Why The Amazon-Hertz Deal Worries Dealerships [12:32]

YouTube ^ | September 29, 2025 | CNBC Television

[SunkenCiv]

Hertz's partnership with Amazon is another step in the e-commerce giant's slow march into auto sales. The deal could be a boon for the rental car giant, which is trying to sell more of its cars directly to consumers. Some experts say the shift toward direct online sales, especially involving e-commerce giants like Amazon, could spell trouble for dealerships, possibly even large publicly traded companies such as AutoNation, Group1, Sonic Automotive, Penske, and Asbury. Wholesale auction companies such as Manheim and AVC are also liable to be watching the shift, as direct to consumer sales could threaten their inventories. 

Why The Amazon-Hertz Deal Worries Dealerships | 12:32 
CNBC Television | 4.03M subscribers | 361,153 views | September 29, 2025

 

Chapters: 
00:00 Introduction 
01:11 Chapter 1: The deal 
04:10 Chapter 2: Threats to dealers 
05:47 Chapter 3: Constraining supply 
07:39 Chapter 4: Skepticism 
09:28 Chapter 5: Chipping away

[SunkenCiv]

The company is moving from the iconic Glass House to a new 2.1 million-square-foot world headquarters closer to Greenfield Village, about a mile away from the Glass House. 

Ford announces move to new headquarters, Glass House to be demolished | 3:17 
WXYZ-TV Detroit | Channel 7 | 826K subscribers | 18,896 views | September 15, 2025

[SunkenCiv]

Nissan reportedly seeks Saudi Arabia's PIF and future collaboration with Foxconn
Nuying Huang, Taipei | Elaine Chen, DIGITIMES Asia
Friday 11 April 2025 | edited by Jack Wu

Nissan, long a pillar of Japan's automotive industry, is facing deepening financial troubles and is now turning to an unexpected potential lifeline: Saudi Arabia's powerful sovereign wealth fund, the Public Investment Fund (PIF).

According to Automobilwoche, Nissan is in active discussions with PIF, signaling a possible shift away from earlier rumored partners such as Honda and Taiwanese manufacturing giant Foxconn(2317.TW). While both Honda and Foxconn had reportedly explored opportunities with Nissan, neither engagement has produced a concrete outcome.

PIF is no stranger to the electric vehicle (EV) space. It holds a controlling stake -- reportedly around 60% -- in US-based EV startup Lucid Motors, with total investments reaching US$8 billion. PIF also launched its own Saudi EV brand, Ceer Motors, in partnership with Foxconn, as part of the ambitious plans to diversify its economy and invest heavily in future mobility technologies.

Industry analysts say a deal between PIF and Nissan would not necessarily conflict with Foxconn's interests. Foxconn has publicly stated its intention to participate in Nissan's future only as a Tier 1 supplier -- providing contract manufacturing services, rather than taking on any ownership role.

[SunkenCiv]

Electronic Arts will be acquired in a $55 billion all-cash deal by Saudi Arabia's Public Investment Fund, Silver Lake, and Affinity Partners. 

Saudi fund snags EA in $55 billion deal | 3:36 
CNBC Television | 3.23M subscribers | 2,858 views | September 29, 2025

---

David Faber unpacks the $210-per-share deal to take Electronic Arts private. 

Electronic Arts to be taken private by 
PIF, Silver Lake and Affinity Partners for $55B | 5:12 
CNBC Television | 3.23M subscribers | 4,266 views | September 29, 2025

[SunkenCiv]

• Saudi Arabia's Public Investment Fund
  Our Portfolio
  The Fund seeks to build a rich investment portfolio of companies across diverse sectors in Saudi Arabia and beyond, in line with Saudi Vision 2030.

[Governor Dinwiddie]

Dealerships are vital to local economies. They infuse the local economy with money and jobs. Sort of a necessary evil.

[Harmless Teddy Bear]

Maybe Hertz will get better customer service?

Or not.

Probably not.

[Jonty30]

You will own nothing.

[lightman]

“Wanna Hertz donut?”

{{FIST TO THE BICEPS}}

“Hurts, don’ it?”

—Seventies grade school “joke”.

[jdege]

https://youtu.be/GoVzMRKwXK8?si=ZG5LOeoZ5C3SZjJ-

[SunkenCiv]

“Want a couple of acres free?” was worse.

[SunkenCiv]

Oh, no, does this mean I’ll lose my entire financial empire?!?

[SunkenCiv]

I bought a car from the Enterprise used car lot, many years ago, very happy with it. My credit union (which it turned out wouldn’t loan me the money) did say that retired rental cars (particularly from Enterprise) were highly recommended because of the regular service and accurate records.

[Dr. Sivana]

I bought our 2018 Toyota Avalon in March of 2019 with 23,000 on the odometer from Hertz Motors. It turned out to be a solid deal. 105,000 miles and no issues other than wear parts and regular maintenance (batteries, tires, oil changes, etc.)

[SunkenCiv]

Annnd the local economies are even moreso vital to dealerships. 😁

[SunkenCiv]

NASA should hire Toyota to build the next lunar rover. I’ve heard tell that they build their cars to last 30 years in the third world.

[Dr. Sivana]

I’ve heard tell that they build their cars to last 30 years in the third world.

Well, I've driven my Dodge Darts that long. I do have a friend with a Manual Shift Corolla from the '90s with 350,000+ miles on it.

[Governor Dinwiddie]

Absolutely. One helps the other. I don't want to see a world where people are buying new cars off of Amazon. Amazon is already killing small town shops and stores.

[Governor Dinwiddie]

Love the Darts, and their Slant Six engines. One of the best engines ever made.

[Governor Dinwiddie]

My Darts all had "three on the tree". In 2025, that's a guaranteed anti-theft device.

[Gasshog]

Avis put us in the Driver’s Seat last year. Nice car, low miles reasonable price.

Rental Car co. have been selling their used cars like any other dealership but Amazon just has to Intrude into everything that puts the Hurts on local retailers in Hometown USA.