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As we wind down on another week, we’re looking at August’s EV numbers and the gains by GM. Plus, we talk about the NHTSA’s investigation into Full Self Driving, and how Rivian is re-skinning its R1s for spooky season.

Show Notes with links:

• General Motors' latest electric vehicles, combined with Tesla's Cybertruck, significantly contributed to an 18% increase in U.S. EV registrations in August year over year.
  • U.S. EV registrations hit 111,952, accounting for 8.6% of the light-vehicle market, up from 7.5% the previous year.
  • GM’s new Equinox EV and Blazer EV made the top 10 EV models,helping Chevrolet place as the #3 EV brand in August, up from #7 in May. Tesla and Ford were #1 and #2.
  • Tesla remains the leader in EV sales but saw its market share drop to 46% as legacy brands like GM, Honda, and Kia close in.
  • Generous leasing offers and incentives are boosting EV sales, although concerns remain about their impact on profitability.
  • “It's basically impossible for Tesla not to lose market share as new EV models stream into the marketplace,” said Ed Kim, AutoPacific's chief analyst.

• The National Highway Traffic Safety Administration has opened an investigation into 2.4 million Tesla vehicles equipped with Full Self-Driving software after reported crashes in low-visibility conditions.
  • The probe involves Tesla models from 2016-2024, including Model S, X, 3, Y, and the 2023-2024 Cybertruck.
  • Crashes occurred under conditions like sun glare, fog, or airborne dust, with one fatal crash involving a pedestrian.
  • Tesla has a "camera-only" approach to FSD, compared to rivals who use radar and lidar.
  • The investigation adds pressure as Tesla focuses on self-driving technology, robotaxis, and new concepts like the "Cybercab."
  • Tesla has not commented on the investigation.

• Rivian is bringing some Halloween fun to its R1 vehicles with a set of “Car Costumes,” allowing owners to transform their EVs into iconic movie rides or spooky-themed designs.
  • Owners can choose from "Knight Rider" KITT, the "Back to the Future" Time Machine, or a "Haunted Rivian" costume.
  • Features include themed lighting, sound effects, and interactive display changes.
  • New Halloween-themed modes also include ghostly reskins for drive modes, zombies on pedestrian sensors, and spooky sounds.
  • Rivian’s fun-filled update goes live on October 18, offering a whimsical break from the usual serious auto industry.

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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