Near the end of 2023, trade union IF Metall announced that it was expelling some members who refused to participate in the organization’s ongoing actions against Tesla. One of these expelled members, who currently works as a mechanic for Tesla Sweden, recently shared his thoughts about the conflict between his employer and the union. The Tesla mechanic’s comments offer a fresh view of the conflict, and they highlight the potential toll of IF Metall’s escalating efforts against the EV maker.
In a conversation with Dagens Arbete (DA), the Tesla Sweden employee, who wished to remain anonymous, stated that worker conditions in the electric vehicle maker are good. The mechanic also noted that he has not felt much change in Tesla Sweden’s operations despite the different sympathy strikes that have been implemented by IF Metall’s allies against the electric car maker. Moreover, the mechanic shared the reason why he refused to strike against his employer.
“The main reason is that I care about the environment and enjoy my job. And I care a lot about our customers too. I want customers to feel safe choosing Tesla,” the former IF Metall member noted.
That being said, the Tesla Sweden mechanic admitted that his biggest stressor right now is the “harassment” from the union. When asked by the publication about his contacts with IF Metall, the expelled member noted that he had received messages and calls that sounded threatening. The mechanic admitted that he actually is quite afraid of the union.
“So you know, I’m terrified of IF Metall. They try to make it difficult for you, provoke, as it were, so that you feel that it is difficult to be at work. They have called and sent messages and they have really tried to explain what the strike means and why I should join, before I was then excluded. And it sounded threatening actually. They have said that I will never be able to work in a union shop in the future and no unions will represent me in the future. That’s how I understood it. That they will gang up against me,” the Tesla Sweden mechanic said.
??”I’m afraid of the Union, I enjoy my job. No one asked me how I felt, what I wanted, the union just runs its own race.”
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In a unique measure, IF Metall just before Christmas excluded a number of members who continued to work at Tesla, despite the strike. Now one of the… pic.twitter.com/1OCzkIOohQ— Nicklas ???T???♻️? (@NicklasNilsso14) January 11, 2024
Overall, however, the expelled IF Metall member noted that he is quite happy that he is no longer a member of the trade union since now he can “avoid the monthly fee.” When asked about what he thinks of his exclusion, the Tesla Sweden mechanic clarified that “no one asked me how I felt, what I wanted” and that “the union just runs its own race.” He also shared how his view of the union has changed over the years.
“When I joined, I was new to the industry, and it was obvious that you should join. Then, when I got older, I realized that the membership was just an expensive subscription to a magazine,” the former IF Metall member said.
IF Metall’s union secretary Martin Gunnarsson was asked by DA about the former member’s comments. Gunnarsson noted that it is unfortunate that someone feels afraid of the trade union, though the organization has made efforts to get ahold of all its members to inform them about the strikes against Tesla. “If this person has experienced fear, it is, of course, unfortunate; a person experiences what he experiences. But we have tried to get hold of them in order to reason. It has been necessary to find out how certain things work,” the union official said.
When asked about the notion of IF Metall members who do not wish to join the strike against Tesla, the union secretary noted that such employees are probably being pressured. “I am convinced that there was a lot of pressure on everyone. Those who have gone on strike and those who are inside and working, members or not. But it is not possible to make that type of judgment; we have handled it on the basis that you have been disloyal to the statutes,” Gunnarsson said.
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Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
