Responding to identical market conditions in similar ways based on input from overlapping shareholders does not require collusion between execs.
"Elon has signaled to the industry that you can layoff a 80% of your employees and things will still be OK, and the rest of the industry is following his lead."
When I pointed out that that wasn't true, things were actually getting rather bad amongst the employees and from a product quality / safety perspective, the response was, "It doesn't matter. They've all decided the status quo must change and decided that they want to do the same things."
This rhymes with what I heard from other senior people as well. And suspiciously the same anti-employee tactics have been happening across the industry at the same time -- layoffs, forced attrition, shifting jobs offshore, RTO, increased workloads with reducing headcount leading to record levels of burnout...
Even if we charitably assume it's group-think, that's still a form of collusion.
Look at the evidence: Most of these companies had been highly and ever-increasingly profitable even before the layoffs, and they knew they were burning employee goodwill. Are you saying their actions haven't been coordinated and just accidentally happened to all follow the same practices at the same time? Including things like RTO, which their own internal data proves does not improve productivity and industry data actually shows increases attrition?
Sure, there's not been a written industry-wide memo laying out a playbook (that we know of), but everyone is following the same steps. And you would assume there is no secrecy, rather than (as sibling comments point out) "they have learned from the last time they got caught colluding"?
That's more charitable than I would be ¯\_(ツ)_/¯