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Opinion: Where would Herbert Diess fit best (hypothetically)?
Herbert Diess is officially no longer a Volkswagen employee, effective Wednesday. The seven-year reign as CEO and Chairman of the Board of Management came to somewhat of an abrupt end after Diess and VW decided to part ways at the end of August.
“These were the most rewarding seven years of my career. The future of our industry can be brilliant, but we have to change fast. Volkswagen has already changed tremendously and is well underway,” Diess said. “We have transformed the company that was seen as an autocratic cheat into a global thought leader in clean mobility.”
Herbert Diess bids farewell to Volkswagen on his final day as CEO
Diess’s future remains in question, and while retirement is the likely option, there are several routes that he could potentially go, barring any stipulation in his contract that would eliminate the possibility of working for a competitor. While it is a long shot, Diess has three main automakers he would likely benefit from almost immediately, making an impact on several companies as his proven track record speaks for itself.
Tesla
(Credit: Herbert Diess/LinkedIn)
While I have already been in numerous discussions with various people about this possibility, and even though it seems unlikely, the first company that Diess would benefit is Tesla. Not only does Diess share a friendship with Elon Musk, but he could also benefit Tesla’s European business with additional expertise on the market. VW has performed very well in Europe in terms of EVs, and helping Tesla expand its operations throughout the continent would likely be a huge advantage for the company.
Tesla undoubtedly has a bright future in Europe, but Volkswagen currently holds the EV title there. The AG owned 1/4 of the European plug-in market in 2021, according to CleanTechnica data.
Toyota
I believe Diess has the track record to be a considerable ally to Toyota. Why? Toyota and VW have a lot of parallels, and Diess would likely navigate through them with considerable success.
Toyota is the world’s largest automotive manufacturer by volume, and it has been for some time. The last time a major automotive manufacturer outproduced Toyota was when GM built nearly 1M cars more than the Japanese company in 2011. Even VW finished ahead of Toyota in terms of production that year, but it has been a masterclass in production ever since.
Credit: Toyota
Volume is not the only way the two companies are somewhat similar. EV development is also somewhat of a parallel. VW has coming out of the Dieselgate crisis and had to make major waves to regain consumer trust. Diess knew this, and pushed incredibly hard for several years to help VW reinvent its reputation as a sustainable company. Toyota really needs the same thing.
Although it isn’t going thru an emissions scandal, Toyota has basically half-committed to EVs, aiming to go toward hydrogen and hybrid vehicles instead. It is not to say that the company hasn’t contributed to sustainability in other ways: the Toyota Prius was a huge step forward in sustainable transport. Evolution needs to continue, however, and it is time for Toyota to really begin developing some high-tech EVs. They’re falling behind, and Diess, with his experience in high-volume companies and sluggish EV plans, is a good fit.
General Motors
GM would also be a good fit for Diess simply because of his push and determination to transition a company quickly. GM is honestly a company that has so much potential, but it feels like they’re falling just short of the mark in so many areas. The Bolt has plagued GM with bad advertising for several years, the HUMMER EV is having more issues than what were anticipated, and the company’s plans for electrification seem to be one drastic announcement followed by silence and promises that they’ll one day overtake Tesla.
While Tesla dominates the industry now, it will eventually take a few decades for others to catch up, and they likely will. However, Tesla is establishing itself as the leader and it is no secret. It is going to take a long time to figure out the tech and the manufacturing and the supply chain.
The first 2022 GMC HUMMER EV Pickup Edition 1 exits Factory ZERO in Detroit and Hamtramck, Michigan. VIN 001 was auctioned in March 2021 at the Barrett-Jackson Scottsdale auction for $2.5 million to benefit the Tunnel to Towers Foundation. (Photo by Jeffrey Sauger for General Motors)
GM will likely catch up to Tesla, but it won’t be in the 2020s or 2030s. They’ll all even out, just as the market is now. A lot of car companies do a lot of business, and it’s only a matter of time before other companies begin to figure things out.
GM will absolutely be a true player in the EV industry, and it’s just going to take some time. This is where I feel Diess would be a considerable asset to GM, simply because he emphasized on accelerating VW’s transition to sustainable energy. The goals of 2035 or more were simply not going to work. Things needed to be figured out now, and the goal is to establish yourself as an early player in the disruption of a sector. VW has done that thanks to Diess, GM has announced more (at least to me) but accomplished considerably less.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla ships out an update for everyone that California caused
“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”
Tesla has shipped out an update for its vehicles that was caused specifically by a California lawsuit that threatened the company’s ability to sell cars because of how it named its driver assistance suite.
Tesla shipped out Software Update 2026.2.9 starting last week; we received it already, and it only brings a few minor changes, mostly related to how things are referenced.
“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”
The following changes came to Tesla vehicles in the update:
- Navigate on Autopilot has now been renamed to Navigate on Autosteer
- FSD Computer has been renamed to AI Computer
Tesla faced a 30-day sales suspension in California after the state’s Department of Motor Vehicles stated the company had to come into compliance regarding the marketing of its automated driving features.
The agency confirmed on February 18 that it had taken a “corrective action” to resolve the issue. That corrective action was renaming certain parts of its ADAS.
Tesla discontinued its standalone Autopilot offering in January and ramped up the marketing of Full Self-Driving Supervised. Tesla had said on X that the issue with naming “was a ‘consumer protection’ order about the use of the term ‘Autopilot’ in a case where not one single customer came forward to say there’s a problem.”
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
It is now compliant with the wishes of the California DMV, and we’re all dealing with it now.
This was the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” names. Previous Transportation Secretary Pete Buttigieg was one of those federal-level employees who had an issue with the names “Autopilot” and “Full Self-Driving.”
Tesla sued the California DMV over the ruling last week.
News
Tesla workers push back against Giga Berlin unionization
“IG Metall did not succeed in Giga Berlin‘s works council election earlier today. The union share was reduced from nearly 40% in 2024 to 31% in 2026! This is a clear message by the Giga Berlin team towards an independent co-determination! The list called Giga United, led by the current chairwoman, Michaela Schmitz, received the most votes with more than 40%! Good news for Giga Berlin!”
Tesla workers pushed back against unionization efforts at Gigafactory Berlin, and over the past few years, there has been a dramatic decrease in interest to unionize at the German plant.
Gigafactory Berlin Plant Manager André Thierig announced on Wednesday that IG Metall, the European union group, saw its share reduce from 40 to 31 percent in 2026 as employees eligible to vote on the issue. Instead, the Giga Berlin team, known as Giga United, received the most votes with more than 40 percent.
BREAKING! 🚨
IG Metall did not succeed in Giga Berlin‘s works council election earlier today. The union share was reduced from nearly 40% in 2024 to 31% in 2026!
This is a clear message by theGiga Berlin team towards an independent co-determination!
The list called Giga…
— André Thierig (@AndrThie) March 4, 2026
Thierig gave specific details in a post on X:
“IG Metall did not succeed in Giga Berlin‘s works council election earlier today. The union share was reduced from nearly 40% in 2024 to 31% in 2026! This is a clear message by the Giga Berlin team towards an independent co-determination! The list called Giga United, led by the current chairwoman, Michaela Schmitz, received the most votes with more than 40%! Good news for Giga Berlin!”
There were over 10,700 total employees who were eligible to vote, with 87 percent of them turning out to cast what they wanted. There were three key outcomes: Giga United, IG Metall, and other notable groups, with the most popular being the Polish Initiative.
The 37-seat council remains dominated by non-unionized representatives, preserving Giga Berlin as Germany’s only major auto plant without a collective bargaining agreement.
Thierig and Tesla framed the outcome as employee support for an “independent, flexible, and unbureaucratic” future, enabling acceleration on projects like potential expansions or new models. IG Metall expressed disappointment, accusing management of intimidation tactics and an “unfair” campaign.
The first election of this nature happened back in 2022. In 2024, IG Metall emerged as the largest single faction with 39.4 percent, but non-union lists coalesced for a majority.
But this year was different. There was some extra tension at Giga Berlin this year, as just two weeks ago, an IG Metall rep was accused by Tesla of secretly recording a council meeting. The group countersued for defamation.
Tesla Giga Berlin plant manager faces defamation probe after IG Metall union complaint
This result from the 2026 vote reinforced Tesla’s model of direct employee-management alignment over traditional German union structures, amid ongoing debates about working conditions. IG Metall views it as a setback but continues advocacy. Tesla sees it as validation of its approach in a competitive EV market.
This outcome may influence future labor dynamics at Giga Berlin, including any revival of expansion plans or product lines, which Musk has talked about recently.
News
SpaceX President Gwynne Shotwell details xAI power pledge at White House event
The commitment was announced during an event with United States President Donald Trump.
SpaceX President Gwynne Shotwell stated that xAI will develop 1.2 gigawatts of power at its Memphis-area AI supercomputer site as part of the White House’s new “Ratepayer Protection Pledge.”
The commitment was announced during an event with United States President Donald Trump.
During the White House event, Shotwell stated that xAI’s AI data center near Memphis would include a major energy installation designed to support the facility’s power needs.
“As you know, xAI builds huge supercomputers and data centers and we build them fast. Currently, we’re building one on the Tennessee-Mississippi state line. As part of today’s commitment, we will take extensive additional steps to continue to reduce the costs of electricity for our neighbors…
“xAI will therefore commit to develop 1.2 GW of power as our supercomputer’s primary power source. That will be for every additional data center as well. We will expand what is already the largest global Megapack power installation in the world,” Shotwell said.
She added that the system would provide significant backup power capacity.
“The installation will provide enough backup power to power the city of Memphis, and more than sufficient energy to power the town of Southaven, Mississippi where the data center resides. We will build new substations and invest in electrical infrastructure to provide stability to the area’s grid.”
Shotwell also noted that xAI will be supporting the area’s water supply as well.
“We haven’t talked about it yet, but this is actually quite important. We will build state-of-the-art water recycling plants that will protect approximately 4.7 billion gallons of water from the Memphis aquifer each year. And we will employ thousands of American workers from around the city of Memphis on both sides of the TN-MS border,” she noted.
The Ratepayer Protection Pledge was introduced as part of the federal government’s effort to address concerns about rising electricity costs tied to large AI data centers, as noted in an Insider report. Under the agreement, companies developing major AI infrastructure projects committed to covering their own power generation needs and avoiding additional costs for local ratepayers.
Tesla ships out an update for everyone that California caused
Tesla workers push back against Giga Berlin unionization
