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Tesla emphasizes factory safety, preempts possible smear campaign by auto union
Tesla released a blog post Sunday evening that reemphasizes the company’s goal to become the safest auto factory in the world. The post comes after the United Auto Workers Union (UAW) attempted to rally support earlier this year from Fremont factory workers in favor of unionizing.
Tesla states that it has received several media inquiries over allegations about safety at its Fremont, California factory. The well-timed nature of the inquiries, and similarity in topic, led Tesla to believe that the UAW was spreading anti-Tesla propaganda to the media in an attempt to provoke a response from the public, and from Tesla employees. In typical fashion, Tesla acted quickly and took to the offensive to defend the company’s approach to manufacturing, and maintaining the health and safety of its employees. The company has gone as far as forming dedicated Ergonomics Teams that have exclusive focus on “improving health and safety and reducing ergonomic risk for current and future production”.
“We are building entirely new vehicles from the ground up, using entirely new technology, production, and manufacturing methods, and ramping them at high volume. Getting this right is extremely difficult, and we deeply appreciate the hard work that all our employees do to help us achieve what most regard as impossible.” says Tesla through its blog post.
Tesla notes that in just 15 years, the company has become the largest manufacturing employer in California with over 10,000 production jobs in the Fremont factory and surrounding Bay Area.
Tesla has a proven track record of putting safety first as made evident by the award-winning safety ratings for its Model S and Model X. Vehicles have taken the brunt of the impact for their occupants, have swerved to avoid accidents and have even accelerated to avoid accidents. The innovative safety features Tesla has built into its vehicles is unsurpassed in the automotive world.
Though Tesla’s safety record to date is already better than industry-average, according to its press release, the company indicates that it continues to learn and apply new production processes aimed at improving employee well-being. Among the improvements are:
- Added 3rd shift to the manufacturing schedule to cut overtime because the employees asked for it and it was the right thing to do.
- Hired dedicated Ergonomist and established an Ergonomics team to ensure that current and future Tesla manufacturing lines are ergonomically friendly for employees.
- Model 3 has been designed with manufacturing employee ergonomics in mind. The Tesla Ergonomics Team works closely with design and engineering teams to catch ergonomics issues before they happen and proactively drive these improvements back into the design of the equipment and the car. Yes, you heard that right. Tesla will redesign the car if it is resulting in ergonomically challenging situations for its manufacturing employees.
- Established safety teams in every department which meets regularly to ensure safety is a top focus in its manufacturing operating departments.
These changes are not just skin deep and the company is seeing the results of the changes already. Tesla says it has collectively reduced 52% in lost time incidents and a 30% reduction in recordable incidents in the first quarter of 2017 versus the same period last year. These more granular metrics support an improvement in the industry standard Total Recordable Incident Rate (TRIR) which at the end of Q1 2017 was 4.6, a full 32% better than the industry standard of 6.7.
Anyone who has worked in an industry where safety is important can tell you that a culture of safety awareness is built day by day, month by month over many years. Tesla has a demonstrated history of superior results. The steps it has outlined to drive further improvements at the factory are evidence of a continued focus on safety and its employees.
The full post from the Tesla Blog reads as follows:
Creating the Safest Car Factory in the World
Earlier this year, the United Automobile Workers (UAW) announced it was attempting to organize workers in Tesla’s Fremont factory. The latest phase of their campaign involves a concerted and professional media push intended to raise questions about safety at Tesla.
We have received calls from multiple journalists at different publications, all around the same time, with similar allegations from seemingly similar sources about safety in the Tesla factory. Safety is an issue the UAW frequently raises in campaigns it runs against companies, and a topic its organizers have been promoting on social media about Tesla.
Some of the publications who have contacted us have rejected covering this “story” because they understand it is a misleading narrative based on anecdotes, not facts. However, there will likely be a few publications that choose to publish stories regardless, so we want to make sure the public also has the facts. Watch for these articles to downplay or ignore our actual 2017 safety data and to instead focus on a small number of complaints and anecdotes that are not representative of what is actually occurring in our factory of over 10,000 workers.
First, some context is important. The difficulty of starting a successful U.S. car company cannot be overstated, as evidenced by the fact that Ford is the only other U.S. car company to have never gone bankrupt. We are attempting to break this trend in order to fulfill our mission of accelerating the world’s transition to sustainable energy.
We are building entirely new vehicles from the ground up, using entirely new technology, production, and manufacturing methods, and ramping them at high volume. Getting this right is extremely difficult, and we deeply appreciate the hard work that all our employees do to help us achieve what most regard as impossible. While we still have a long way to go, in less than 15 years, we have become California’s largest manufacturing employer, creating more than 10,000 high-quality production jobs in the Bay Area, many of which had previously disappeared with the closure of NUMMI under the stewardship of the UAW.
As we work to achieve our mission, nothing is more important to us than protecting the health and safety of our employees. As we look at our safety record in prior years, we realize that we have not been perfect. No car factory is perfect, but particularly given that Model S and X were the first cars we built at more than tiny volumes, we fully acknowledge that they were not designed for ease of manufacturing – far from it. As would be expected, we have since learned many lessons, including how to improve the production process for the well-being of our colleagues.
Here are just some of the improvements that we have made:
- Historically, depending on production needs, some Tesla employees have worked significant amounts of overtime because it was necessary for the company to survive. However, working overtime can be challenging for employees and their families. Last year, we added a third shift to reduce the overtime burden on each team member and to improve safety. We did this because our employees asked for it, and because it was the right thing to do.
- As a result of this change, the average amount of hours worked by production team members has dropped to about 42 hours per week, and the level of overtime decreased by more than 60%. We hired our first dedicated Ergonomist in 2013, and in 2015 established an Ergonomics Team exclusively focused on improving health and safety and reducing ergonomic risk for current and future production.
- In addition to improving the process of building Model S and X, Model 3 has been designed specifically with ergonomics in mind. Our ergonomics team has worked hand-in-hand with our engineers on the design process. As just one example, we created simulations that showed us where reaching or bending by employees was most likely to occur, which in turn allowed us to redesign the equipment and the car to eliminate these issues as much as possible.
- Each department now has a Safety Team that meets regularly to increase safety awareness and recommend improvements, many of which have already been implemented.
- We are continuing to establish health and safety management procedures to scale with our operational growth.
The third shift, ergonomic improvements and increased safety awareness have collectively led to a 52% reduction in lost time incidents and a 30% reduction in recordable incidents from the first quarter of 2016 to the first quarter of 2017. In addition, through the end of Q1 2017, the factory’s total recordable incident rate (TRIR), the leading metric for workplace safety, is 4.6, which is 32% better than the industry average of 6.7. This data shows that there has been a dramatic improvement in employee safety, we are now significantly better than industry-average, and we continue to improve each day. A few anecdotes in a factory of over 10,000 people can always be given, but these are the facts.
Tesla’s safety record is much better than industry average, but it is not enough. Our goal is to have as close to zero injuries as humanly possible and to become the safest factory in the auto industry. We will get there by continuing to ask our employees to raise safety concerns and to keep proposing ideas that make things even better.
The alternative is to stop improving and to instead do what the rest of the industry, including the UAW, has always done. But being industry average would make our safety 32% worse. We care too much about our team to go backwards.
Elon Musk
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
Musk says the US military and president set Starshield limits, not SpaceX, amid Ukraine complaints.
Elon Musk says the speed limit cutting out Ukraine’s military Starlink terminals is not SpaceX’s decision. In a post on X Wednesday, Musk wrote that “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.” He added that Starlink is a commercial service limited to civilian or defensive activities and “cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”
He was replying to Mykhailo Fedorov, Ukraine’s former defense minister, who had thanked Musk for restoring connectivity at speeds up to 160 km/h and said removing the Starshield limit entirely is “now critical for Ukraine’s defense.”
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
— Elon Musk (@elonmusk) October 14, 2026
The complaint started Tuesday night, when Ukrainian officials said military terminals began losing service above roughly 100 mph. Presidential adviser Serhiy Beskrestnov said the defense forces got no warning and several missions were disrupted, as Teslarati reported earlier Wednesday. The 7th Rapid Reaction Corps told Reuters connections dropped for 10 to 20 seconds at speeds well below the limit, which made drones harder to control. Poland’s foreign minister, Radoslaw Sikorski, asked Musk on X whether he is “playing politics with your products again.”
That is why the Starlink and Starshield distinction matters. SpaceX introduced Starshield in 2022 as the government version of Starlink, with an initial focus on Earth observation, communications and hosted payloads. It won a Space Force contract in 2023 with a $70 million ceiling. In December 2024, the Pentagon moved Ukraine’s terminals onto Starshield, covering about 3,000 units across two contracts. Ukraine’s military connections therefore run through a service that Musk now says sits under Washington’s control.
While Musk’s post describes who holds authority, it does not infer that anyone ordered the limit, and neither SpaceX nor the US government has confirmed who set it. Ukrainian officials have pointed to the timing, which follows President Trump’s push for an energy ceasefire and Musk’s Saturday post that “Zelensky has gone too far.” The BBC noted Trump denied threatening to restrict intelligence sharing with Kyiv, and no evidence has been presented that Washington requested the cap.
The episode also revives a promise from 2025. After Poland accused him of threatening Ukraine’s access, Musk said Starlink “will never turn off its terminals” and would not be used as a bargaining chip. Poland has since supplied more than 29,000 terminals to Ukraine. Teslarati also covered Kyiv’s search for Starlink alternatives in 2025, and the latest dispute gives that search new urgency.
Investor's Corner
Tesla opens the Q&A for its biggest earnings call yet
Tesla opens its Q3 earnings Q&A, and Cybercab, Robotaxi, Optimus and regulators loom over October 21.
Tesla has opened its shareholder question portal for the Q3 2026 earnings call, with the Say Q&A page already listing questions. Investors have until 4:00 p.m. EDT on October 20 to submit and vote on what management should answer.
The call is set for Wednesday, October 21. Tesla will post results after the market closes, with a live webcast at 4:30 p.m. CT, or 5:30 p.m. ET, through its investor relations site.
Say ranks questions by the number of shares behind the votes, which gives institutional holders extra weight over the retail crowd.
Ahead of Q2, retail investors asked why Robotaxi growth had stalled, when Cybercab would start customer rides, and where the Optimus Gen 3 ramp stood, while an institutional holder asked how Tesla and SpaceX would split Terafab duties. Cybercab has since answered one of those. Tesla said last week it has 300 plus Cybercabs serving Austin, up eightfold in 30 days, with Dallas named as the next city. The questions now are likely to move from when to how fast.
There is also a regulatory question hanging over the call. NHTSA has demanded sworn answers on how the pedal free Cybercab was certified against federal safety standards, with responses due October 30, nine days after the call. Whether an analyst raises it live is unknown, but it is the kind of exposure that tends to find its way into a Q&A.
The numbers will not be the main draw. Tesla already reported 486,532 deliveries and 13.7 GWh of storage for the quarter. Consensus sits around 43 to 45 cents per share on roughly $27.8 billion in revenue, according to Zacks, after a Q2 report that missed on EPS. Goldman Sachs, which holds a Neutral rating and a $360 target, argues the outlook for Robotaxi, FSD and Optimus will matter more to the stock than the quarter itself.
The call also lands six days after the rescheduled Roadster event, which Tesla will stream on X on Thursday, October 15, at 7:55 p.m. CT. If the Roadster shows up with a production date or a SpaceX thruster package, expect it to climb the voting list before the deadline.
Elon Musk
Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
Ukrainian officials allege SpaceX limited military Starlink speeds, disrupting drone missions; SpaceX has not commented.
Ukrainian officials are accusing SpaceX of placing a speed limit on the military version of Starlink that their forces use to fly drones, but SpaceX has not confirmed that any change was made. Presidential adviser Serhiy Beskrestnov said in a Telegram post on Wednesday that Starshield terminals have begun losing service when they move faster than about 100 miles per hour, according to a Reuters report. “Our defense forces did not receive a warning about this limitation, and this led to the disruption of several missions,” he wrote.
Ukraine’s 7th Rapid Reaction Corps told Reuters that connections dropped for 10 to 20 seconds at just 68 to 75 mph, which made the drones harder to control. Volunteer Serhiy Sternenko, citing military reports, said the dropouts are now starting at 37 to 43 mph. These accounts come from Ukrainian officials and military sources and have not been independently verified. Regular civilian terminals were reportedly not affected, according to EUalive.
.@POTUS: We told Zelensky, ‘You can do whatever you want to Russia, but don’t hit the refineries because that’s a world problem.’ And what does he do? He goes and hits the diesel fuel. He better damn well stop. https://t.co/CdRlMcPlKr
— Rapid Response 47 (@RapidResponse47) October 10, 2026
SpaceX has not publicly commented or explained what, if anything, changed. Beskrestnov and other Ukrainian officials believe the issue is intentional and point to the timing. Washington has been pressing Kyiv to stop long range strikes on Russian oil refineries after President Trump called for an “energy ceasefire,” and Musk posted on Saturday that “Zelensky has gone too far.” EUalive noted that neither Ukrainian nor Polish officials have presented evidence that the limit was ordered by Washington or by SpaceX, so the link to politics remains an allegation. Other explanations, such as a technical or policy change affecting fast moving terminals, have not been ruled out.
Poland’s foreign minister, Radosław Sikorski, responded on X by quote tweeting a Kyiv Independent report and writing: “Hey, @elonmusk, big man, are you playing politics with your products again? As your European customers, we are watching you.” Poland is the largest funder of Ukraine’s Starlink service, having supplied more than 29,000 terminals and covering operating costs Sikorski has put at roughly $50 million a year. The wording echoes their 2025 clash, when Musk told Sikorski to “be quiet, small man.” At the time of writing, neither Musk nor SpaceX had responded to the claims.
Hey, @elonmusk, big man, are you playing politics with your products again?
As your European customers, we are watching you.— Radosław Sikorski 🇵🇱🇪🇺 (@sikorskiradek) October 14, 2026
The dispute sits on top of a long history. Musk confirmed in February 2022 that Starlink was active in Ukraine after a request from a Ukrainian minister. That October, SpaceX asked the Pentagon to share the bill and Musk said the cost was approaching $20 million a month, before he reversed course and said SpaceX would keep paying. In December 2024 the Pentagon moved some of those terminals onto the Starshield service, the government version now at the center of the complaints.
SpaceX has also changed how its network treats certain terminals in Ukraine before, and that time it was with Kyiv’s cooperation. In February, Ukrainian officials confirmed that terminals believed to be used by Russian troops were disabled after coordination with SpaceX, a step that Ukrainian commanders later said hurt Russian assaults. Whether anything similar is behind the latest reports is unclear, which is why Kyiv is asking for answers.
Ukraine is already looking at backups. Defense tech company Stetman is developing its own satellite system, UASAT-NANO, and officials in Europe have discussed alternatives to Starlink since early 2025, though none match its scale yet.