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đ Automotive Data, Tech Training, and West Coast Vibes

TOGETHER WITH
Welcome to Friday, Fam!
Most of the crew swapped coasts this week to post up at the LA Auto Show, and anyone who got left behind isnât jealous AT ALL.
The set doesnât look extra dope or anything.
The vibe definitely isnât immaculate.
And the guys certainly arenât pulling off this weirdly perfect East Coast meets West Coast thing with their creatives-wear-black fits and sunglasses.
Anyway, no big deal.
Weâre not bitter. Youâre bitter.
Keep Pouting Pushing Back,
-Chris & Kristi
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THE NEWS
Carvana, Stellantis, and the Fixed Ops Fault Line (According to John Frazier)

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Carvana buying another CDJR store in San Diego isnât the headline â itâs the context. The real story is the fault line John Frazier has been calling out long before this deal hit the news.
Stellantis didnât streamline technician training â they hollowed it out. A development pipeline that once built elite, dealer-level diagnostic techs has been reduced to a fast, online progression with none of the rigor that used to define the brand.
Now enter Carvana, plugging hourly used-car techs into warranty-level complexity inside that weakened ecosystem. Itâs not shocking â itâs predictable.
And John said it best: Carvana isnât the problem. Theyâre a symptom.
The real issue is an industry quietly backing away from technician excellence while the work keeps getting harder.
If heâs right⌠what do you think this means for fixed ops over the next 24 months?
What November Really Tells Us

Novemberâs numbers arenât shocking â but they are loud. Retail sales dipped 4.8% and SAAR held at 15.4 million as the industry continues to work through the EV pull-ahead from the now-expired tax credit.
EV share has essentially halved since September.
But this isnât a crash. Itâs a reset.
And resets expose what was already shifting.
JD Powerâs latest data shows EV transaction prices climbing to ~$52,400 while hybrids quietly take the âaffordable efficiencyâ crown. Two months post-credit, EV share is settling around 6% while ICE and traditional hybrids do the heavy lifting.
Hereâs the real headline: the next winners wonât be âEV storesâ or âICE stores.â
Theyâll be portfolio stores â flexible, incentive-aware, and ready to meet customers where the economics actually land.
Gen Z: The First âAlways-Upgradingâ Buyer

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Gen Z is stretching thin â delinquencies are up, credit scores are down â but theyâre also the best-prepared buyers in the market. They come armed with online quotes, calculators, rate expectations, and a realistic understanding of monthly payments.
Leasing appeals to them not just because itâs cheaper, but because it lets them stay technologically current. This is the first generation that treats vehicle ownership like smartphone ownership: a cycle, not a forever purchase.
Every store that learns to serve Gen Z well will be future-proofing itself, because their habits will define the mainstream.
Nelly Headlines All-Star Lineup at Dave Cantin Group's NADA Celebration
Get ready for the ultimate industry celebration at NADA 2026!
Join Dave Cantin Group to celebrate the who's who of the automotive world for a night to remember at LIV Las Vegas Nightclub inside the Fontainebleau Thursday, Feb. 5 2026.
Headlined by hip-hop icons Nelly, Fat Joe and Rev Run, this exclusive invite-only experience is one for the books.
Request your table or VIP pass at [email protected] and be part of what we know is THE most legendary celebration at NADA.
EVERYTHING ELSE
Fiverrâs âNobody Caresâ and the Growing Comfort With AI-Made Creative Work
Fiverrâs new short film âNobody Caresâ leans into a familiar debate: does it matter if creative work is made with AI? The filmâs core message is simple â audiences focus on results, not the tools behind them.
Several recent studies suggest the public is increasingly comfortable with AI-assisted creativity:
97% of listeners in a Deezer/Ipsos study couldnât tell the difference between AI-generated music and human-made songs.
A Bynder survey found that 82% of consumers donât mind if brands use AI to write copy, as long as it feels genuine.
56% even say AI-generated content is more engaging than human-created content.
For creative professionals, the takeaway is that perception of âauthenticityâ now comes from performance, not process. Fiverrâs campaign mirrors this, suggesting AI expands capacity rather than replaces talent.
What do you think? Do methods still matter? Did they ever?
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