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We Just CAUGHT General Motors | Episode 1015

We Just CAUGHT General Motors | Episode 1015

CarEdge Live Feb 19, 2026 34 min
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About this episode

General Motors is intentionally reducing vehicle production to manage inventory and maintain pricing power, anticipating a sales slowdown. This strategy contrasts with other automakers like Ford and Honda, who are either increasing production or adjusting incentives. The hosts discuss the implications of GM's approach, including potential impacts on dealer relationships and consumer pricing. They highlight that GM's decision to limit inventory is a calculated move rather than a response to supply chain issues, setting them apart from competitors like Toyota, who face high demand.

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Technical Too Afraid to Ask
Term

dealer doc fee

"you're going to see the dealer doc fee. If they add on to vehicles, as well as what add-ons they have, all sorts of good information here, please use it."

The dealer doc fee is an extra charge that car dealerships add when you buy a car. It's meant to cover the cost of handling all the paperwork for the sale.

Term

add-ons

"If they add on to vehicles, as well as what add-ons they have, all sorts of good information here, please use it."

Add-ons are extra features or services you can buy when getting a car. They can include things like warranties or special paint jobs that make the car more expensive.

Company

General Motors

"General Motors, dad, and we're going to read that article in just a second here, but General Motors is intentionally taking a position of restricting supply because they know demand is going to go down."

General Motors, or GM, is a big company that makes cars and trucks. They own several brands like Chevrolet and Cadillac.

Concept

chip shortage

"...during the chip shortage and during the pandemic when, like most manufacturers, they couldn't produce as many cars as they wanted to or had intended to..."

The chip shortage is when there weren't enough tiny computer chips needed for cars, which made it hard for companies to build new vehicles. This meant fewer new cars were available for sale.

Term

new car availability

"...we're not going to get back to the old days where there's 3.5 million new cars available every month..."

New car availability is how many brand new cars are ready to buy at dealerships. If there are fewer cars made, it means there are fewer cars to choose from.

Brand

Honda

"Honda yesterday. We talked about it with Subaru the day before that. These automakers are all"

Honda is a car company from Japan that makes many types of vehicles, like cars and motorcycles.

Brand

Subaru

"Honda yesterday. We talked about it with Subaru the day before that. These automakers are all"

Subaru is another car company from Japan that is known for making cars that can handle rough weather and terrain.

Concept

automaker strategy

"These automakers are all taking very different strategies for how they're going to navigate the next couple of years here."

Automaker strategy is how car companies decide to make and sell their cars, especially in response to market changes.

Concept

incentives

"...instead of oversupplying them and then having to do a bunch of incentives, promotions..."

Incentives are discounts or special offers that car companies give to help sell their cars faster.

Brand

Ford

"...Look at the brands over to the right on this chart. For example, Ford has a 114 days supply..."

Ford is a well-known car company in the United States that makes many types of vehicles, like trucks and cars.

Concept

days supply

"...for example, Ford has a 114 days supply. I'm going to zoom all the way in on it right there..."

Days supply is a way to measure how long a car dealership can sell cars based on how many they have in stock.

Concept

cyclical nature of the auto industry

"...the company cannot stop the cyclical nature of the auto industry..."

The cyclical nature of the auto industry means that car sales go up and down over time, often depending on the economy and what people want.

Term

MSRP

"...if you're looking for the biggest percentage discount off of MSRP, don't look for Chevy. Don't look for GMC..."

MSRP is the price that car makers suggest dealers sell their cars for. It's a starting point for negotiations when buying a car.

Brand

GMC

"...Don't look for Chevy. Don't look for GMC. Don't look for Cadillac..."

GMC is a brand that makes trucks and SUVs, and is part of General Motors, known for their strong and durable vehicles.

Brand

Cadillac

"...Don't look for Chevy. Don't look for GMC. Don't look for Cadillac..."

Cadillac is a luxury car brand that makes high-end vehicles, focusing on comfort and advanced features.

Brand

Ram

"...Go to Ford, go to Ram, go to Jeep. Those are going to be the brands where you see an oversupply..."

Ram is a brand that makes trucks, especially known for their powerful pickup trucks that are popular for work and towing.

Concept

market share

"...they're going for a market share playbook, make it up in volume..."

Market share is how much of the total sales in a market a company has. Companies want to sell more to increase their share of the market.

Concept

NADA

"...at the 2026 NADA, which is the National Automobile Dealers Association show in Las Vegas..."

NADA stands for the National Automobile Dealers Association, which helps car dealers in the U.S. by providing support and representing their interests.

Car

Chevrolet Trailblazer

"...Chevrolet, for example, plans to make some configurations of the Trax and Trailblazers..."

The Chevrolet Trailblazer is a compact SUV that is designed for families and those who need a bit more space and features in their vehicle.

Car

Chevrolet Trax

"...Chevrolet, for example, plans to make some configurations of the Trax and Trailblazers..."

The Chevrolet Trax is a small SUV that is easy to drive around town and has a lot of space inside for passengers and cargo.

Car

Chevrolet Equinox

"...you can see they've got this equinox for 207 days..."

The Chevrolet Equinox is a small SUV that many people like because it's comfortable and has a lot of space for passengers and cargo.

Car

Chevrolet Suburban

"...This is 2025 suburban for 182..."

The Chevrolet Suburban is a large SUV that can carry many passengers and their things. It's great for families or anyone needing a lot of space.

Car

Chevrolet Silverado EV

"...This Silverado EV for 186 days..."

The Chevrolet Silverado EV is an electric truck that doesn't use gas. It's designed to be more environmentally friendly and has modern features.

Car

Jeep Grand Cherokee

"... Dad. Jeep hints at the Hemi V8 returning to the Grand Cherokee lineup. I think this is a big deal at that. This..."

The Jeep Grand Cherokee is a popular SUV that can handle rough terrains and also offers a comfortable ride. The mention of a powerful engine means it might be even more fun to drive, which is exciting for fans of fast cars.

Term

hybrid models

"We're going to really invest in hybrid models and turbos. And now we're seeing those vehicles sit and now Jeep looking to bring back the V8."

Hybrid models are cars that use both a regular engine and an electric motor. This helps them save fuel and produce less pollution compared to traditional cars.

Term

V8

"...are not selling as quickly as the V8 used to. They have the cost factor of having them sit..."

A V8 is a kind of car engine that has eight cylinders. It's known for being powerful and is often found in larger cars and trucks.

Term

automobile industry

"...about the automobile industry, especially at the dealer level. If you walk into a dealership..."

The automobile industry is all about making and selling cars. It includes everyone from the companies that build the cars to the dealerships that sell them to customers.

Brand

Mercedes-Benz

"...you've seen Mercedes-Benz had..."

Mercedes-Benz is another famous car brand from Germany that makes high-end cars and trucks. They are known for their luxury and advanced technology.

Car

Bmws M

"AMG badging on anything. M's done it similarly. One way to get people to spend more money is you put these badges on things. You put a slightly bigger engine. Dad, BMW's M division, I'm going to scroll down here so we can get to the exact quote, BMW's M division saying, there's CEO saying,"

The BMW M Coupe (E36) is a cool, sporty car that looks different from regular cars because it's a two-door coupe. It’s made for people who love to drive fast and enjoy a thrilling ride.

Term

manual transmissions

"Oh, and manual transmissions on life support. It's probably not going to be there that much longer."

Manual transmissions are a type of car gearbox where you have to change gears yourself, usually with a stick shift.

Term

M series

"...even the M series, is they're pretty much saying, we're going to build more M series cars, but they ain't going to be manuals..."

The M series is a line of fast and powerful cars made by BMW. They are designed for better performance and handling than regular BMW cars.

Car

BMW M5

"...we took out a, what was it, an M3 or an M5 competition. And out of all the vehicles we drove, that was like..."

The M5 Competition is a fast and luxurious car from BMW, designed for people who want a powerful vehicle that still feels comfortable to drive.

Car

BMW M3

"...'ll never forget, we took out a, what was it, an M3 or an M5 competition. And out of all the vehicles..."

The BMW M3 is a sporty car that is really fun to drive and looks great. It's made by BMW, which is known for making high-quality cars, and the M3 is one of their most exciting models.

Term

dealer ratings and reviews

"...your product we have in market, y'all, are those dealer ratings and reviews. And I just want to show you, I logged in here so you can see the data..."

Dealer ratings and reviews are feedback from people who have bought cars from a dealership. They help you see if a dealership is good or bad based on what others have experienced.

Term

OTG quotes

"...we've got 21 verified OTG quotes from this dealership. So I come on down here and I can see what's actually going on..."

OTG quotes are the final price you pay for a car, including everything like taxes and fees. It helps you know exactly how much money you need to buy the car.

9 cars featured

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