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The tension for change is real. AI is yet another catalyst for change.

Carvana has 19 million visitors per month.

Carvana is valued at 26 bill$. This is MORE than the top 5 franchised dealers.

1. Penske Automotive Group, Inc. (PAG): Market Cap: $10.36 billion.
2. Lithia Motors, Inc. (LAD): Market Cap: $9.62 billion.
3. AutoNation, Inc. (AN): Market Cap: $6.81 billion.
4. Group 1 Automotive, Inc. (GPI): Market Cap: $5.50 billion.
5. Asbury Automotive Group, Inc. (ABG): Market Cap: $4.79 billion.

But wait, theres more c Suite anxiety....

It would take approximately 24 General Motors to equal Tesla's market capitalization.

Best Case:  AI helps OEMs get rid of their mind numbing rules (Carvana and Tesla have NONE... think about that)