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Auto workers escalate strike, walking out at largest Ford factory_我的网站

A |      8 月 25 日消息，当地时间 8 月 14 日，SpaceX 宣布完成了对 AI 编程初创公司 Cursor 的 600 亿美元（注：现汇率约合 4,043.23 亿元人民币）收购。    DETROIT -- The United Auto Workers union significantly escalated its walkout against Detroit's Three automakers, shutting down Ford's largest factory and threatening Jeep maker Stellantis.In a surprise move Wednesday night, 8,700 members left their jobs at Ford’s Kentucky truck plant in Louisville.And Thursday morning, union President Shawn Fain hinted at further action against Stellantis. “Here's to hoping talks at Stellantis today are more productive than Ford yesterday,” Fain wrote on X, formerly Twitter, without saying what might happen.Ford's truck plant makes heavy-duty F-Series pickup trucks and large Ford and Lincoln SUVs, hitting the company's most lucrative products. The vehicles made at the plant generate $25 billion per year in revenue, the company said in a statement.Fain said in a statement that the union has waited long enough “but Ford hasn’t gotten the message” to bargain for a fair contract. “If they can’t understand that after four weeks, the 8,700 workers shutting down this extremely profitable plant will help them understand it,” Fain said.The strike came nearly four weeks after the union began its walkouts against General Motors, Ford and Stellantis on Sept. 15, with one assembly plant from each company. The company, however, called the strike expansion “grossly irresponsible” and said it has made strong wage and benefit offers to the union. It said the move puts about a dozen other Ford facilities at risk, as well as parts supply plants that together employ over 100,000 people.A Ford executive said the union called a meeting at the company's Dearborn, Michigan, headquarters Wednesday afternoon where Fain asked if the company had another offer. High-ranking Ford executives responded that they are working on possibly bringing electric vehicle battery plants into the UAW national contract, essentially making them unionized. But they didn't have a significantly different economic offer, the executive said. Fain was told the company put a strong offer on the table, but there wasn't a lot of room to increase it and keep it affordable for the business, the executive said.Fain responded by saying, if that's the company's best offer, “You just lost Kentucky Truck Plant,” said the executive. The meeting only lasted about 15 minutes, he said. In a video, Fain said the union moved because Ford didn't change its offer. “We've been very patient working with the company on this,” he said. “They have not met expectations, they're not even coming to the table on it.”The escalation against Ford shows that Fain is trying to increase pressure on the company, said Marick Masters, a business professor at Wayne State University who follows labor issues.But Ford and the other automakers have made concessions and raised wage offers, he said. The companies, he said, “may have reached their resistance points to varying degrees.” Executives, he said, have bottom line positions they can’t cross in terms of staying competitive with other automakers.Fain, Masters said, likely is testing how far he needs to push Ford before going to “full throttle,” by taking all 57,000 Ford members out on strike.The union’s move doesn’t leave him optimistic for a quick end to the strikes, Masters said. “I think the issues that remain on the table are quite thorny,” he said, pointing to union demands that all workers get defined benefit pensions and health insurance when they retire.The UAW expanded its strikes on Sept. 22, adding 38 GM and Stellantis parts warehouses. Assembly plants from Ford and GM were added the week after that. The Kentucky strike brings to 33,700 the number of workers on strike against the three automakers.Thus far, the union has decided to target a small number of plants from each company rather than have all 146,000 UAW members at the automakers go on strike at the same time.Last week, the union reported progress in the talks and decided not to add any more plants. This came after GM agreed to bring joint-venture electric vehicle battery factories into the national master contract, almost assuring that the plants will be unionized.Battery plants are a major point of contention in the negotiations. The UAW wants those plants to be unionized to assure jobs and top wages for workers who will be displaced by the industry’s ongoing transition to electric vehicles.Since the start of the strike, the three Detroit automakers have laid off roughly 4,800 workers at factories that are not among the plants that have been hit by the UAW strikes.The companies say the strikes have forced them to impose those layoffs. They note that the job cuts have occurred mainly at factories that make parts for assembly plants that were closed by strikes.The UAW rejects that argument. It contends that the layoffs are unjustified and were imposed as part of the companies' pressure campaign to persuade UAW members to accept less in negotiations with automakers. The factories affected by layoffs are in six states: Michigan, Ohio, Illinois, Kansas, Indiana and New York. Sam Fiorani, an analyst with AutoForecast Solutions, a consulting firm, said he thinks the layoffs reflect a simple reality: The automakers are losing money because of the strikes. By slowing or idling factories that are running below their capacities because of strike-related parts shortages, Fiorani said, the companies can mitigate further losses.“It doesn’t make sense to keep running at 30% or 40% of capacity when it normally runs at 100%,” he said. Striking workers are receiving $500 a week from the union’s strike pay fund. In some states, laid-off workers could qualify for state unemployment aid, which, depending on a variety of circumstances, could be less or more than $500 a week. Fiorani said that as the strikes widen, more workers will likely be laid off at non-striking plants. Separate companies that manufacture parts for the automakers are likely to have laid off workers but might not report them publicly, said Patrick Anderson, CEO of the Anderson Economic Group in Lansing, Michigan. A survey of parts supply companies by a trade association called MEMA Original Equipment Suppliers found that 30% of members have laid off workers and that more than 60% expect to start layoffs in mid-October.。据 The Information 报道，就在官宣当天，埃隆 · 马斯克（Elon Musk）通过视频连线接入了 Cursor 的员工全员大会。

B | 五位知情人士透露，马斯克在会上向员工坦言，SpaceX 的人工智能部门已经落后于竞争对手，而他“不习惯失败”。马斯克表示，与在各自行业处于绝对主导地位的特斯拉和 SpaceX 不同，SpaceXAI 旗下的 Grok 在其所处的市场中尚未取得领先地位，当前迫切需要迎头赶上。知情人士透露，马斯克在会议中指出，人工智能模型在未来必然会发展到人类无法掌控的超高水平。正因如此，他向聚集在 Cursor 旧金山总部及各分部办公室的员工强调，他们必须协助 SpaceX 的 AI 部门，赶在其他竞争对手之前攻克并构建出这项技术。

C | 一位与会人士称，马斯克对 Anthropic 在 AI 竞速中的领先地位表示赞赏，并承认其为一个强劲的对手。另有两位知情人士表示，马斯克还称 SpaceX 将在算力储备上持续发力，保持全行业最高的算力规模。

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