Send us Fan Mail

The 2025 Global Auto Industry Transformation

In this comprehensive episode of Auto Intelligence, hosts Steve and Claire dive deep into the seismic shifts reshaping the automotive industry in 2025. From electrification milestones to AI breakthroughs, the episode unpacks the complex forces driving industry transformation.

Episode Highlights:

• Global automotive sales projections and the impact of economic pressures
• Breakthrough developments in EV adoption across major markets
• Canada's evolving position in the global automotive landscape
• The AI revolution's transformative impact on automotive technology
• Critical analysis of economic and policy challenges facing the industry

Key Industry Insights:

• Global vehicle sales forecast: 2.7% growth, reaching 98.7M units
• EV/PHEV sales projected to surpass 20M units globally
• AI in Automotive Market valued at $4.8B (2024), projected to reach $186.4B by 2034
• Analysis of new 25% U.S. tariffs impact on North American auto sector

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

In this week's captivating episode of Auto Intelligence, hosts Steve and Claire delve deep into Canada's most ambitious automotive project in decades: Project Arrow 2.0. This groundbreaking all-Canadian electric vehicle concept represents far more than just another EV—it embodies a conscious resurrection of the nation's innovative spirit first exemplified by the legendary Avro Arrow aircraft of the 1950s.

The episode begins by exploring the historical significance of the original Avro Arrow—a supersonic interceptor jet that represented the pinnacle of Canadian aerospace engineering before its controversial cancellation in 1959. Steve and Claire expertly trace how today's Project Arrow deliberately invokes this legacy while implementing crucial structural differences to avoid a similar fate. Where the Avro Arrow concentrated 14,000 workers at a single site, Project Arrow 2.0 distributes innovation across 60+ companies throughout multiple provinces, creating a resilient network of expertise.

Technical enthusiasts will appreciate the detailed breakdown of Arrow 2.0's impressive specifications: a dual-motor AWD system producing 550 horsepower and 472 lb-ft of torque, 0-100 km/h acceleration in approximately 3.5 seconds, and an 82.5 kWh battery delivering 500 km range. But what truly distinguishes this vehicle is its revolutionary 3D-printed carbon fiber chassis—produced in just one week at Ontario Tech University—and its extreme weather performance capabilities, tested in Ontario Tech's Climatic Aerodynamic Wind Tunnel to ensure optimal efficiency even at temperatures as low as -40°C.

The hosts examine how both Arrows—separated by over six decades—tackled similar engineering challenges despite their different domains. Both projects pushed the boundaries of thermal management, materials science, and manufacturing processes while representing Canada's strategic industrial ambitions of their respective eras.

The economic implications are substantial: Since 2020, Canada has attracted $46 billion in automotive and EV investments to Ontario alone. Project Arrow itself has secured over $17 million in federal and provincial funding, with plans to develop a demonstration fleet by 2027. Unlike its aerospace predecessor, it employs a balanced public-private partnership model designed to withstand political shifts.

The episode culminates with insights from Project Arrow's recent showcase at Germany's prestigious Hannover Messe trade fair, where it initiated discussions with European OEMs interested in li

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

Battery Revolution: How Advanced Energy Storage is Transforming Transportation

In this electrifying episode of Auto Intelligence Podcast, Steve and Claire explore the rapid evolution of battery technology that's powering everything from Tesla sedans to electric dirt bikes. The episode unpacks how the dramatic price drop in lithium-ion batteries since 1991 has catalyzed an industry transformation, with battery costs now approaching the critical $100/kWh threshold where EVs achieve price parity with conventional vehicles.

The hosts trace the fascinating journey of lithium-ion technology from its origins at Exxon laboratories in the 1970s to today's advanced chemistry innovations. They explain how the shift from traditional NMC (Nickel Manganese Cobalt) to LFP (Lithium Iron Phosphate) batteries is eliminating supply chain vulnerabilities while extending battery lifecycles—with real-world examples showing older EVs maintaining 80% capacity even after 100,000 miles of driving.

The conversation dives into solid-state battery development, where companies like Toyota and Volkswagen are investing billions, potentially doubling energy density from today's 150-250 Wh/kg to an impressive 400-500 Wh/kg by the end of the decade. This breakthrough could revolutionize EV range capabilities while enhancing safety through elimination of flammable liquid electrolytes.

Global adoption patterns receive special attention, contrasting Norway's remarkable 90% EV market share with more gradual uptake in other regions. The hosts examine how government incentives, infrastructure investments, and policy frameworks drive these regional differences, offering insights into successful transition strategies.

Beyond passenger vehicles, the episode explores how battery technology is transforming smaller mobility (with the e-bike market projected to reach $53.5 billion by 2027) and revolutionizing commercial transportation. Listeners will hear about Renault's upcoming 600km-range electric semi-trucks and how "return-to-base" fleet operations present ideal early-adoption scenarios for electrification.

Special guest Dan Turcotte, Founder of Terre MX, Canada's first all-electric dirt bike track, shares exclusive insights on how battery advancements are revolutionizing motorsports. His innovative 20-acre facility showcases high-torque electric dirt bikes delivering up to 750+ ft-lbs of torque—creating experiences that are "tighter than motocross, faster than bicycles" while eliminating noise pollu

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

In this timely episode of Auto Intelligence, hosts Steve and Claire dive deep into the massive disruption caused by 2025's tariff policies on the global automotive industry. From manufacturing impacts to dealership challenges, they examine how a 25% levy on imported vehicles and targeted tariffs on parts are reshaping the entire automotive landscape.

Key discussions include:

• Ford suspending its full-year financial forecast with $1.5 billion in projected losses
• GM lowering earnings projections by $5 billion due to tariff impacts
• Stellantis halting production at Canadian and Mexican plants, resulting in 5,400 layoffs
• The surge in bonded warehouses at the Port of Los Angeles as importers delay tariff payments
• China's rare earth export restrictions causing a crisis in EV motor production
• The "import adjustment offset" relief measures announced April 29th
• How USMCA compliance with 75% regional content is becoming critical for cost management
• The rising role of AI in navigating complex tariff exposures

Particularly fascinating is their analysis of how automakers are employing different strategies - from Hyundai's Customer Assurance Program freezing prices to increased nearshoring in Mexico. The episode offers valuable insights for industry professionals trying to understand and navigate this fundamental restructuring of the automotive supply chain.

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

In this week's extended episode of Auto Intelligence, hosts Steve and Claire deliver a comprehensive analysis of how AI and robotics are transforming the automotive industry from manufacturing to retail in 2025. Drawing on the latest market research, they reveal the global automotive robotics market has reached $11.21 billion this year with projections to hit $26.76 billion by 2032.

Key highlights include:

• The International Federation of Robotics' milestone announcement of 4 million industrial robots now operating in factories worldwide
• BMW's groundbreaking implementation of Figure 02 humanoid robots at their Spartanburg plant, with exclusive quotes from Production Board Member Milan Nedeljković
• How AI-powered systems have reduced energy consumption by 15% in GM's factories while maintaining production output
• The role of digital twins in BMW and Volkswagen's manufacturing operations, creating virtual replicas that enable optimization without disrupting production
• Real-world success stories from RAVIN AI and UVeye showing 40% faster vehicle inspections with 60% fewer errors
• How AI-enabled dealerships are achieving 27% higher appointment rates and 26% better lead-to-sale conversion
• The surprising finding that 72% of dealers view AI as enhancing jobs rather than replacing them
• How dynamic website content and AI-driven chatbots are creating hyper-personalized shopping experiences

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

The automotive industry stands at a pivotal crossroads in 2025, facing transformative changes across trade policies, technology, and market dynamics. In today's episode of Auto Intelligence, industry experts Steve and Claire deliver an in-depth analysis of these fundamental shifts and their implications for manufacturers, dealers, and consumers alike.

Episode Overview:

Trade Policy Transformation
The implementation of a 25% tariff on imported vehicles and parts has catalyzed significant strategic adjustments across the North American automotive ecosystem. General Motors projects a $4-5B impact, while their CFO Paul Jacobson emphasizes the company's enhanced supply chain resilience. The episode explores how major manufacturers are adapting their operations and what these changes mean for the industry's future.

Electric Vehicle Market Dynamics
Q1 2025 data reveals compelling market shifts: Tesla maintains leadership with 44% market share, though experiencing an 8.6% year-over-year decline. Meanwhile, General Motors has emerged as the second-largest EV seller, doubling their sales compared to Q1 2024. Ford's CEO Jim Farley's strategic pivot toward affordable EVs, targeting a $30,000 price point, signals a significant industry direction change.

Software-Defined Vehicle Revolution
The widespread adoption of software-defined vehicles (SDVs) marks a turning point in automotive technology. BMW's new iDrive 10 system and Volkswagen's CARIAD division showcase how AI and advanced computing are reshaping the driving experience. The episode examines how these technological advances are transforming both manufacturing processes and customer expectations.

Global Competition & Manufacturing
Fresh insights from Auto Shanghai 2025 highlight ambitious expansion plans from Chinese automakers NIO and BYD. The episode analyzes how recent trade policies, including 100% tariffs on Chinese-made EVs in North America, are influencing global market strategies and manufacturing investments.

Leadership & Strategy
The discussion features strategic perspectives from industry leaders, including GM's Mary Barra's focus on supply chain agility and U.S. sourcing, demonstrating how executive decision-making is adapting to current market challenges.

AI in Automotive Retail
The episode concludes with an examination of how artificial intelligence is revolutionizing automotive retail operations. From inventory management to customer engagement,

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

Auto Intelligence Podcast: May 2025's Critical Industry Developments

In this week's episode of Auto Intelligence, Steve and Claire dive deep into the transformative developments reshaping the automotive landscape as we enter May 2025. From Trump's modified auto tariffs to groundbreaking EV advancements, we've got you covered with expert analysis and strategic insights.

Key Highlights:

• Trump's New Tariff Strategy: Analysis of the 25% tariff modification and its impact on global automotive supply chains
• EV Market Momentum: Latest sales data showing 29% global growth, with detailed regional breakdowns
• Dealership Evolution: How dealers are adapting to market changes, with 78% planning inventory strategy revisions
• Technology Breakthroughs: CATL's new battery technology and BMW's AI-powered production innovations
• Regulatory Shifts: Updates on the new U.S. Automated Vehicle Framework

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

In this Tuesday episode, Auto Intelligence delivers an unprecedented deep dive into the transformative developments reshaping the automotive industry. Our hosts Steve and Claire, backed by exclusive data from J.D. Power, Cox Automotive, and Bloomberg, unpack the most significant industry shifts of 2025.

Episode Highlights:

🔋 Battery Revolution
We analyze CATL's groundbreaking Super Tech Day announcements, including their revolutionary Freevoy Dual-Power Battery achieving 1,500km range and 520km added in just 5 minutes of charging. Plus, insights into Tesla's new LFP Short Blade technology promising million-mile longevity.

📈 Market Dynamics

• Record-breaking consumer spending hits $55.8B in April (J.D. Power data)
• Volkswagen doubles European EV sales, capturing 10% global market share
• BYD's aggressive European expansion targeting 186,000 units in 2025
• GM's Q1 success story with double-digit sales growth

🚗 Tesla's Strategic Pivot
Exclusive coverage of Elon Musk's recent announcements, including June 2025 production timeline for their affordable EV and strategic supply chain advantages amid global trade tensions.

⚡ Supply Chain Evolution
Critical analysis of semiconductor challenges and industry responses, featuring insights from SPGlobal's latest automotive supply chain report and expert commentary on nearshoring strategies.

🤖 Autonomous Driving Breakthrough
Deep dive into new federal reporting requirements and their implications for Level 4 autonomy, plus exclusive analysis of how battery innovations are enabling advanced autonomous capabilities.

🏪 Retail Transformation
Expert insights into how dealerships are leveraging AI to enhance customer experience while maintaining the crucial human element, featuring latest data from J.D. Power's Dealer Satisfaction Survey.

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

Tesla Under Fire: Can Elon Musk Withstand the Global EV Reckoning

Episode Description

Tesla at the Crossroads: From Silicon Valley Startup to Global EV Powerhouse

In this special Saturday deep dive, Steve and Claire explore Tesla's remarkable journey from a Silicon Valley startup to the world's most valuable automaker—and the unprecedented challenges it now faces in 2025. Discover how Tesla revolutionized the automotive industry, the critical innovations that established its leadership, and why its future hangs in the balance as competition intensifies and brand challenges mount. From battery technology breakthroughs to manufacturing innovations, cultural impact, and the rise of Chinese competitors like BYD, this comprehensive analysis examines the nine critical challenges that will determine whether Tesla can maintain its position at the forefront of the electric revolution. Whether you're an industry professional, investor, or EV enthusiast, this in-depth examination provides crucial insights into Tesla's past achievements and uncertain future.

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.

Send us Fan Mail

In this episode of Auto Intelligence, Steve and Claire unpack the seismic shifts reshaping the global EV landscape in 2025. Drawing from exclusive Rho Motion data, they analyze how Q1's record-breaking 4.1 million EV sales (29% YoY growth) signals a fundamental transformation in the automotive industry.

Key Highlights:
• Global Market Dynamics: Detailed analysis of China (2.4M units, +36% YoY), Europe (900K units, +22%), and North America (500K units, +16%)
• Tesla's Market Position: Examination of Tesla's compressed operating margins (5.1%) and declining global market share (15.2%, down from 21.5% in 2023)
• BYD's Ascendance: Deep dive into BYD's market leadership with 416,388 BEVs in Q1, surpassing Tesla's 336,681 units
• GM's Strategic Evolution: Analysis of GM's Q1 performance across models (Equinox EV: 10,329 units, Blazer EV: 6,187 units, Silverado EV: 2,383 units)
• Dealer Transformation: Insight into how dealerships are achieving 23% YoY service revenue growth through EV adoption

Special Focus: The episode explores how AI-driven predictive maintenance is reducing vehicle downtime by 34% and improving inventory turn rates by 35%. Exclusive J.D. Power data reveals EV technicians delivering 38% higher customer satisfaction scores, while digital retail platforms are reducing transaction times by 28%.

Infrastructure Deep-Dive: Analysis of China's 1.8 million charging points and how the infrastructure gap is creating new revenue streams for dealers, with some locations generating up to $12,000 monthly from charging stations.

Featured Auto Agentic Segment: Learn how Agentic AI is transforming automotive retail by enhancing human capabilities through intelligent automation and data-driven insights.

Must-Listen Insights:
• Price parity analysis showing EVs reaching cost parity in 78% of vehicle segments
• Exclusive data on luxury vehicle shoppers' EV consideration (67%, up from 42%)
• Regional policy impact analysis across China, Europe, and North America
• Future projections for 2026 global EV sales (25M units)

Join Steve and Claire for this comprehensive analysis of the automotive industry's most significant transformation, backed by exclusive data and expert insights.

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.