The episode discusses the federal investigation into UAW President Shawn Fain, Honda's potential expansion, and insights from McKinsey on electric vehicle trends.
The Department of Justice is investigating UAW President Shawn Fain for alleged favoritism toward his fiancée, Honda CEO Toshihiro Mibe is considering an eighth North American plant, and General Motors is trying to differentiate their new Chevrolet and GMC designs. Plus, McKinsey analysts discuss the firm’s 2026 mobility survey and the steady rise of electric vehicle adoption.