The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Automakers will increase consumer incentives as the vehicle market sits 30% oversupplied
“I would say they're roughly like 30% oversupplied. So it's not, you know, these numbers are not low. We're sort of in this phase right now where it's the incentives are only going to keep getting better because the reality is the inventory is out there and it …”
Toyota dealerships have half the optimal vehicle supply while competitors are oversupplied
“Like if you go to a Toyota dealership, they are still at like 30 plus day supply, which is roughly half the level of supply they should have for, you know, current demand. And so Toyota and Lexus are sort of the anomaly here. I'd say the majority of the brands…”
EV demand is growing linearly, falling behind automaker supply expectations
“Right now, demand has been growing very consistently and linearly. Like it hasn't gone exponential. Like the demand is still growing. If you look at simply, you know, how many EVs are being sold, but relative to the supply that was produced and what was out th…”
Car Dealership Guy: Service department is a dealership's highest-margin profit center
“The service department is the highest margin profit center in a dealership, because, you know, for those that don't know how dealerships work, right, you have many different profit centers, you have parts, you have new car sales, used car sales, service.
Servi…”
Richtech Robotics has live robots delivering parts inside auto service centers
“They're part of a bigger company called rich tech which I had them on my podcast and they're literally chasing parts in the service center, right from the parts counter to the technician. And this is live.”
Traditional physical auto auctions build business moats by integrating floor plan lending
“The biggest physical auction or traditional auctions, what they've done is, you know, they've integrated other businesses. Now I'm not telling you here that they've kind of given up on margin on the sales front, but you know, they become lenders, right? So the…”