The United Auto Workers (UAW) union has reportedly made progress in contract negotiations with the “Big Three” automakers of Michigan, though there is still some progress to be made, according to the organization’s president.
UAW strikes entered their fourth week on Friday, and the union held off on escalating worker walkouts for a third week in a row as new and unexpected concessions were made by General Motors (GM) this week, according to a report from Reuters. Crucially, the union expects that the concessions could put pressure on Ford and Stellantis to follow suit after GM allowed workers at its future battery plants to be covered by new contracts with the union.
“Our strike is working, but we’re not there yet,” UAW President Shawn Fain said during a live stream update.
Friday was the first deadline in two weeks in which the UAW didn’t order additional workers to walk out of facilities operated by the automakers after the union threatened to target a GM plant in Arlington, Texas that builds the Cadillac Escalade. Instead, Fain said that GM unexpectedly approved contracts covering three joint-venture battery plants being built with LG Energy Solutions.
“GM has agreed to lay the foundation for a just transition [to EVs],” Fain added.
GM did not confirm the statements, saying instead that negotiations were ongoing. LG declined to comment on the situation.
“We will continue to work towards finding solutions to address outstanding issues,” GM said in a company statement.
This is the first time in history that the UAW has lodged strikes against all three automakers simultaneously, and contracts have remained at a standstill, with battery plants being a key prospect of the talks. Ford CEO Jim Farley recently said the UAW was holding the automaker “hostage” with battery plants that didn’t yet exist, and the company even ceased construction on one new electric vehicle (EV) battery facility.
“This defines the transition to EVs,” said Harley Shaiken, a UC Berkeley labor professor. “Clearly, GM’s concession on the master agreement will positively be matched by Ford and Stellantis.”
Electrification has also been a focal point of the discussions, as many expect the transition to result in fewer available jobs than those currently utilized for internal combustion engine (ICE) production. Along with demanding a 40-percent wage increase over a four-year period (and several other demands), the UAW has highlighted the need for added job security amidst the transition.
Despite the progress, Ford said on Friday that it would be laying off an additional 495 employees at facilities in Ohio and Michigan, citing the impacts of the UAW’s strikes, according to a report from Automotive News. The layoffs add to around 7,900 Ford workers who are striking, along with another 1,800 who have lost their jobs because of a lack of available work due to ripple effects from the strikes.
On Tuesday, Ford increased its contract offers from just 20 percent in previous weeks to what it called an “unprecedented” set of pay raises amounting to a roughly 26 percent wage increase. With the addition of other parts of the contract, namely the cost-of-living adjustments (COLA), the automaker’s wage increases could offer workers close to a 30-percent wage increase, according to people familiar with the contract proposal.
The UAW held a rally in Chicago on Saturday, which you can watch via YouTube below. You can also learn more about recent concessions at the UAW website here.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
News
Doug DeMuro names Tesla Model S the Most Important Car of the last 30 years
In a recent video, the noted reviewer stated that the choice was “not even a question.”
Popular automotive reviewer and YouTuber Doug DeMuro has named the 2012 Tesla Model S as the most important car of the last 30 years.
In a recent video, the noted reviewer stated that the choice was “not even a question,” arguing that the Model S did more to change the trajectory of the auto industry than any other vehicle released since the mid-1990s.
“Unquestionably in my mind, the number one most important car of the last 30 years… it’s not even a question,” DeMuro said. “The 2012 Tesla Model S. There is no doubt that that is the most important car of the last 30 years.”
DeMuro acknowledged that electric vehicle adoption has faced recent headwinds. Still, he maintained that long-term electrification is inevitable.
“If you’re a rational person who’s truthful with yourself, you know that the future is electric… whether it’s 10, 20, 30 years, the future will be electric, and it was the Model S that was the very first car that did that truthfully,” he said.
While earlier EVs like the Nissan Leaf and Chevrolet Volt arrived before the Model S, DeMuro argued that they did not fundamentally shift public perception. The Model S proved that EVs “could be cool, could be fast, could be luxurious, could be for enthusiasts.” It showed that buyers did not have to make major compromises to drive electric.
He also described the Model S as a cultural turning point. Tesla became more than a car company. The brand expanded into Superchargers, home energy products, and a broader tech identity.
DeMuro noted that the Leaf and Volt “made a huge splash and taught us that it was possible.” However, he drew a distinction between being first and bringing a technology into the mainstream.
“It’s rarely about the car that does it first. It’s about the car that brings it into the mainstream,” he said. “The Model S was the car that actually won the game even though the Leaf and Volt scored the first.”
He added that perhaps the Model S’ most surprising achievement was proving that a new American automaker could succeed. For decades, industry observers believed the infrastructure and capital requirements made that nearly impossible.
“For decades, it was generally agreed that there would never be another competitive American car company because the infrastructure and the investment required to start up another American car company as just too challenging… It was just a given basically that you couldn’t do it. And not only did they go it, but they created a cultural icon… That car just truly changed the world,” he said.
Elon Musk
Elon Musk doubles down on Tesla Cybercab timeline once again
“Cybercab, which has no pedals or steering wheel, starts production in April,” Musk said.
CEO Elon Musk doubled down once again on the timeline of production for the Tesla Cybercab, marking yet another example of the confidence he has in the company’s ability to meet the aggressive timeline for the vehicle.
It is the third time in the past six months that Musk has explicitly stated Cybercab will enter production in April 2026.
On Monday morning, Musk reiterated that Cybercab will enter its initial manufacturing phase in April, and that it would not have any pedals or a steering wheel, two things that have been speculated as potential elements of the vehicle, if needed.
Cybercab, which has no pedals or steering wheel, starts production in April https://t.co/yShxZ2HJqp
— Elon Musk (@elonmusk) February 16, 2026
Musk has been known to be aggressive with timelines, and some products have been teased for years and years before they finally come to fruition.
One of perhaps the biggest complaints about Musk is the fact that Tesla does not normally reach the deadlines that are set: the Roadster, Semi, and Unsupervised Full Self-Driving suite are a few of those that have been given “end of this year” timelines, but have not been fulfilled.
Nevertheless, many are able to look past this as part of the process. New technology takes time to develop, but we’d rather not hear about when, and just the progress itself.
However, the Cybercab is a bit different. Musk has said three times in the past six months that Cybercab will be built in April, and this is something that is sort of out of the ordinary for him.
In December 2025, he said that Tesla was “testing the production system” of the vehicle and that “real production ramp starts in April.
Elon Musk shares incredible detail about Tesla Cybercab efficiency
On January 23, he said that “Cybercab production starts in April.” He did the same on February 16, marking yet another occasion that Musk has his sights set on April for initial production of the vehicle.
Musk has also tempered expectations for the Cybercab’s initial production phase. In January, he noted that Cybercab would be subjected to the S-curve-type production speed:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
Cybercab will be a huge part of Tesla’s autonomous ride-sharing plans moving forward.
Elon Musk
Tesla owners explore potential FSD pricing options as uncertainty looms
We asked Tesla owners what the company should price Full Self-Driving moving forward, as now it’s going to be subscription-based. There were some interesting proposals.
Tesla is starting the process of removing the ability to purchase the Full Self-Driving suite outright, as it pulled the purchase option in the United States over the weekend.
However, there has been some indication by CEO Elon Musk that the price of the subscription will increase as the suite becomes more robust. But Tesla finds itself in an interesting situation with this: the take rate for Full Self-Driving at $99 per month is about 12 percent, and Musk needs a significant increase in this rate to reach a tranche in his new compensation package.
This leaves Tesla and owners in their own respective limbos: Tesla needs to find a price that will incentivize consumers to use FSD, while owners need Tesla to offer something that is attractive price-wise.
We asked Tesla owners what the company should price Full Self-Driving moving forward, as now it’s going to be subscription-based. There were some interesting proposals.
Price Reduction
Although people are willing to pay the $99 per month for the FSD suite, it certainly is too high for some owners. Many suggested that if Tesla would back down the price to $49, or somewhere around that region, many owners would immediately subscribe.
Others suggested $69, which would make a lot of sense considering Musk’s obsession with that number.
Different Pricing for Supervised and Unsupervised
With the release of the Unsupervised version of Full Self-Driving, Tesla has a unique opportunity to offer pricing for different attention level requirements.
$50/mo for supervised.
$300/mo for unsupervised including insurance.— pɦoɿɟ pᴉʌɒp (@CSUDavid) February 15, 2026
Unsupervised Full Self-Driving would be significantly more expensive, but not needed by everyone. Many people indicate they would still like to drive their cars manually from time to time, but others said they’d just simply be more than okay with only having Supervised FSD available in their cars.
Time-Based Pricing
Tesla could price FSD on a duration-based pricing model, including Daily, Weekly, Monthly, and Annual rates, which would incentivize longer durations with better pricing.
Annually, the rate could be $999 per year, while Monthly would stay at $99. However, a Daily pass of FSD would cost somewhere around $10, while a $30 per week cost seems to be ideal.
These all seem to be in line with what consumers might want. However, Tesla’s attitude with FSD is that it is the future of transportation, and with it offering only a Monthly option currently, it does not seem as if it will look as short-term as a Daily pass.
Tiered Pricing
This is perhaps the most popular option, according to what we’ve seen in comments and replies.
This would be a way to allow owners to pick and choose which FSD features they would like most and pay for them. The more features available to you, the more it costs.
For example, if someone only wanted Supervised driving and Autopark, it could be priced at $50 per month. Add in Summon, it could be $75.
This would allow people to pick only the features they would use daily.