordability. The company hopes these changes will reverse plummeting sales and rebuild relationships with dealers and suppliers.Jeep is bringing back the Cherokee-sized SUV, a key nameplate that once made up 17% of the brand’s sales.Dodge is reviving the gas-powered Charger, reversing its shift away from internal combustion engines.Ram is delaying its all-electric pickup, opting instead for a hybrid model with a gas backup.Stellantis’s market share fell from 12.5% to 8% under Tavares, prompting a strategic overhaul.“We need to be sure that in the next 12 months, we see a clear path to go to double-digit [market share],” said Stellantis COO Antonio Filosa.A new global study highlights just how dominant online marketplaces have become for shoppers in the U.S., UK, France, Germany, and the Netherlands—leaving traditional brand-owned websites in the dust.63% of consumers prefer marketplaces over shopping directly from brands.47% use marketplaces for product discovery rather than Google or other search engines.59% of U.S. shoppers browse marketplaces for fun, but that often leads to impulse buys.56% admit to making unplanned purchases, while 13% do so often.“Retailers must embrace a multichannel strategy to stay competitive—or risk being left behind. It’s not just about being on Amazon anymore,” said ChannelEngine CEO Jorrit SteinzHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.It’s the biggest week in retail auto as the industry prepares to descend on New Orleans. Today, we’re previewing what you can expect at the Show on the mainstage, plus we’re talking about Canoo filing for bankruptcy and looking at how much range EVs actually have during the winter.Show Notes with links:Every year, the NADA Mainstage is a must-attend while at the Show, and this year is no different. These sessions start at 8:45AM Friday through Sunday and feature leadership, humor and knowledge from outside of automotive.Friday, January 24 kicks off with Best-Selling Author & Executive Coach, Ryan Leak discussing strategies for self-leadership and team empowerment. He’ll help dealers answer key questions like “What am I like as a leader?” and offer practical tools for fostering a high-performing team. Plus, 2024 NADA Chairman Gary Gilchrist will speak.Saturday, January 25 features Frank Caliendo, Comedian, Actor & Impressionist bringing his signature humor to the NADA stage. He’s famous for spot-on impressions of sports figures, celebrities, and politicians. Then, incoming 2025 NADA Chairman Tom Castriota will speak and the highly anticipated Time Dealer of the Year ceremony.Our friends who have been nominated this year: Andy Guelcher of Mohawk Chevy and Mohawk Honda, Andrew Walser of the amazing Walser automotive Group, Julie Herrera of Toyota of Cedar Park, Shaun Del Grande of Del Grande Dealer GroupSunday, January 26 wraps up with Legendary Duke Basketball Coach Mike Krzyzewski (Coach K). He’ll share lessons on leadership and teamwork from his Hall of Fame career, and provide insights into building a winning team culture.EV startup Canoo Inc. has filed for Chapter 7 bankruptcy, halting operations immediately and liquidating its assets. Despite efforts to secure foreign investment, the company struggled with cash flow, weak demand, and failed funding attempts.Known for its microbus-inspired cargo vans, Canoo supplied government and commercial fleets, including NASA, the Department of Defense, and Walmart.Production began in Oklahoma (Nov. 2023), with $100M in potential incentives, but cut 23% of its workforce within a year.The company reported a $165M net loss in 2024, generating just $1.5M in revenue—less than the $1.7M spent on its CEO’s private jet in 2023.CEO Tony Aquila: “We are truly disappointed that things turned out as they did.”The latest 2025 Scandinavian winter EV test results are in. While all vehicles lose range in cold weather, EVs feel the impact —and this year's test saw some unexpected results.The Polestar 3 lost just 5% of its expected range, outperforming models with longer official ratings.Tesla’s Model 3 flopped, losing 24% range, falling short of its 702km expectations,4 out of the top 5 performers were China-made, including two BYD models: 5. BYD Sealion 7 4. Lotus Emeya 3. Mini Countryman 2. BYD Tang 1. Polestar 3Peugeot E-3008 was the biggest loser, losing 32% of its range, an extreme drop given the tHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.It's the last weekend before the 2025 NADA Show and so we're looking ahead to next week. Head Writer Chris Reeves gives us the rundown on what to expect, what to look for and what to avoid.Plus, Paul and Kyle tell us what they want to achieve.Follow Nathan SouthwickHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.We’re wrapping up the week so we can hit NADA running. Today, we cover how GM has settled a case with the FTC about collection and selling of data collected through Onstar. Plus, EV registrations are rising amid concerns that President Trump will get rid of the IRA tax credit, and lessons learned from the 2025 National Retail Foundation Big Show.Show Notes with links:General Motors has reached a settlement with the FTC over allegations that it sold customer driving data without their consent. The FTC alleged that GM's OnStar service collected precise geolocation and driving behavior data, which was then sold to third parties, including consumer reporting agencies. GM failed to clearly disclose to consumers that it collected and sold this data.The FTC claims that GM's enrollment process for the OnStar Smart Driver feature was "confusing and misleading."GM has discontinued the Smart Driver program and ended its third-party telematics relationships with LexisNexis and Verisk.Under the settlement, GM is banned from disclosing this type of consumer data to consumer reporting agencies for five years.The company will also take steps to provide greater transparency and choice to consumers over the collection, use, and disclosure of their connected vehicle data."Respecting our customers' privacy and earning their trust is deeply important to us," GM said.Electric vehicle registrations saw a significant jump in November as consumers rushed to take advantage of automaker discounts and secure the $7,500 federal tax credit, which may be repealed under President-elect Donald Trump.EV registrations surged 21% year-over-year to 109,120 vehicles in November.Battery-electric vehicles captured 8.3% of the U.S. light-vehicle market, up from 7.4% a year earlier.Automakers, fearing a drop in EV demand if incentives are repealed, offered deep discounts and lease deals.Tesla led the market with 46,225 registrations, while GM brands saw the most growth, particularly Chevrolet.The National Retail Foundation 2025 Big Show in New York brought together tens of thousands of retail professionals to discuss the landscape of shopping, technology, and consumer behavior. Key themes included adaptability, embracing failure, and the growing role of AI-driven dynamic pricing in retail strategies.Best Buy CEO Corie Barry emphasized "adaptability over perfection," noting that retailers must balance both in-store and digital experiences to remain competitive.Amazon's Doug Herrington echoed Jeff Bezos’s sentiments on learning to fail, saying, "If you get too good at avoiding failure, innovation becomes nearly impossible."Macy’s CEO Tony Spring rejected the idea that department stores are dead, instead calling them a "curated marketplace" that can flex with shifting consumer demand.Target’s Rick Gomez praised the resilient, resourceful, and intentional American conHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Shoot us a Text.Is NADA really only a week away? Today, we’re looking back at Gary Gilchrist’s time as 2024 NADA Chairman, seeing how Rivian became the best selling electric van in the country, and examining Starbucks new code of conduct and how baristas are responding.Show Notes with links:Yesterday, we covered incoming NADA Chairman Tom Castriota’s priorities for 2025, so today, it’s only fitting that we give 2024 Chairman Gary Gilchrist the floor for a bit. As he prepares to hand over leadership, Gilchrist emphasizes the importance of strong dealer advocacy in Washington and continued defense of the franchise system amid direct-sales threats and regulatory changes.On EV Adoption: “[Dealers have] spent millions of dollars in our facilities to make this transformation, but it is the consumer choice, and the consumers are not adopting it. [W]e’re at 7.8% nationally for fleet adoption, so we’ve got a ways to goOn the CARS Rule: “NADA has been at the tip of the spear on that. We’ve challenged it, and now we’re just waiting for the ruling. We feel good about it, but obviously we’re waiting to see where the ruling comes.On the IRA Tax Credit potentially going away: “We need that $7,500 tax credit right now as we cut the line down on EV inventory. Let’s give it some time for customers to take advantage of it.”On Scout Motors: “It’s a real simple answer: It will be challenged nationwide.”What he would like to see incoming Chairman Tom Castriota accomplish: 1. Defend the franchise system against direct sales. 2. Strengthen relationships with ATAEs. 3. Monitor government overreach.Rivian has taken the top spot in the electric van market, surpassing Ford with its Electric Delivery Van (EDV). Despite facing manufacturing hurdles and supply shortages, Rivian’s partnership with Amazon and expansion into new fleets helped drive record-breaking sales.Rivian delivered 13,423 electric vans in 2024, a 67% increase from 2023, outpacing Ford’s 12,610 E-Transit sales.The EDV’s strong Q4 performance (4,397 units, +84.1% YoY) helped Rivian claim the title of best-selling electric van in the U.S.Rivian’s Normal, IL plant underwent upgrades in April to improve cost efficiency but also faced temporary shutdowns in the summer due to part shortages.Starbucks Workers United (SBWU), which represents more than 11,000 baristas, is pushing for clarity and bargaining over Starbucks' new code of conduct. The revised policy ends the company’s open-door policy, sparking concerns over enforcement and its impact on customers.The new policy ends free access to store spaces and restrooms without a purchase, shifting enforcement responsibilities to baristas.SBWU is demanding negotiations over how baristas are expected to enforce the policy and how it will impact their daily responsibilities.Starbucks claims the code of conduct already addresses worker concerns and highlights that the union Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email