The United Auto Workers (UAW) union recently came to tentative contract agreements with the Big Three automakers of Michigan, and General Motors’s (GM’s) investment plans in the agreement reportedly include around $2 billion dedicated to electric vehicle (EV) parts and production.
According to a summary of GM’s agreement with the UAW, GM is set to invest nearly $2 billion into EV production plans at facilities in Michigan, Kansas and New York (via Automotive News). The investments include $1.25 billion set for the Lansing, Michigan Grand River assembly plant and $391 million for its Fairfax, Kansas assembly facility, both of which will produce EVs. The automaker will also invest $300 million into its Tonawanda, New York site for electric drive production.
The financials come as part of more than $11 billion planned for manufacturing investments, many of which are also expected to be related to EV production. The UAW has also said that around $40 billion will be invested by the three automakers during the contract’s term, which ends in April 2028.
“We were able to wrench back so much of what these companies have stolen from us over the past few decades,” UAW President Shawn Fain said during a Facebook livestream on Saturday. “We won back our dignity as auto workers.”
The UAW GM Bargaining 2023 page is your hub to find the information you'll need to make an informed vote on the current tentative agreement. Check it out at the link below.https://t.co/5hBoPl8YrH#StandUpUAW pic.twitter.com/lj4lXuoIrP
— UAW (@UAW) November 4, 2023
Over the next few weeks, the UAW will hold votes for workers to ratify the tentative contracts, and all three of the automakers are including $5,000 ratification bonuses and wage increases of 25 percent over the four-and-a-half-year period.
Other parts of the contract include the restoration of cost-of-living adjustments (COLA) that bring the wage increases to around 33 percent, or over $42 per hour, according to the union. It will also increase the pay of temporary workers with over 90 days on the job by between 51 percent and 115 percent upon being ratified. Temporary workers will be able to become full-time and gain seniority status after working at covered locations for nine months.
Additionally, the agreement brings GM’s Ultium Cells joint venture plants under the contract’s coverage, and employees of the battery arm are expected to get hourly pay raises of at least $6 to $8 when the contract is ratified, according to the UAW.
Although GM refused to comment on the matter, CEO Mary Barra said that the automaker is “pleased to have reached a tentative agreement with the UAW that reflects the contributions of the team while enabling us to continue to invest in our future and provide good jobs in the U.S.”
Over the course of the strikes, Fain implied UAW hopes to reach other automakers not covered by the contracts in the coming years, including Tesla, Toyota, Honda and others. Last month, Fain called workers at the other automakers “UAW members of the future,” highlighting hopes to expand the union’s reach.
Following the union reaching tentative agreements with Ford, GM and Stellantis, Fain also said that the union was looking to bargain with the “Big Five or Six” in 2028 when contracts ended, suggesting that Tesla would likely be amongst the organization’s next targets.
The unionization of Tesla has seen workers divided, and past labor efforts at the automaker’s Fremont, California factory have failed. Tesla CEO Elon Musk also invited the UAW to hold a union vote at its Fremont factory last March, though the union never followed up.
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News
Tesla Model Y Performance set for new market entrance in Q1
The lightning-fast trim level of the all-electric crossover packs a variety of new improvements, including more range and better acceleration, thanks to aerodynamic improvements and other performance-based changes.
Tesla’s new Model Y Performance is set to arrive in a new market in Q1 2026, a company executive confirmed on Friday.
The lightning-fast trim level of the all-electric crossover packs a variety of new improvements, including more range and better acceleration, thanks to aerodynamic improvements and other performance-based changes.
It was initially launched in Europe, and then it made its way to the United States. However, it will soon be available in a new market: Canada.
Raj Jegannathan, a Tesla executive, confirmed on Friday that the company would be bringing its Performance trim of the Model Y to the Canadian market early next year:
Q1
— Raj Jegannathan (@r_jegaa) November 8, 2025
Interestingly, the Model Y Performances that enter the Canadian market will likely come from Gigafactory Berlin and not Gigafactory Texas, even though it is logistically more advantageous.
There is a 25 percent tariff on U.S.-built vehicles currently, and Tesla has been sending Germany-built Model Y vehicles to Canada to avoid this and keep prices reasonable for customers.
Some Model Y owners in Canada have already confirmed that their units came from the German production facility, not the United States.
Model Y Performance deliveries have not yet started in the United States, but are slated for late November or early December.
Tesla refined the Model Y Performance’s exterior design with new front and rear fascia designs, a new performance carbon spoiler, 21″ Arachnid wheels and tires, and adaptive damping to help with better handling.
There are also new Drive Modes for better control during high-speed driving.
It also packs the same improvements as the new Model Y features over its predecessors, including acoustic glass and premium sound-damping materials for a quieter cabin, and heated and ventilated front sport seats.
In the United States, it is priced at $57,490. It will very likely be higher in Canada due to logistics costs and other factors.
News
Tesla shares rare peek at Semi factory’s interior
The new video of the Tesla Semi factory was posted by the official Tesla account on X.
Tesla has shared a rare peek inside the factory of the Tesla Semi, which is expected to start production next year. Based on the video, it appears that work in the facility’s interior is ongoing, just as hinted at by drone flyers of the site.
Tesla Semi factory
The new video of the Tesla Semi factory, which is located close to Giga Nevada, was posted by the official Tesla account on X. While the video was short at less than 30 seconds long, it did show several parts of the factory’s interior, from its gigantic machines to its expansive space. The company also showed some initial production units of the Semi operating around the site.
Elon Musk shared a quick update on the Tesla Semi’s production at the 2025 Annual Shareholder Meeting. While addressing the company’s shareholders, Musk confirmed that production of the Semi is on track for 2026.
“Starting next year, we (will) manufacture the Tesla Semi. So this, we already have a lot of prototype Tesla Semis in operation. PepsiCo and other companies have been using the Tesla Semi for quite some time. But we will start volume production at our Northern Nevada factory in 2026,” Musk said.
Tesla Semi redesign
Apart from Elon Musk’s confirmation that the Semi will indeed enter production next year, Tesla also showed an image of the Class 8 all-electric truck’s overall look. Based on a slide that was shown during Musk’s presentation, it appears that the Semi has undergone a pretty major redesign. The redesigned Semi features updated design cues that align with the company’s current lineup.
Immediately noticeable from the Semi’s updated design is its front end, which now feature headlights that resemble the style of the Cybertruck, Cybercab, and the new Model Y. Several other changes appear designed to improve aerodynamics, with Tesla now stating that the Semi has an efficiency of 1.7 kWh per mile. Side cameras, likely for FSD, are also quite prominent on the redesigned Semi.
Elon Musk
Tesla says texting and driving capability is coming ‘in a month or two’
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.
In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.
However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.
CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.
One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.
He said:
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.
Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.
Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
🚨🚨 Elon Musk says Tesla Full Self-Driving v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
We are on v14.1 currently 👀 pic.twitter.com/KMkWh5Qa7T
— TESLARATI (@Teslarati) November 6, 2025
We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.
However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.
Tesla Model Y Performance set for new market entrance in Q1
Tesla shares rare peek at Semi factory’s interior
Tesla says texting and driving capability is coming ‘in a month or two’
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