Starboard Puts CarMax on Notice, Carvana Goes Hollywood, Lucid's CarPlay Win

Starboard Puts CarMax on Notice, Carvana Goes Hollywood, Lucid's CarPlay Win

Author: More Than Cars Media Network March 12, 2026 Duration: 11:17
Shoot us a Text. Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy. Activist investor Starboard Value is turning up the heat on CarMax's incoming CEO, arguing the used-car giant has plenty of untapped potential, and they've got a $350 million stake to back up that opinion. Starboard sent a letter to CEO-elect K...

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.
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Automotive State of The Union
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