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Episode #1177: Q4 Strategy Week rolls on with EV operator-extraordinaire Andy Guelcher. We dig into life after federal credits, the coming surge of affordable used EVs, New York’s eye-popping BrightDrop incentives, and why dealers must become “energy experts” to win the next phase of EV adoption.

Show Notes:

• Post-credit reality check: EVs must stand on their own. Falling MSRPs (hello, $29K Bolt) + better charging infrastructure are easing range anxiety and widening the addressable market.
• Get ready: a flood of off-lease EVs in 18–24 months could reset used-car affordability and pull younger, tech-open buyers into payments that actually pencil.
• New profit centers: vehicle-to-home and vehicle-to-grid will let customers power homes and sell back to the utility—turning EVs into assets that can offset car payments.
• Commercial play: New York’s BrightDrop program (big per-vehicle incentives; 3-year EIN, 5-year use/5K mi/yr, 80% in-state) makes fleet vans “nearly free” for qualified businesses—move fast.
• “We’re making our team the energy experts—training with GM Energy—so we can explain the whole ecosystem, not just the car.” — Andy Guelcher

Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.
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