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The EV “iPhone on wheels” era is meeting its first real budget meeting — and the spreadsheet is winning. Today’s key headlines: New polling shows 55% of buyers expect their next car to be an alternative fuel vehicle — but hybrids lead at 30.5%, with pure EV interest around 24% A “confidence gap” is forming fast in used EVs, where battery risk changes everything The used market gets hit with a supply wave: +24.3% pre-registrations, +~25% EV ad volumes, and an average -$489 EV price move in a month Canada pulls a geopolitical curveball: 49,000 Chinese-made EVs allowed in at 6.1% tariff (vs the old 106% duty) — aiming for sub-$35K CAD affordability Dealers retreat to the profit fortress (service)… but there’s a warning line: Over 70% service retention = danger zone “Hybrid scheduling” emerges as the operational theme: AI for simple bookings + humans for complexity Investor chill: Apex walks from the Pinewood.ai deal, but Pinewood pushes forward with AI moves and a major Lithia contract 00:06 EV hype meets reality (and the bills) 01:14 The 3 forces: demand shift, supply valve, profit pivot 02:26 Polling shock: 55% want AFVs — but hybrids lead (30.5%) 04:01 The used-EV “confidence gap” (battery anxiety) 05:26 Incentives aren’t the main driver — “fit for life” is 06:46 Used EV inventory flood: preregistrations +24.3%, ads surge, prices drop 08:26 Canada opens the door to Chinese EVs: quota + tariff reset 10:16 Fixed ops is the shield — but retention under 70% is a red alert 11:36 “Hybrid scheduling”: AI + human to remove service friction 13:11 Investors get cold: Apex exits Pinewood.ai deal, Rule 2.8 clock starts 14:31 Big themes: hybrid reality + affordability squeeze 15:56 Outro / final take: optimize everything, hype won’t save you To keep up with the latest headlines, check in daily at AutoNewsTalk.com