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 analyst compares Robotaxi to Waymo: ‘The contrast was clear’
“In short, robotaxi felt like a more luxurious service for half the cost and the driving felt more human-like.”

Tesla analyst Jed Dorsheimer of Wall Street firm William Blair compared the company’s Robotaxi platform to Waymo’s driverless ride-sharing program, and had a clear-cut consensus over which option was better in terms of rider experience.
Dorsheimer visited Austin recently to ride in both Tesla’s Robotaxi ride-sharing program and Waymo, which has operated slightly longer than Tesla has in the city. Tesla started rides on June 22, while Waymo opened its vehicles to the public in March.
A Tesla Model Y L Robotaxi is a legitimate $47k Waymo killer
The analyst gave both platforms the opportunity to present themselves, and by the end of it, one was better than the other in terms of rider experience. However, he noted that both platforms gave safe and smooth rides.
Overall, there was a tremendous difference in the feel and environment of each option.
Tesla Robotaxi vs. Waymo
Dorsheimer said that Tesla’s first big advantage was vehicle appearance. Robotaxi uses no external equipment or hardware to operate; just its exterior cameras. Meanwhile, Zoox and Waymo vehicles utilize LiDAR rigs on their vehicles, which made them “stick out like a sore thumb.”
“In contrast, the robotaxis blended in with other Teslas on the road; we felt inconspicuous flowing with the traffic,” he added.
The next big victory went in the way of Robotaxi once again, and it concerned perhaps the most important metric in the ridesharing experience: price.
He continued in the note:
“Confirming our thesis, robotaxi was half the price of Uber, showing its ability to win market share by weaponizing price.”
In terms of overall performance, Dorsheimer noted that both platforms provided safe and “top-notch” experiences. However, there was one distinction between the two and it provided a clear consensus on which was better.
He said:
“In Austin, we took multiple robotaxi and Waymo rides; the contrast was clear. Aside from the visual difference between each pulling up to the curb, the robotaxi was comfortable and familiar, and it felt as though a friendly ghost chauffeur was driving our personal car. Driving was smooth and human-like, recognizing and patiently waiting for pedestrians, switching into less crowded lanes, patiently waiting to execute a safe unprotected turn, and yet, discerning and confident enough to drive through a light that just turned yellow, so as not to slam on the brakes.
Waymo also provided a top-notch service, and we did not encounter any safety concerns, but if we were to be overly critical, it felt more … robotic. In the cabin, you have to listen to an airline-esque preamble on Waymo and safety protocols, and during the ride, you can hear all the various spinning lidar sensors spooling up and down with electronic whizzing sounds.”
Tesla Robotaxi provides an experience that seems to be more catered toward a realistic ride experience. You can control the music, the cabin temperature, and transitioning your travel from one vehicle to the next during a trip will continue your entertainment experience.
If your first trip ends in the middle of a song, your next trip will pick up the music where it left off.
Meanwhile, Waymo’s experience sounds as if it is more focused on rider expectations, and not necessarily providing a ride that felt catered to the occupants. Still, what’s important is that both platforms provided safe rides.
Dorsheimer ended the note with one last tidbit:
“In short, robotaxi felt like a more luxurious service for half the cost and the driving felt more human-like.”
News
Tesla offers new deal on used inventory that you won’t want to pass up
Tesla opened up lease deals on used Model 3 and Model Y inventory in California and Texas on Tuesday, marking the first time it has launched the option on pre-owned cars.

Tesla is offering a new deal on its used vehicle inventory that consumers looking for a great deal won’t want to pass up.
Traditionally, Tesla has not allowed potential car buyers to lease its used inventory. The only two options were to buy with cash or finance it through Tesla or a bank.
However, with the elimination of the $7,500 new and $4,000 used EV tax credits, Tesla is breaking its own rules and is now offering lease deals on its used vehicle inventory, but only in a couple of states, as of right now.
Tesla is ready with a perfect counter to the end of US EV tax credits
Tesla opened up lease deals on used Model 3 and Model Y inventory in California and Texas on Tuesday, marking the first time it has launched the option on pre-owned cars.
The deals are tremendous and can cost as little as $0 down and under $225 per month for some vehicles.
Lease a Pre-Owned Model 3 or Y
As low as $0 down & $225/month
Now available in CA & TX https://t.co/LRYRIZP8VZ
— Tesla North America (@tesla_na) August 19, 2025
Tesla also allows customers to buy the vehicle at the end of their lease deal, which enables some really great ways to end up an owner of the car you plan to drive for the next two or three years.
The lease deal also helps Tesla rid itself of older vehicles that might not be of future use to the company. It formerly planned to use leased vehicles in its eventual Robotaxi fleet, but many of the cars in its used inventory have Hardware 3, which is less capable than Hardware 4, which is installed in the new Model 3 and Model Y.
More importantly, Tesla is giving people yet another way to be in the market for a Tesla before the tax credit ends on September 30.
Elon Musk
Tesla Model Y L might not come to the U.S., and it’s a missed opportunity
The Model Y L has a variety of big changes that would be advantageous for the U.S. market, including a longer wheelbase, more comfortable seats, a third row that appears to be more spacious than Tesla’s six-seat Model Y that it previously offered, B-Pillar vents for rear passengers, and more.

Tesla’s new Model Y L might not come to the U.S., CEO Elon Musk said this morning.
It’s a missed opportunity, and I’m not the only one who feels this way.
In the past, I have personally written a handful of articles about what Tesla owners have been wanting in the United States: a full-sized SUV, or at least a vehicle that is larger than the Model Y but less of a crossover than the Model X.
Tesla is missing one type of vehicle in its lineup and fans want it fast
The only thing that Tesla has announced that even slightly matches this sort of idea is the Robovan, which is, optimistically, several years off because it lacks a steering wheel and pedals and will require Full Self-Driving to be fully autonomous.
Even if Tesla launches FSD next year, it will take a year or two to figure out manufacturing, go through regulatory hurdles with the EPA, and eventually enter mass production for customers.
The Model Y L has a variety of big changes that would be advantageous for the U.S. market, including a longer wheelbase, more comfortable seats, a third row that appears to be more spacious than Tesla’s six-seat Model Y that it previously offered, B-Pillar vents for rear passengers, and more.
However, Musk said it won’t come to the U.S. until next year, and that it “might not ever, given the advent of self-driving in America.”
This variant of the Model Y doesn’t start production in the US until the end of next year.
Might not ever, given the advent of self-driving in America.
— Elon Musk (@elonmusk) August 20, 2025
To be blunt, I’m not sure if I truly believe that Musk thinks the Model Y L won’t come to the U.S. Some believe he said this to not Osborne Effect Model Y sales here, which seems more likely than anything.
Tesla Model Y L gets disappointingly far production date in the United States
People have been buying the Model Y for two years more than any other car in the world. To act as if many families would not appreciate the extra space seems very strange; a big complaint with the Model Y is that it simply does not fit larger families.
If you have four kids, you’re forced into the Model X, which might be too expensive for some families, as it starts at $79,990.
While Tesla’s focus is undoubtedly on autonomy, it is important to remember that some people still really enjoy the act of driving their cars. Tesla has worked very hard to create a fun and sporty driving experience, especially in the new Model Y. Many consumers, including myself, like to take advantage of that.
Autonomy might eventually take over human driving completely, but in the near term, it does not seem as if that is the case. Even if someone were interested in never driving again, this longer and more spacious Model Y L would be an ideal option for American families that need the room for at least six passengers.
Quite a few big names in the Tesla community share this sentiment:
I’m a little surprised by this.
I think the Model Y L would sell extremely well in North America, even with the advent of self-driving. Americans love their larger SUVs. Bigger families here want the Model Y L. There is a need in North America for larger all-electric SUVs at a… https://t.co/v7D1IpCnET
— Sawyer Merritt (@SawyerMerritt) August 20, 2025
More than likely, Musk does not want to announce a more attractive option than the current Model Y, as many consumers would likely wait a year or two for the L in an effort to have more space.
In all honesty, I see the Model Y L coming to the United States, as it truly fits the bill as an ideal car for the modern American family.
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