Ford will add a Tesla (NACS) port to its future EVs
Tesla
In a move that attests to Elon Musk's words on fostering industry collaboration over competition, Tesla and Ford have announced a partnership to enable the latter's electric vehicles access to Tesla’s extensive Supercharger network.
Ford's Green Light to Tesla's Charging Technology
Contrary to earlier speculations that Tesla's move to open its proprietary charging connector might be a futile attempt at standardization, Ford has embraced the North American Charging Standard (NACS) - Tesla's charging system. With this, Tesla’s charging plug design, known for some advantages over the current CCS standard, might start gaining traction across the North American EV sector.
This agreement with Tesla allows Ford EV owners to enjoy the expansive Supercharger network through an adapter named “Magic Dock,” which is being deployed at Superchargers. Starting early next year, Ford EV customers will have the luxury of charging at more than 22,000 stations — 12,000+ Tesla Superchargers and 10,000+ DC fast-chargers already part of the BlueOval Charge Network.
Ford EVs to Directly Integrate Tesla's Connector
Signaling a significant step in EV charging standards, Ford plans to incorporate Tesla’s NACS connector into its future electric vehicles starting in 2025. This will allow Ford EVs to access Tesla Superchargers without needing an adapter directly. More importantly, it could allow Ford vehicles to charge at more Superchargers, which do not have the Magic Dock adapter. Jim Farley, Ford's president and CEO, expressed enthusiasm about this breakthrough agreement, hailing it as vital for Ford's growth as an EV brand.
The impressive reliability of Tesla’s Supercharger network was a major factor in Ford's decision to facilitate the use of the network for its EV owners. Tesla's Superchargers have a near-perfect uptime rate of 99.95%, offering a dependable solution to the charging needs of Ford's EV customers.
Evolution of the BlueOval Charge Network
Ford's existing charging network, the BlueOval Charge Network, already boasts over 84,000 chargers. The addition of Tesla Superchargers will bolster its infrastructure, significantly reducing range anxiety for Ford customers. In tandem, Ford plans to add approximately 1,800 public-facing fast chargers to the BlueOval Charge Network by early 2024.
Elon Musk’s Supportive Approach to Industry Collaboration
This partnership exemplifies Musk's commitment to industry collaboration over annihilating competition. Following a precedent set by Henry Ford's assembly line revolution, Tesla's continuous advancements in EV technology and strategic price reductions have led to questions about the future of other automakers in the EV market. However, unlike Ford's competitive approach a century ago, Tesla's actions aim to accelerate the advent of sustainable transport by enhancing access and efficiency of charging for all EVs.
This partnership is a significant milestone in the EV industry, setting a course toward a collaborative and innovative future. While it brings a superior charging experience for customers, it also propels the world’s transition to sustainable energy, emphasizing the shared goal of all players in the EV sector.
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Tesla signaled its intention to launch its first Robotaxi network in Austin, Texas, with company-owned and operated vehicles, back in January. This network will be Tesla’s first foray into truly autonomous vehicles - ones that aren’t being directly supervised by a driver. Later in February, Tesla’s executive team confirmed that the plans were on track for the launch of the Austin network both on X and during several interviews that they participated in.
At the end of February, we also found out that Tesla has applied for a Supervised Robotaxi license in California, where the network will also launch, but with safety drivers in place.
This is an ambitious plan, but FSD has really come a long way in the past year. FSD V12 was a massive step forward from V11, and V13 has made the experience smoother and safer than ever before. FSD V14 is expected to be another big step up with auto-regressive transformers and audio input.
Still on Track
Now, Elon has tripled down on the fact that Tesla will be launching their first autonomous robotaxi network in Austin - just two months away at this point. It seems that Tesla is fully set to launch their first fully unsupervised self-driving vehicles that will carry paying passengers in June.
Additional Cities
The best part is that Elon also confirmed that they’re targeting robotaxi networks launching in many cities within the United States by the end of this year. However, remember that this will be a Tesla-run network at first - Tesla owners won’t be able to add their vehicles to the Robotaxi fleet right away.
Adding Customer Vehicles
It will take some time before Tesla meets their strict internal safety requirements before it lets customers add their own vehicles to the network. Tesla’s executive team mentioned that they intend to let owners add their own vehicles to the fleet sometime in 2026. This happens to be the same time frame that Tesla plans to launch the Robotaxi across the United States, Mexico, and Canada — something that could only be done with customer-owned cars.
That final step will be bold—and it may come with complications, especially given that autonomous vehicle approval spans municipal, state or provincial, and even federal levels. There are plenty of regulatory hurdles ahead, but this is undoubtedly shaping up to be one of the most exciting times for Tesla.
Launch Event
With the Robotaxi network launching and Unsupervised FSD just around the corner, there’s a lot to get excited about. Tesla is expected to host a launch event at Gigafactory Texas in Austin to mark the debut of its first Robotaxi network. The company previously hinted that referral code users could receive invites—offering a rare chance to score an early ride in a Robotaxi outside the Hollywood studio lot.
Tesla’s engineering mule vehicles—used to test autonomy for future platforms—have resurfaced after an extended absence. The last time we saw them was back in July, when Tesla was gearing up for its initial We, Robot event. Since then, sightings have been scarce.
These vehicles typically signal that Tesla is testing new camera placements or validating FSD ground-truth data. This time, however, they appear to be outfitted exclusively with the updated camera hardware seen on the Cybercab.
New Sightings
The mules have now been spotted in Boston, Massachusetts, and Concord, New Hampshire—their first known appearances this far east. This suggests Tesla is actively collecting data to evaluate and optimize FSD performance in new regions. Thanks to Reddit user Ready_Medium_6693 for catching the one in Concord.
Elon Musk recently mentioned that Tesla plans to expand Robotaxi networks beyond the initial Texas and California launches. So while these sightings aren’t entirely unexpected, the speed of their arrival is. It suggests Tesla is confident in its ability to train FSD for local traffic rules and driving behaviors to the point it no longer needs a driver.
Bumper Cameras
The vehicle that’s been spotted in Boston is the usual Tesla engineering Model 3… except with one unique twist. It includes a front bumper camera. Shout out to @Dylan02939106 for catching the bumper camera in these photos.
The Refreshed Model 3 Mule with a Bumper Camera!
@Dylan02939106 on X
We previously released an opinion piece regarding whether the front bumper camera would be required for Unsupervised FSD. In our eyes, Tesla will require a bumper camera for Unsupervised FSD - if only to improve direct visibility in the bumper area of the vehicle. This is key for low-speed maneuvering in crowded areas like parking lots and garages, as well as for key features like Actually Smart Summon.
It isn’t surprising that Tesla is continuing to evaluate vehicles with a bumper camera - the Cybertruck, Cybercab, and Refreshed Model Y all have them now - and the rest of the lineup, including the flagship Model S and X, as well as the refreshed Model 3 - were supposed to eventually receive them as well.
With the Model S and Model X set for refreshes this year—and the front bumper camera on this Model 3 looking well-integrated rather than a temporary setup—it seems likely that front bumper cameras will soon become standard across Tesla’s entire lineup.
The Robotaxi Mule in Boston
@Dylan02939106 on X
In fact, Tesla’s newest iteration of the FSD computer has a slot for the Bumper Camera on all AI4/HW4 vehicles, so a future retrofit could even be possible.
These are some pretty exciting times - we may see Robotaxi networks actually deploy in time for Tesla’s lofty goal of “sometime in 2026” for cities throughout North America. Once many American cities begin to accept their deployment, it will be easier to seek homologation in Mexico and Canada, enabling deployment throughout the continent.
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