GM is writing down billions tied to its EV pullback while leaning back into the trucks and SUVs that still pay the bills.

Today’s episode breaks down GM’s $10.9 billion EV-related charge, Honda’s 90% North American plant utilization, NAMAD’s push to grow minority dealership ownership, silent churn in service departments, and why AI command centers may become the new dealership operating layer.

Today's Key Headlines

~GM takes $10.9 billion in material charges tied to scaling back EV ambitions

~GM raises forecasts for adjusted EPS, revenue and adjusted automotive free cash flow

~Honda’s North American plants are running at roughly 90% utilization against 1.8 million units of capacity ~Minority consumers purchase about one-third of all new vehicles

~NUMA argues AI workflows should act above the DMS to detect mi ...