Notas del episodio
Automakers are trying to fund a software-defined future with vehicles that many mainstream buyers can no longer afford.
Today’s episode breaks down Cox Automotive’s 2.82 million-unit new-car supply, Jeep inventory running at roughly twice the industry average, Honda killing the Prologue after a 49% sales drop, used EV values rising 12.4%, and Japanese rivals sharing invisible parts so they can spend more on AI-powered dashboards.
Today's Key Headlines
~Cox Automotive puts total new-vehicle supply around 2.82 million units, or roughly 80 days
~Jeep carries about twice the industry-average days supply while holding incentives to 6.7%
~Average new-vehicle listing prices sit around $49,336
~Honda is killing the Prologue after a 49% six-month sales drop to 8,407 units
~Used EV wholesale values rise 12.4% year over year while Honda and Acura add Google Gemini
00:06 Automakers try to fund a sci-fi future with unaffordable cars
01:12 Dealer lots look full, but affordability tells the real story
02:11 Jeep carries heavy inventory without fire-sale incentives
04:32 Affordability pressure spills into the used-car market
06:45 Used EV values rise as buyers chase cheaper electric options
07:45 Honda kills the Prologue as new EV demand collapses
10:46 Japanese rivals share hidden parts to fund future software
15:41 Big takeaway: affordability, EV economics and software now define the market
18:25 Outro: are you buying the engine or the AI?
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