Toyota announces another massive U.S. investment. Waymo hits the highways, pulling further ahead of Tesla in the robotaxi race. Plus, KPMG’s Lenny LaRocca joins the show to talk about ongoing turmoil in automotive supply chains and what’s ahead for EV investments. Link: Why does China dominate critical minerals for U.S. car industry? - Automotive News

Tesla has lost two key vehicle program leaders this week. Dutch officials visit China to end disputes over Nexperia. Plus, Automotive News’ Laurence Iliff breaks down massive pay packages for both Tesla CEO Elon Musk and Rivian CEO RJ Scaringe.

China is easing its export restrictions on Nexperia chips, a move that is already relieving pressure on global automakers hit by recent shortages. Rivian gives CEO RJ Scaringe a Musk-style pay package. Plus, Upstream Security’s Jennifer Tisdale talks about whether the auto industry is ready for the next vehicle hack.

Automotive News’ Laurence Iliff talks about why Slate has no interest in getting especially high-tech or jumping into the self-driving race with fellow electric vehicle startups such as Tesla or Rivian. Plus, Clarify Group President Darren Slind talks about the company’s latest auto show survey and some surprising results.

Automotive News Staff Reporters Michael Martinez and Molly Boigon talk about the week’s biggest news stories, including Ford’s Signature 2.0 program and more.

Tesla enters a new growth phase with the approval of Elon Musk’s new pay package. Meanwhile, some Nexperia chip deliveries resume. Honda’s bet on EVs backfire. Plus, Apple Tree Automotive Fixed Ops Director Richard Lupo joins the show to tell us how his service department is meeting customers in their home driveways with mobile service.

CarMax ousts longtime CEO Bill Nash in a surprise leadership shake-up aimed at strengthening sales and cutting costs. Meanwhile, Nissan continues its global restructuring, confirming plans to end production at its joint factory with Mercedes-Benz in Mexico. Plus, S&P Global Mobility’s Stephanie Brinley joins the show to discuss how hybrids are reaching hitting a sweet spot with consumers looking for both performance and efficiency.

The Michigan Department of State suspends the license of a well-known dealership, alleging it sold used loaners as new. Meanwhile, the Supreme Court hears arguments on Trump’s sweeping tariffs and whether the president was lawful in his decisions. Plus, our own Laurence Iliff joins the show to talk about Slate Auto and how it plans to simplify its services.

Waymo brings its autonomous ride-hailing service to Detroit as the company expands testing in cold-weather markets. Meanwhile, dealership employees brace for the rise of artificial intelligence as automation reshapes jobs across the industry. Plus, our own John Huetter sits down with Stephen McDaniel, CEO of F&I Sentinel.

China eases its Nexperia export ban, allowing select companies to resume chip imports as the semiconductor crisis continues through the industry. EV demand cools as Hyundai dips and Kia is up after federal tax credits expire. Plus, an excerpt from the Shift Podcast with Alix Partners’ Abhijit Boora, on foreign trades and tariff delays.

Scot Hensel, finance director at Kunes Auto Group, talks about the collapse of major used-vehicle dealership group and buy-here-pay-here lender Tricolor Holdings and what it means for other lenders and dealers. Hensel tells Automotive News Staff Reporter John Huetter that he hasn’t seen any subprime lenders tightening up on the deals they’ll accept from Kunes.

Automotive News journalists Hans Greimel and Larry P. Vellequette join the show from Tokyo, where they are covering the 2025 Japan Mobility Show. They discuss the new products on display, involvement from Chinese automakers and some of the more dubious unveilings at this year’s show.

A key supplier to Volkswagen and BMW slows output as the Nexperia crisis intensifies. Ram is getting its first-ever SUV in 2028. Plus, Jessica Gonzalez of InformedIQ joins the show to talk about the latest concerning forms of fraud in the auto lending space.

Tariffs and chip concerns hit the bottom lines of three global automakers. A new analysis suggests automakers are not getting the full tariff break on vehicles shipped to the U.S. from Canada and Mexico. Plus, Automotive News’ Lindsay VanHulle explains GM’s decision to lay off more than 3,000 workers as it rethinks its electric vehicle production plans.

General Motors is pausing production at its Detroit electric vehicle plant and two battery facilities, affecting more than 3,000 workers. The power struggle inside chipmaker Nexperia is escalating as automakers ring alarm bells. Plus, Automotive News’ Carly Schaffner talks about opportunities for Hyundai’s partnership with GM now that the Detroit automaker has discontinued BrightDrop electric van production.

Tekion CEO Jay Vijayan joins the show to talk about his dealership management system provider’s growth ambitions, as well as incoming competition in the U.S. market. A new report says the Dutch government took over Nexperia over fears it was being gutted. Volkswagen Group shrugs off tariffs and starts construction on a $7 billion battery plant in Canada.

J.D. Power expects electric vehicle sales to plunge more than 40 percent in October after the sunset of U.S. federal tax credits. U.S. assembly plants could be just weeks away from shutdowns due to the Nexperia chip crisis. Plus, General Motors Chief Product Officer Sterling Anderson talks about the automaker’s ambitious tech goals, including eyes-off driving in personal vehicles in 2028.

Automotive News’ Hannah Lutz and Paige Hodder speak with experts about the state of vehicle affordability issues. The panel includes Cars Commerce’s Jennifer Newman, Melinda Zabritsky of Experian, Car Pros Automotive Group’s Shirley Jones and New Jersey Coalition of Automotive Retailers’ Laura Perrotta.

Automotive News’ Hannah Lutz and Larry P. Vellequette discuss the biggest stories from the past week, including the fallout from multiple supply chain crises, as well as General Motors’ big bet on eyes-off driving in 2028.

Nissan’s largest plant in the Americas goes down due to an aluminum shortage. That same disruption could cost Ford $2 billion. Plus, Alex Snyder and Tom Harsha of VehicleLyfe discuss how dealership service departments can create loyalty with customers.