TOGETHER WITH

We're almost to the NADA show, Fam!

ICYMI, we’ve been gathering resources for the show and want you to have whatever would be helpful.

Check out this collection of info, maps, scheduling content, etc, and the custom AI prompts we built to make them work for you.

Of course, if you’re set on the work days but need some help planning the nights, we have NADAParties.com to help you find your people at the many fantastic parties going on next week.

Finally, it would be a big miss if we didn’t invite you to keep up with events on the ground in our morning livestreams and daily posting on LinkedIn and ASOTU.be.

It’s sure to be a good time, and if you’re making the trip or staying home this year, we want to help you catch all the important moments.

See you in vegas, and…

Keep Pushing Back
-Chris with Paul, Kyle & Kristi

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At the DC Auto Show during Public Policy Day 2026, Paul and Kyle sit down with Saferide founder Will Bright to talk about what drivers actually want from autonomy: safer, less stressful trips in the cars they already own.

Will explains how Saferide works with dealers to retrofit everyday vehicles, where Level 2 is having real impact, and why easing driver fatigue matters just as much as preventing crashes.

This is a clear look at where autonomy fits today—watch the full episode now.

The market finished last year around 16.3 million U.S. sales, the best result since 2019, but still short of the prior decade’s peak. Affordability remains the ceiling, with average monthly payments pushing into the high $700s late in the year, and that pressure is already shaping expectations for 2026.

Globally, Toyota held the No. 1 crown again with record volume, powered by strength in the U.S. and Japan and a hybrid-heavy mix. In the U.S., Toyota also leaned into a product portfolio that spans the practical to the aspirational: entry points under $30,000 on one end, and a small performance halo on the other.

The punchline is strategic electrification without betting everything on BEV timing. Hybrids did the heavy lifting in 2025, and Toyota benefited as incentives shifted and shoppers stayed cost-conscious.

GM’s year-end results impressed Wall Street, and the company is signaling confidence with a bigger dividend, a new buyback, and upbeat guidance.

GM’s advantage is cash and flexibility: it can invest in U.S. capacity to reduce tariff exposure while leaning on high-demand trucks and SUVs to keep margins healthy.

Carvana’s stock took a hit after a short-seller report accused the retailer of overstating earnings and leaning more heavily on related parties than disclosed. Carvana disputes the claims, but it is a reminder that in a high-rate world, the market is unforgiving when transparency or funding structures get questioned.

For dealers, it is worth watching as a temperature check on used-car sentiment.

Hyundai’s tariff pain dragged down quarterly profit, but investor enthusiasm jumped on a different phrase: humanoid robots. Hyundai is talking about deploying Boston Dynamics’ Atlas in manufacturing and scaling capability over the next few years.

Hyundai is framing robots as factory leverage. Tesla is framing them as a business-model pivot.

Alongside its year-end revenue decline and softer vehicle deliveries, Tesla is explicitly reallocating resources away from legacy models toward “physical AI,” including robotaxis and Optimus.

Reuters puts the headline number at north of $20 billion aimed at Cybercab, robotics, batteries, and upstream materials, with factory space being repurposed for robots.

Thanks for reading Friend. Enjoy the weekend, rest well, and we will see you next week in Vegas!