The Part of the Car Business Nobody Talks About (But Should) with Kevin Tynan

The David Spisak Show

The David Spisak Show
The Part of the Car Business Nobody Talks About (But Should) with Kevin Tynan
Dec 18, 2025
David Spisak

What if the most misunderstood part of the car business is the one keeping the whole thing alive?

In this episode of The David Spisak Show, I sit down with Kevin Tynan, Director of Research at The Presidio Group, for a conversation that cuts past headlines, hype, and talking points—and gets to the real mechanics of the automotive industry.

Kevin’s journey alone is worth the listen. From growing up in Queens obsessed with cars, to Wall Street, to calling the cracks in the domestic auto industry years before they became impossible to ignore, his perspective isn’t theoretical—it’s earned.

But where this conversation really gets interesting is where we go next.

We talk about why new car sales may be the least important (and least profitable) part of the business, why franchise dealers continue to outlast every “death of retail” prediction, and why some of the biggest strategic moves by manufacturers today may be creating more risk than opportunity.

We also explore:

  • Why resilience—not scale—may be the industry’s real advantage
  • The growing gap between OEM reality and dealer reality
  • What’s actually happening beneath the EV conversation
  • Why China changes everything—even if it doesn’t show up on your lot tomorrow
  • And why the smartest leaders aren’t being told what to think, but what to think about

This isn’t a forecast.

It’s a framework.

If you’re a dealer, operator, executive, or anyone trying to make sense of where this industry is headed without the noise, this episode will challenge how you see the business, without trying to sell you a conclusion.

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