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Where can I learn more about this?

jillesvangurp 3y ago
Try Google. Refer to quarterly reports by mentioned companies. There's also some fun comments from the likes of CEOs of VW and other companies commenting on the undisputed lead in manufacturing that Tesla has over them. VW actually used this as a reason to motivate some recent layoff rounds. There are lots of other reports.
- piva00 3y ago
  I Googled and didn't find any references making a correlation/causation between auto unions and Tesla/BYD. That's a poster's opinion, would love to see sources for basing that opinion.
  - JacobThreeThree 3y ago
    It's a fact that the large automaker unions like UAW are not present in Tesla operations. It's also a fact that BYD has no North American operations and obviously UAW doesn't operate in China. Do you think the presence of UAW makes a car manufacturer more or less cost efficient?
    - afavour 3y ago
      You’re describing correlation, not causation.
      - JacobThreeThree 3y ago
        The parent asked for a correlation.
    - piva00 3y ago
      Yes, they are facts but I'd like to see something with more substance than just an opinion based on implications.
      - JacobThreeThree 3y ago
        From Wikipedia - Tesla is paying below-industry salaries. >Despite allegations of high injury rates, long hours, and below-industry pay, efforts to unionize the workforce have been largely unsuccessful. https://en.wikipedia.org/wiki/Tesla_and_unions https://en.wikipedia.org/wiki/Tesla_and_unions Analysis of recent UAW strike. >This is all "a potential nightmare situation for GM and Ford," Wedbush analyst Dan Ives said in a note to clients this month. Any threat to supply would also inevitably diminish year-end production and inventory, chipping away at holiday season deals. >Tesla, which does not use union labor, is situated to benefit from any work stoppage at competitors, especially at a time when the industry is pushing harder into electric vehicles, Ives said. >"Tesla does not face similar issues which speaks to the complexity both GM and Ford face going up against the EV leader Tesla, while trying to satisfy rising union demands," Ives said. "If a strike happens then ultimately production and the EV roadmap could be pushed out into 2024 and delays would be on the horizon at this crucial period for GM, Ford, and Stellantis." https://www.businessinsider.com/uaw-strike-gm-ford-nightmare-scenario-great-news-tesla-2023-9 https://www.businessinsider.com/uaw-strike-gm-ford-nightmare...

Try Google. Refer to quarterly reports by mentioned companies. There's also some fun comments from the likes of CEOs of VW and other companies commenting on the undisputed lead in manufacturing that Tesla has over them. VW actually used this as a reason to motivate some recent layoff rounds. There are lots of other reports.

piva00 3y ago
I Googled and didn't find any references making a correlation/causation between auto unions and Tesla/BYD. That's a poster's opinion, would love to see sources for basing that opinion.
- JacobThreeThree 3y ago
  It's a fact that the large automaker unions like UAW are not present in Tesla operations. It's also a fact that BYD has no North American operations and obviously UAW doesn't operate in China. Do you think the presence of UAW makes a car manufacturer more or less cost efficient?
  - afavour 3y ago
    You’re describing correlation, not causation.
    - JacobThreeThree 3y ago
      The parent asked for a correlation.
  - piva00 3y ago
    Yes, they are facts but I'd like to see something with more substance than just an opinion based on implications.
    - JacobThreeThree 3y ago
      From Wikipedia - Tesla is paying below-industry salaries. >Despite allegations of high injury rates, long hours, and below-industry pay, efforts to unionize the workforce have been largely unsuccessful. https://en.wikipedia.org/wiki/Tesla_and_unions https://en.wikipedia.org/wiki/Tesla_and_unions Analysis of recent UAW strike. >This is all "a potential nightmare situation for GM and Ford," Wedbush analyst Dan Ives said in a note to clients this month. Any threat to supply would also inevitably diminish year-end production and inventory, chipping away at holiday season deals. >Tesla, which does not use union labor, is situated to benefit from any work stoppage at competitors, especially at a time when the industry is pushing harder into electric vehicles, Ives said. >"Tesla does not face similar issues which speaks to the complexity both GM and Ford face going up against the EV leader Tesla, while trying to satisfy rising union demands," Ives said. "If a strike happens then ultimately production and the EV roadmap could be pushed out into 2024 and delays would be on the horizon at this crucial period for GM, Ford, and Stellantis." https://www.businessinsider.com/uaw-strike-gm-ford-nightmare-scenario-great-news-tesla-2023-9 https://www.businessinsider.com/uaw-strike-gm-ford-nightmare...