The UAW is expanding its strike against General Motors and Stellantis after failing to reach a deal one week into the work stoppage, Nathan and Axios' Joann Muller write.

Why it matters: The union's strategy of creating economic disruption and chaos for the automakers is becoming increasingly evident as the strike enters a new chapter.

Driving the news: The UAW today launched work stoppages affecting all 38 parts distribution centers at GM and Stellantis, covering 5,600 workers on top of the 13,000 already on strike.

• UAW President Shawn Fain described "serious" progress at Ford, where the strike won't expand, but said Stellantis and GM must "come to their senses and come to the table with a serious offer."

The intrigue: Fain also invited President Biden to join the picket line.

• And Biden is set to do so in Michigan on Tuesday.

The big picture: In leaked messages published Thursday, UAW officials discussed their strategy to create what aide Jonah Furman called "operational chaos."

• "(I)f we can keep them wounded for months they don't know what to do," Furman said in a message first published by the Detroit News.
• Automotive News journalist Michael Martinez reported that Fain responded from the picket line on Friday: "Shame on the corporations for putting that BS out there. The message may be true, whoever said it, but the point is this: Our mission has been to get an agreement before bargaining started."

The other side: GM ripped the UAW on Friday, saying the union's "leadership is manipulating the bargaining process for their own personal agendas."

• Ford spokesman Mark Truby called the comments "disappointing," while Stellantis said they were "incredibly disturbing and strongly indicate that the UAW's approach to these talks is not in the best interest of the workforce."

The bottom line: The stakes are escalating.

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The Detroit Three automakers have plenty of cash to withstand the UAW strike, but their losses are poised to escalate as the strike expands, Nathan writes.

Threat level: The first week of the strike cost GM, Ford and Stellantis $511 million, Anderson Economic Group estimated Friday.

• The union's 40-day strike against GM in 2019 cost the company $4 billion.

Yes, but: The UAW's strike fund is far less, totaling about $825 million when the strike began.

• Workers on strike get $500 per week after they've been off work for a week.

The bottom line: The automakers have enough on hand to outlast the UAW, but that doesn't mean shareholders will accept a prolonged work stoppage.

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Lyft's new CEO recoils at surge pricing — but he tells Axios that he's learning to live with it, Nathan writes.

Zoom in: Addressing the practice, which Lyft calls "prime time," CEO David Risher told investors on an earnings call last month that "we're trying to really get rid of it," noting that "riders hate it with a fiery passion."

• But he tells Axios in an interview that the company can't do that after all.

What he's saying: "I don't like it. That's true," Risher said. But, he added, "there are times when it is important to allow prices to go up."

Reality check: Despite Risher's focus on customer satisfaction, drivers — and the company — benefit from surge pricing at busy times.

The bottom line: When Risher became CEO of Lyft in April, his marching orders were to help the company regain the ground it's lost to Uber in recent years.

• If you're annoyed by surge pricing, you've got company — but don't expect it to go away.

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That's the additional annual charge that U.S. subscribers will have to pay next year — on top of the existing monthly fee — to avoid ads set to launch during shows and movies on Amazon's Prime Video.

Details: Ads will be introduced in the U.S., U.K., Germany and Canada in early 2024, followed by France, Italy, Spain, Mexico and Australia later in the year.

Go deeper with Axios' Sara Fischer