Episode notes
Genesis is showing off a 657-horsepower electric flagship with coach doors, a moving OLED screen, and no traditional instrument cluster — but the loan behind that futuristic SUV may still run through decades-old code.
Today’s episode breaks down the Genesis GV90’s 310-mile EV vision, Stellantis shifting Jeep Compass production from Brampton to Illinois, the 3,000 workers caught in the middle, leasing falling to 18.4% of new-vehicle transactions, and why 87% of auto dealers and lenders are migrating aging lending platforms.
Today's Key Headlines
~Genesis GV90 uses dedicated EMP architecture with 657 horsepower and an estimated 310-mile range
~Genesis replaces the traditional instrument cluster with a head-up display and 23.6-inch moving OLED screen
~Stellantis shifts planned Jeep Compass production from Brampton, Ontario to Illinois, affecting 3,000 workers
~Leasing falls to 18.4% of new-vehicle transactions as 72- and 84-month loans rise
~87% of auto dealers and lenders are involved in platform migration as COBOL and AS400 systems age out
00:07 84-month loans meet ultra-luxury EVs
01:22 Genesis GV90 pushes electric vehicle architecture forward
05:13 Stellantis Brampton uncertainty hits 3,000 workers
07:58 Lease subsidies fade and affordability pressure rises
11:39 Legacy lending systems become the hidden industry risk
14:26 AI-connected systems move into dealership operations
17:29 Big takeaway: future tech is dragging legacy baggage
21:24 Outro: look at what had to be torn down
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