People in red union t-shirts carry a Stand Up sign as they march throughout downtown Detroit.
UAW President Shawn Fain marches with UAW members through downtown Detroit on September 15, 2023.
  • Detroit executives have Tesla in mind as they reject the UAW's big demands.
  • The labor cost gap between the Detroit 3 and Tesla is already staggering.
  • Tesla is the "clear winner" in the UAW strike, one analyst said.

Tesla is at the heart of the Detroit 3's resistance to the United Auto Workers union's demands for hefty pay increases.