The United Automotive Workers (UAW) has been threatening strikes at major plants run by multinational automaker Stellantis, and recent statements made by dealerships are echoing some of the union’s attacks on the company and CEO Carlos Tavares.
Many dealers joined the UAW in claiming that Tavares was mismanaging the U.S. arm of the Dodge-Chrysler parent company, causing increased inventory, job cuts, and broken promises to reopen an Illinois factory, as detailed in a report from Automotive News. Dealer groups claim that “reckless short-term decision-making to secure record profits in 2023” made them “anemic and diminished,”as market share has continued to decrease for the vehicle makers.
We’re done waiting around for Stellantis to do the right thing. We’re taking action. And we intend to fight like hell to make this company keep their promise. pic.twitter.com/1fNnWmZ8ed
— UAW (@UAW) September 17, 2024
Florida, Michigan, and Ohio dealership owner Ralph Mahalak Jr. says Stellantis needs to establish higher incentive programs to help drive inventory down, echoing details included in at least two letters sent by the Stellantis National Dealer Council to Tavares since May. He also highlights how unprecedented the situation is for the automotive industry.
“We’ve never seen this before,” Mahalak said in a statement to Automotive News. “We don’t understand what’s going on. And how did we get in this predicament? How can, basically, Carlos Tavares have the shareholders mad at them, suppliers mad at them, the dealers mad at them?”
He also says that high interest rates have only exacerbated issues with inventory, noting that this time feels less stable than ever for his business. As Stellantis and much of the industry has attempted to transition to electric vehicles (EVs), the high costs and low early returns on the new tech have increased business concerns for dealers like Mahalak.
“I’ve never felt less in control of my business than I do today,” Mahalak adds. “I felt more in control of my business during the financial crisis. I felt more in control of my business during the microchip car shortage deal a few years ago, during COVID.”
Steven Wolf, owner of Helfman Dodge-Chrysler-Jeep-Ram-Fiat and Helfman Maserati of Houston, also echoed some of Mahalak’s arguments that incentive programs could help mend inventory woes.
“We’ve got to get through our current problem of too much inventory before we can start looking at ordering again,” Wolf said. “We’ve got to get the sales rate up until we can eat through this overage inventory, and then we can blow out a bunch of cars in 60 or 90 days, and we can get back to ordering normal again.”
The dealer council has also highlighted continued production needs, despite currently high levels of inventory, as a key part of increasing the automaker’s U.S. market share.
“It’s time to turn production back on and start selling our way back to a respectable market share,” the council said in a letter to Tavares dated September 10.
Following the initial letter, Tavares met with council leaders in Detroit, later hosting a follow-up phone call on September 12 after the council’s second letter.
In recent weeks, the UAW has been threatening multiple strikes at U.S. plants operated by Stellantis, due to allegations of labor issues and the failure of the company to hold up contract promises of reopening the retired factory in Belvidere, Illinois. Last Monday, the union officially submitted a federal filing claiming unfair labor practices at Stellantis, due to the alleged breach of a contract agreed upon following the 2023 strikes.
UAW President Shawn Fain said in a livestream last week that Stellantis was “violating its commitment to America,” with its recent mismanagement.
“[Fain] continues to willfully damage the reputation of the company with his public attacks, which is helpful to no one, including his members,” Stellantis said in a statement responding to the UAW President. “We would all be better served if these issues were addressed across the table with productive, respectful, and forward-looking dialogue. A strike does not benefit anyone.”
Stellantis rejects request to buy back Chrysler & Dodge brands
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
News
Tesla hosts Rome Mayor for first Italian FSD Supervised road demo
The event marked the first time an Italian mayor tested the advanced driver-assistance system in person in Rome’s urban streets.
Tesla definitely seems to be actively engaging European officials on FSD’s capabilities, with the company hosting Rome Mayor Roberto Gualtieri and Mobility Assessor Eugenio Patanè for a hands-on road demonstration.
The event marked the first time an Italian mayor tested the advanced driver-assistance system in person in Rome’s urban streets. This comes amid Tesla’s push for FSD’s EU regulatory approvals in the coming year.
Rome officials experience FSD Supervised
Tesla conducted the demo using a Model 3 equipped with Full Self-Driving (Supervised), tackling typical Roman traffic including complex intersections, roundabouts, pedestrian crossings and mixed users like cars, bikes and scooters.
The system showcased AI-based assisted driving, prioritizing safety while maintaining flow. FSD also handled overtakes and lane decisions, though with constant driver supervision.
Investor Andrea Stroppa detailed the event on X, noting the system’s potential to reduce severe collision risks by up to seven times compared to traditional driving, based on Tesla’s data from billions of global fleet miles. The session highlighted FSD’s role as an assistance tool in its Supervised form, not a replacement, with the driver fully responsible at all times.
Path to European rollout
Tesla has logged over 1 million kilometers of testing across 17 European countries, including Italy, to refine FSD for local conditions. The fact that Rome officials personally tested FSD Supervised bodes well for the program’s approval, as it suggests that key individuals are closely watching Tesla’s efforts and innovations.
Assessor Patanè also highlighted the administration’s interest in technologies that boost road safety and urban travel quality, viewing them as aids for both private and public transport while respecting rules.
Replies on X urged involving Italy’s Transport Ministry to speed approvals, with one user noting, “Great idea to involve the mayor! It would be necessary to involve components of the Ministry of Transport and the government as soon as possible: it’s they who can accelerate the approval of FSD in Italy.”
News
Tesla FSD (Supervised) blows away French journalist after test ride
Cadot described FSD as “mind-blowing,” both for the safety of the vehicle’s driving and the “humanity” of its driving behaviors.
Tesla’s Full Self-Driving (Supervised) seems to be making waves in Europe, with French tech journalist Julien Cadot recently sharing a positive first-hand experience from a supervised test drive in France.
Cadot, who tested the system for Numerama after eight years of anticipation since early Autopilot trials, described FSD as “mind-blowing,” both for the safety of the vehicle’s driving and the “humanity” of its driving behaviors.
Julien Cadot’s FSD test in France
Cadot announced his upcoming test on X, writing in French: “I’m going to test Tesla’s FSD for Numerama in France. 8 years I’ve been waiting to relive the sensations of our very first contact with the unbridled Autopilot of the 2016s.” He followed up shortly after with an initial reaction, writing: “I don’t want to spoil too much because as media we were allowed to film everything and I have a huge video coming… But: it’s mind-blowing! Both for safety and for the ‘humanity’ of the choices.”
His later posts detailed FSD’s specific maneuvers that he found particularly compelling. These include the vehicle safely overtaking a delivery truck by inches, something Cadot said he personally would avoid to protect his rims, but FSD handled flawlessly. He also praised FSD’s cyclist overtakes, as the system always maintained the required 1.5-meter distance by encroaching on the opposite lane when clear. Ultimately, Cadot noted FSD’s decision-making prioritized safety and advancement, which is pretty remarkable.
FSD’s ‘human’ edge over Autopilot
When asked if FSD felt light-years ahead of standard Autopilot, Cadot replied: “It’s incomparable, it’s not the same language.” He elaborated on scenarios like bypassing a parked delivery truck across a solid white line, where FSD assessed safety and proceeded just as a human driver might, rather than halting indefinitely. This “humanity” impressed Cadot the most, as it allowed FSD to fluidly navigate real-world chaos like urban Paris traffic.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Recent reports have revealed that Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
Elon Musk
Tesla Optimus shows off its newest capability as progress accelerates
Tesla Optimus showed off its newest capability as progress on the project continues to accelerate toward an ultimate goal of mass production in the coming years.
Tesla is still developing Optimus and preparing for the first stages of mass production, where units would be sold and shipped to customers. CEO Elon Musk has always marketed the humanoid robot as the biggest product in history, even outside of Tesla, but of all time.
He believes it will eliminate the need to manually perform monotonous tasks, like cleaning, mowing the lawn, and folding laundry.
However, lately, Musk has revealed even bigger plans for Optimus, including the ability to relieve humans of work entirely within the next 20 years.
JUST IN: Elon Musk says working will be ‘optional’ in less than 20 years because of AI and robotics. pic.twitter.com/l3S5kl5HBB
— Watcher.Guru (@WatcherGuru) November 30, 2025
Development at Tesla’s Artificial Intelligence and Robotics teams has progressed, and a new video was shown of the robot taking a light jog with what appeared to be some pretty natural form:
Just set a new PR in the lab pic.twitter.com/8kJ2om7uV7
— Tesla Optimus (@Tesla_Optimus) December 2, 2025
Optimus has also made several public appearances lately, including one at the Neural Information Processing Systems, or NeurIPS Conference. Some spectators shared videos of Optimus’s charging rig, as well as its movements and capabilities, most interestingly, the hand:
You have to hand it to Elon 🤟 pic.twitter.com/fZKDlmGAbe
— Ric Burton · NeurIPS 2025 (@_ricburton) December 2, 2025
The hand, forearm, and fingers have been one of the most evident challenges for Tesla in recent times, especially as it continues to work on its 3rd Generation iteration of Optimus.
Musk said during the Q3 Earnings Call:
“I don’t want to downplay the difficulty, but it’s an incredibly difficult thing, especially to create a hand that is as dexterous and capable as the human hand, which is incredible. The human hand is an incredible thing. The more you study the human hand, the more incredible you realize it is, and why you need four fingers and a thumb, why the fingers have certain degrees of freedom, why the various muscles are of different strengths, and fingers are of different lengths. It turns out that those are all there for a reason.”
The interesting part of the Optimus program so far is the fact that Tesla has made a lot of progress with other portions of the project, like movement, for example, which appears to have come a long way.
However, without a functional hand and fingers, Optimus could be rendered relatively useless, so it is evident that it has to figure this crucial part out first.