GM Pivots to Battery Storage, VinFast Shrinks Its Dream, Nvidia Scales Autonomy

GM Pivots to Battery Storage, VinFast Shrinks Its Dream, Nvidia Scales Autonomy

Author: More Than Cars Media Network March 18, 2026 Duration: 12:00
Shoot us a Text. Episode #1296: GM and LG retool for energy storage as EV demand cools, VinFast restarts its North Carolina factory with a fraction of the jobs promised, and Nvidia adds four major automakers to its autonomous driving platform. Show Notes with links: GM and LG are retooling their Tennessee Ultium Cells joint venture plant for energy storage batteries, and recalling 700 laid-off workers to make it happen. The facility was originally built to supply EV batteries, but slower-th...

Every weekday, Paul J Daly and Kyle Mountsier get behind the mic for Automotive State of The Union, cutting through the noise of the daily news cycle. This isn't about recapping headlines; it's about finding the critical links between what's happening on dealership lots, in broader retail trends, across the tech landscape, and within our wider culture. The conversation is built for action, designed to give those steering the automotive industry the clarity and perspective needed to make decisive moves. You'll hear them break down how a shift in consumer behavior or a new software platform actually impacts the day-to-day reality of moving metal and serving customers. From the More Than Cars Media Network, this daily podcast serves as a vital briefing for anyone with a stake in the automotive world-whether you're managing a single rooftop, overseeing a large group, developing a new brand strategy, or supplying the industry. Tune in for a direct, unfiltered take on the forces reshaping how cars are sold and serviced, delivered with the energy and insight that turns information into a practical advantage.
Author: Language: en-us Episodes: 100

Automotive State of The Union
Podcast Episodes
Carvana Keeps Growing While GM and Sony-Honda Hit the EV Brakes [not-audio_url] [/not-audio_url]

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Shoot us a Text. Episode #1323: Carvana keeps buying rooftops while Stellantis slows consolidation. GM delays its next-gen EV trucks amid weak demand, and Sony-Honda scale back Afeela. Show Notes with links: Carvana just…
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Shoot us a Text. Episode #1321: Sedans eye a comeback as affordability bites, tax refunds rise but don’t fully convert to sales, and a $2K stripped Tesla proves EV durability in the wildest way possible. Show Notes with…
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Duration: 11:57
Shoot us a Text. There's nothing better than Saturday morning, especially because Kyle and Paul get to sit down with Chris Reeves and talk about some of the amazing things happening across their industry today. We talk a…
FTC Re-do, Making Sense of Farley, Auto Makes Weapons [not-audio_url] [/not-audio_url]

Duration: 11:10
Shoot us a Text. Episode #1322: Dealers brace for long-awaited FTC answers, Ford walks a tightrope with China partnerships, and automakers could be heading back to wartime production. Show Notes with links: https://nada.…
CarMax Goes Older, Rivian Reuses, Resale Finds New Buyers [not-audio_url] [/not-audio_url]

Duration: 14:05
Shoot us a Text. Episode #1320: Today we unpack how CarMax is leaning into older inventory, Rivian is powering plants with old batteries, and resale is becoming the new customer acquisition engine for brands. Show Notes…