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UAW’s strike gains won’t be as much of a blow to Detroit 3 as expected: report

(Credit: Ford)

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It appears that the Detroit Big Three’s losses from the UAW’s six-week strike would not be as substantial as initially feared. Thanks to initiatives such as cost-cutting measures, Ford, GM, and Stellantis should be able to weather an estimated combined $2.9 billion loss from the UAW strike.

The agreement’s 25% wage increase, restoration of cost-of-living allowances, and other benefits will add $850 to $900 to the cost of every car that Ford manufactures, as noted in an Automotive News report. The deal would also shave about 60-70 basis points from the automaker’s margins. Despite this, Ford noted that it expects to find efficiencies to offset the higher labor costs. 

GM and Stellantis are expected to adopt similar strategies. Stellantis hinted as much on Tuesday, with the automaker noting that the strike cost it over $3 billion in revenue but only about $800 million in profits. That’s less than the estimated losses of Ford and GM

Jonathan Smoke, chief economist for researcher Cox Automotive, noted that there will likely be minimal issues as the Detroit Big Three resumes full operations. “We are expecting minimal issues with factories getting back up to speed,” he said, adding that “inventory levels at dealerships held up reasonably well during the strike.”

Art Wheaton, director of labor studies at Cornell University’s School of Industrial and Labor Relations, also noted that the UAW’s deals against the Detroit Big Three would likely result in non-union automakers like Tesla, Toyota, and Honda feeling some pressure. 

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“You’re either going to have to pay more, or you’re going to have the UAW organizing outside… These are really big improvements for working class and lower-paid workers,” Wheaton said. 

While one could argue that the UAW’s gains were significant, the union was not able to secure a green light to organize all the $28 billion worth of battery plants that the automakers are building in the United States with joint venture partners from South Korea. The union, however, did win transfer rights for UAW-represented workers into Ford’s new electric truck plant that’s being constructed in Tennessee, as well as its Michigan battery plant. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Waymo robotaxi finds itself pulled over by Tokyo police

There is a likely explanation behind the humorous ordeal.

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Credit: @YukkuriMasa1225/X

A Waymo self-driving robotaxi caught a ton of attention on social media this weekend–but for the wrong reason.

The robotaxi in question was spotted in Tokyo, Waymo’s first offshore market for testing and data collection.

Waymo Pulled Over

As could be seen in the image, which was posted on X by user @YukkuriMasa1225, a Waymo robotaxi was seemingly pulled over by traffic police. The self-driving car could be seen stopped on the side of the road, while a traffic cop on a motorcycle seemed to be preparing a ticket for the robotaxi. 

The image caught a lot of attention on social media, garnering over 1 million impressions on X as of writing. Several comments poked fun at the idea of a robotaxi getting a ticket from the traffic police, while some joked that Waymo’s other vehicles could also be caught. That being said, there is a likely explanation behind the humorous ordeal.

Waymo’s Tokyo Rollout

Waymo’s robotaxi rollout in Tokyo started in April. While the vehicles are capable of driving autonomously, the robotaxis are still operated manually by drivers from Nihon Kotsu, one of Tokyo’s largest taxi companies. This means that the traffic stop that spread on social media was likely caused by a human driver’s actions, not Waymo’s self-driving system.

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Waymo’s rollout in Japan is currently focused on the seven wards in central Tokyo, which are comprised of Minato, Shinjuku, Shibuya, Chiyoda, Chuo, Shinagawa, and Koto. Data gathered by the Nihon Kotsu drivers are expected to be used to adapt Waymo’s self-driving system for the Japanese market. 

The potential of Waymo’s robotaxis is vast, particularly with regard to road safety. Over 56.7 million miles, compared to human drivers, Waymo Driver achieved a 92% reduction in pedestrian injury crashes, 82% fewer crashes with injuries with cyclists, and 82% fewer crashes with injuries with motorcyclists.

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Tesla FSD Unsupervised finally gets some media recognition

“Only Elon Musk could do this,” the host stated.

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Credit: Fox News/YouTube

A look at the typical Tesla news cycle would show that the vast majority of the coverage surrounding the company’s Full Self-Driving (FSD) program is negative.

Recently, however, Tesla’s FSD program finally got some media recognition, and from a major network too. 

FSD Unsupervised Recognition

FOX News’ Lara Trump recently featured Giga Texas in her show, My View with Lara Trump. During her visit, she was able to speak with Tesla employees and see how Gigafactory Texas operates firsthand. She was also able to see just how legitimate Tesla’s Full Self-Driving Unsupervised system really is. 

This could be seen in a video of Trump’s visit, which included her reaction to the unmanned Model Ys driving from the end of their production lines. “These cars are going to drive themselves. Look at this, there it goes! Nobody’s in there. Wow, that’s amazing. That is so cool. Only Elon Musk could do this,” Trump stated.

FSD Unsupervised Rollout

While Tesla is already using FSD Unsupervised on Giga Texas and the Fremont Factory, the company is planning on rolling out a robotaxi service using the self-driving system this June in Austin, Texas. Recent reports have suggested that Tesla is aiming to release its robotaxi service early next month. Tesla’s AI Team also seems to be hinting at an early June robotaxi rollout as well.

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While Tesla FSD Unsupervised is expected to be rolled out to the company’s robotaxis in June, CEO Elon Musk has stated that FSD Unsupervised will also be rolled out to customer cars this year. This was highlighted by the executive in the Q1 2025 earnings call. “I’m confident that it will be available in many cities in the US by the end of this year,” Musk said. 

Watch Lara Trump’s Giga Texas tour in the video below.

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Tesla offers legacy Model Y owners an interesting promotion

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Credit: @TeslaFrenzy/X

Tesla is offering those who are owners of the legacy Model Y an interesting promotion in an effort to get them into the newest version of the all-electric crossover.

The Model Y underwent an overhaul by Tesla over the past year, and earlier this year, the company finally started launching it in markets across the globe.

It was first launched in China, Europe, and North America.

Tesla’s focus on switching over production lines had cost it several weeks of production and deliveries in the first quarter, and now the company is playing catch-up to keep pace with its yearly delivery goal. It is offering several promotional discounts on vehicles within its lineup, but now Tesla is pulling out an additional stop with the new Model Y.

As a way to push legacy Model Y owners into the new vehicle, Tesla is offering a $2,000 discount to those drivers if they take delivery of the new build:

The new Model Y offers substantial benefits over the older version, and the changes are not just different in terms of aesthetics:

The new Model Y features acoustic-lined glass for a more peaceful cabin, refined suspension for a better ride, a sleeker design for better aerodynamics, and even smaller changes like quieter-closing doors.

With some concerns about demand, it still seems Tesla has plenty of buyers, but it would truly like to get more people in the new Model Y. Tesla came in under consensus estimates for deliveries this past quarter, but did spend several weeks switching over production lines at all of its factories.

Still, the automaker is moving toward a big year with the rollout of the Robotaxi ride-hailing service and affordable models coming soon.

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