UAW Hits Back Over The Net, Ford Cancels 2023 Lightning Stock, Predictive Pizza Ordering w AI

Paul Daly: 0:01Yo, it's Tuesday already, we're coming in super hot. You know, talking about the UAW we've been. There'll be days when we don't. But today we will. For canceling its 2023, lightning stock and predictive pizza ordering. I stopped it they

‍Kyle Mountsier: 0:17

stopped predicted pizza. I can tell you, teachers always predicting.

Paul Daly: 0:22

You know, it's not predicted pizza ordering is not too hard. If you're my family. Were very simple.

Kyle Mountsier: 0:28

Very simple. Yes, today, tomorrow, and every day, I think they were ordered pizza word all band hall last night. So yesterday, we released the very first mainstage panel from a soda con. That's what we did for those that want to check it out. Yeah. And I'm like getting off and about to head downstairs from a little place at home. And I just like pull it up. And I see it. I'm like, I click into it off the LinkedIn posts that go takes me to the YouTube, where the full length version is. And I just scrub to, you know, about midway, because I was a part of the panel, I scrub through about midway, and I turned my phone sideways. And what about lost myself? Because it goes like, Mike to Liza to Damon to me, and the audio tight cut. And then, and then that cuts. And I'm watching like the little like, you know, the iMac cuts and the wives and the tights, and it was engaging. And then, um, sitting there just going this is incredible. And like three minutes in, I just realized I'm listening. I'm actually tracking back on what they're saying. Yeah, because you know, you're moderating a panel, you're listening to make sure that you drive the conversation, instead of listening for like, what are they? What What am I gaining out of it? And I'm in this thing that I moderated just listening to go gain that out

Paul Daly: 1:57

of this. Yeah, cuz when you're moderating, you're in it, but you're in it for a different reason. Right? Right, you're like, Okay, I have to make sure I'm passing it around. And I have to do all that. I saw it. I saw it last night. You know, when you're moderating a conversation, you don't get to experience what the audience experiences even at a soda con. From the visual standpoint, with that gigantic screen, I'll tell you what, the team did a great job capturing it so that now we can share it with all the people that couldn't be there. So this session is out. It's on our YouTube channel, I think we might have posted a link on LinkedIn. But we're starting to release all the kind of on demand video from a solo con, it's going to be dripping out. Over the next several weeks. We have terabytes of it. Everything's multi camera angle, everything's got good audio. Everything is designed not to just be a random like fixed camera in the back just so we can say we released it. No, it's like its own experience. We even got even got a little little cameo from our AI bot that we made for the show. Connie, if you weren't there, we literally designed this AI voice and all that she introduces all the speakers, it's a whole lot of fun. So you go to our YouTube channel, you get there easily by going to so tube, a s o t u dot B E, and you can see that in a bunch of other content. So this time of the release is was our first mainstage panel, future state of the union balancing EVs and a constantly changing marketplace with you know, people like Mike Stan and Steve Greenfield and bison, Porsches and Damon Lester. And our very own Kyle mounts here.

Kyle Mountsier: 3:23

I got up there. I was like, Cool. Boy,

Paul Daly: 3:25

you had your remarkable you are locked and loaded. You were locked and loaded. I saw that. Well also, we have a lot of podcast content about to drop from a soda con or a soda con sessions, which are very short bursts podcast awesome. For like a little run or a dog walk you listen to a few at a time early 1012 minutes each. You can just go on Spotify, Apple, Apple podcasts, or whatever. And just search a so to con sessions, soda con sessions. And we're just searches. So do and probably all of our podcasts will pop up. We have some great stuff still from last year. And we're about to drop all the sessions from this year. Look at the new cover it looks great. Team has rested on that. Yeah, so the soda affective again rocked it out by sponsoring the podcast stage to make that a massive hit. And of course, like all the mainstage content, you want to give a little thanks a little note over to our friends at cars and stream companies for making the whole event happen in a pretty substantial way. Also all the news today do we're doing so much reform and it's in we have our live Premiere or our premiere of more than cars Episode Two much anticipated.

Kyle Mountsier: 4:30

Next week, man, we gotta get Yeah, we'll get the word out. We'll help share the word out. It'll be event on LinkedIn and YouTube and the whole nine yards but check, but just put it on your calendars one o'clock on the 11th one o'clock Eastern. You're not gonna want to miss it.

Paul Daly: 4:43

Alright, we have to talk about some news now because that's what we do on the morning show. Actually, I think we need to start saying this. Nathan, our producer has been honest about this very gently as he usually is. But this show is called the automotive troublemaker, not the morning show. We're going to start calling it the automotive of troublemaker because we do get a little trouble on the show and it's kind of fun and like we say the troublemakers make their way to us because we like just tell it like it is. So here you go. First story admits ongoing negotiations between the UAW and GM The union has finally presented a counteroffer a meanwhile, Ford has announced Oh, I didn't do this part. You aw up and doing that. Alright, so UAW presented a counteroffer to GM and Ford separate situation same strike announced an additional 330 layoffs tied to the strike. So the parts house bringing the total number of workers they've laid off since the strike nine to 930. So two GM jams best offer so far included a 20% pay increase over four years, as well as speeding up the rate at which new employees can reach the top tier of pay by like they doubled it or they cut the time in half. And they moved parts warehouse workers to similar rates as those in the manufacturing plants because there's usually a bit of a wage disparity there. GM says so far, we have put five record offers on the table and David five record offers. David Barton as a GM spokesperson said in the statement, we are assessing the offer from UAW, but significant gaps remain. Wow. Mr. volleying, I guess

Kyle Mountsier: 6:26

I'd say our full volley and at least the UAW has come back with a counteroffer. Like kudos to them it seems like it took them a hot minute to get that back. But I like as a manufacturer like wow, we've been putting this amazing stuff out there's still gaps that remain the you know, with I was hopeful for like three to four weeks I'm seeing six to seven you know, on the on the old strike so we'll see we'll see what comes of it

Paul Daly: 6:54

yesterday we record in the wheelhouse another one of our shows and and you are doing the lightning round. And the question was which one of the OEMs do you think is going to reach a settle deal first, and you said Ford? Yeah. So likely, doesn't it?

Kyle Mountsier: 7:09

Like Yeah, watch. Watch what happens when when we go through this? It hurts us as a company. Yeah. And so I think I think everybody's gonna get stuff in order a lot quicker.

Paul Daly: 7:20

That's true. Speaking of getting things in order. Segue better segue than all three together yesterday, not in order in a non decisive move to prioritize build quality Ford has cancelled all US dealer stock orders for the 2023 f150. Lightning. This comes as the automaker returns the vehicles to the dedicated Ford's rogue electric vehicle center for a thorough review and assessment of its growing concerns over the company's high recall rates. So while some are raising concerns on safety, Ford is assuring everyone that decision is not due to safety concerns. Instead, they're taking measures to ensure that every f150 Lightning truck meets quality standards before they get into the hands of consumers. They did say that all all units marked as pre sold so like if someone sold the unit ordered it those are considered there's not being cancelled. But everything else they're sent it back to the drawing board there. They've had more recalls this year than any other automaker at 4.1 million vehicles. And this is kind of amongst national highway traffic and safety administration deepening its investigations on reported engine failures in the Ford Bronco Jim Farley CEO says hey we know we have some quality issues it's going to take us several years to sorted out their roads the lightning it's back to the plant

Kyle Mountsier: 8:39

it's frustrating because the lightning just overall as as a you know as a truck and like the technology in it and what I've experienced of it is a legit truck. But there's still just these concerns and they moved super fast to be the first to market with a truck and anytime you're first to market I don't care what the product is gonna have. What's the technology dancers? Yeah, you're always gonna have gaps and so it's not that it's not that like crazy to me, but it was wild. I saw a couple of LinkedIn posts like whoa, who cancelled all my pre sells you know? Are all of my mentors my stuff?

Paul Daly: 9:18

I'll tell you what, man quarters Jim Farley might make the big bucks but he's got a really hard job he's managing he's imagine like oh my desk in the morning right you're like Sean Fein i Let's see what Sean's okay as major Evie initiative. Okay, we're bringing them all but like what else do we got? Not an easy job. Speaking of not easy jobs, or easy jobs, or jobs?

Kyle Mountsier: 9:44

Well, if I had to guess historically, a job a little caesars was not that not the easiest job but Little Caesars is doing a lot to change that they're deploying a bunch of new tech making ordering and pickup faster and easier. They've been using data recently to predict what customers are gonna want making service quicker and reducing mistakes. They're even hoping to train new employees in as little as 15 minutes. So they've got that mobile ad

Paul Daly: 10:10

it takes to get the pizza.

Kyle Mountsier: 10:13

Well, that's actually wrong. So Little Caesars mobile app, and pizza portal allows customers to order and pick up food without interacting with cashiers reducing pickup times to 30 Seconds or Less facts, I'll tell you a story in a second. They have a platform called Caesar vision, which I love the name of it, it's powered by AI. And it is their that is their data system that allows them to predict inventory needs for every US location, by optimizing ingredient usage, minimizing waste, making sure the right things are in the right place at the right time kind of sounds like a manufacturer that we know. They and then they've also used all of this AI to streamline a hire new hire training process from three to four days to 15 minutes. This is what so my family, we're like big fans, a little caesars, one of those reasons is because like between the exit on the highway and our house, which is less than a mile and a half, there's a little caesars, like in a right hand turn, then you get a right hand turn out to 100. So it's perfect, right? And so when you go in there one, if you do have the Little Caesars app it is so it's so clean and easy. You literally order on the app, you get there, you scan the little app, so you're there it unlocks and an open door it has your little slot and the pizza or more you pull a pizza out and then you roll out. It is really literally lickety split. But here's the thing, if I don't do the app, and I go up in order, it's like maybe a minute. All right, that's she's like 768 swipe, as she's turning it around, or the guys turn it around, gets the pizza by the time they're setting it down. I'm done paying. I'm rolling out that sounds amazing. And this is what this is the other piece that I love. I've gotten to witness like the the way that they communicate. There's this concept. And I don't know if this is just like a couple little caesars that I've been to locally. But the way they're trained to communicate is basically when they pull an order, they basically fire back to the kitchen, where their stock levels are on the line. So there'll be like one, one pep one sausage, one cheese, three wings, and they just like they're like, that's where we're after this guy. Gosh, all right. This is where we're at.

Paul Daly: 12:29

I love it dialed in process. And I guess, you know, the love part of the story that you mentioned in the beginning, where training used to take three to four days. And now they can have someone oriented. And if you click through in the article, it tells a little more about story, but have somebody oriented and actually running the register in 15 minutes. That's because the system I mean, that's, that really is a great thought for anyone running any business. And especially for dealers, especially I'm thinking fixed ops, how can you make it so that the least qualified person possible can do the job, and that, that that all hinges on you having a system that you use every time. And if you don't use it every time then it's not really a system aside from like the other thing. So this is amazing, you could be able to bring somebody in and trading them in 15 minutes. In this day and age for an entry level position like that. I feel like how can that not raise the value of Little Caesars?

Kyle Mountsier: 13:20

If you actually so I like peek over? Because I'm always interested you look at the point of sale system, it's very point and click you know, it's like got big, crazy reading. Yeah, that's, that shouldn't be that difficult. Like when you think about actually I know some single point of contact dealers that are that are shortening their timeline to get someone in front of a customer because everything's right in front of this really clean simple UI. Yeah. And like, if a customer can do it,

Paul Daly: 13:46

that's exactly like that's why I like the self ordering stuff that all these places. Now they make it so easy that if the customer can do it, how can you not be better at it with just a little bit of training? It's part of the good stuff. It's part of the good stuff. We need

Kyle Mountsier: 13:59

some partnerships and technology and some dealers to get on that right there. That's the truth. Well, we

Paul Daly: 14:03

hope that this makes you a little bit better today. So get out there and make a little trouble love a few people and we'll see you back here go check out our SOTU YouTube channel.

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