What does a $50 billion EV reset look like? A lot like automakers admitting the timeline got ahead of the customer. GM, Ford, Stellantis, and Honda have now taken massive charges tied to EV programs, battery plants, factory capacity, and supplier commitments that no longer match the market. Not because EVs are dead. Because the pace was misread. U.S. EV share slipped to 7.8% in 2025, while higher prices, charging concerns, and policy changes made mainstream buyers hesitate. For dealers, this confirms what many have been feeling for a while. The market did not reject EVs. It rejected the assumption that everyone was ready all at once. Watch the full episode at the link in our bio.