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Episode #1143: Today, we pause and reflect on the state of the union, in light of September 11th and the assassination of Charlie Kirk.

This industry is about More Than Cars, and its our job to carry that light and that hope forward in how we serve our employees, customers and our communities.

• ​​US EV sales hit another milestone in August pushing EVs to a record 9.9% share of new car sales. With tax credits ending this month, Q3 is on pace to be the strongest EV quarter in US history.
• August EV sales hit 146,332, up from 9.1% share in July, while theverage EV price: $57,245 — up 3.1% from July, flat year-over-year.
• Incentives averaged $9,000 per vehicle, equal to 16% of ATP.
• Tesla’s market share fell to 38%, its lowest ever, as rivals surged.
• Cox analyst Stephanie Valdez Streaty: “The one constant in the automotive business is that fresh product sells well. The market is now flooded with all-new, fresh EVs from mainstream competitors – consumers have more choice than ever.”
  
  
  
• Ford is taking center stage in late-night TV as Jimmy Fallon tapes The Tonight Show in Detroit for the first time ever.
  • The Detroit Opera House, built in 1922, will host Fallon’s one-night show on September 15.
  • Ford is in its fifth year partnering with Fallon and NBC.
  • Fallon previously test-drove a Mustang GT with Jim Farley and filmed skits promoting the F-150 Lightning.
  • Ford-backed segments have included everything from a parody music video to puppies predicting the Kentucky Derby.

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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