Tesla and Ford Forge New Partnership: Ford To Incorporate Tesla Charge Port (NACS) in Future EVs

May 29, 2023

By Kevin Armstrong

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.

Tesla Robotaxi Sends Out More Invites: Next Phases of Robotaxi

June 27, 2025

By Karan Singh

@TerrapinTerpene

Following the successful launch of Robotaxi on Sunday, June 22nd, Tesla has begun moving to the next phase of its Robotaxi rollout. They have finally begun sending out a second, larger wave of invites, expanding the early access program to more members of the Tesla community across the United States.

This has moved them past the initial 20 or so users that were offered access on Sunday. That also means Tesla is on the hunt for something crucial: more real-world data.

More Riders ASAP

The initial launch was a tightly controlled event, with access granted to a small and curated group of influencers. While this approach was ideal for generating initial buzz for the launch and collecting feedback from high-quality testers, it also presented logistical challenges.

With only a handful of authorized riders and vehicles, the demand for rides would inevitably dry up as influencers begin their journeys back home. Without a public release, that would leave Tesla’s Robotaxi fleet idle, unable to gather additional data.

To rapidly improve on Robotaxi’s FSD, Tesla needs its vehicles to be constantly navigating real-world scenarios, encountering edge cases, and logging miles. The second round of invites is needed to keep Robotaxis learning and on the road.

Austin Users Next?

This new wave of invites isn’t an open door for members of the public quite yet. By continuing to send invites to trusted community members, Tesla is executing a slow and deliberate rollout by inviting members who know and love Tesla. This allows them to scale the program gradually, increasing the number of users and the diversity of ride requests without overwhelming the relatively small initial fleet of about 10 cars.

Future phases will likely involve opening access to Tesla owners within Austin, which would open up a regular flow of rides. Once that’s done, Robotaxi will likely open up to the public.

Sign of Confidence

The expansion of the early access program is a sign that Tesla is happy and confident with the rollout so far. While Tesla can gather plenty of data around Austin from Tesla owners using FSD, they also need to continue testing features that are exclusive to the Robotaxi, such as the Robotaxi app, support, and remotely control the vehicles when needed.

We expect a full launch to potentially still be months out, but this methodical expansion will likely see more users gradually gain access to the Robotaxi network in the coming weeks.

Tesla Executive Omead Afshar Departs as Tesla's Focus Also Changes

June 27, 2025

By Karan Singh

Not a Tesla App

Omead Afshar, who was previously Elon Musk’s “Fixer” and the Head of Operations for North America and Europe, has left the company, according to reports from Forbes and Bloomberg.

While some sources have claimed he was fired, others say he voluntarily left, but his exit isn’t exactly an isolated event.

Afshar’s departure is the second high-level exit this month, following Optimus' lead, Milan Kovac. When viewed together, alongside Elon's full-time return to Tesla, these changes may offer some insight into the pressures the Tesla executive team is facing during a transitional period.

Transition from what, you may ask? Well, from the world’s largest EV company to an AI and robotics-first company. This transition has been looming for years, and with Elon’s vision of a future powered by autonomous vehicles and humanoid robots. It’s the path that Tesla is determined to forge, ahead of anyone else, and despite the immense challenges of real-world AI.

Two Competing Narratives

Two primary theories have emerged to explain the timing of Afshar’s exit, and each paints quite a different picture.

The first, supported by the reporting from Forbes, frames him as a casualty of Tesla’s current sales issues. With sales having declined for five consecutive months in Europe and dropping in the US, the second quarter of 2025 has been rough for Tesla. In conjunction with recent factory shutdowns, a lot is happening behind the scenes, with Robotaxi taking the limelight and the missing Affordable Model in the backseat. Afshar’s departure could be the result of a move to show accountability for the performance drop of the core business he managed.

The second narrative is one of “mission accomplished.” Just days before his abrupt exit, Afshar posted a celebratory message on X about the successful launch of the Robotaxi Network.

Absolutely historic day for Tesla.

This has been years of hard work and focus by so many people within the company.

Thank you, Elon, for pushing us all! https://t.co/2FPKU77ZOo
— Omead Afshar (@omead) June 23, 2025

He followed up with a second celebratory-styled message the day after - it was a project he was deeply involved in as the do-it-all executive for Elon. This has led to speculation that his departure was planned, and potentially tied to compensation vesting with the launch of the Robotaxi Network, allowing him to leave on a high note after seeing the kick-off of one of Tesla’s most critical projects. This follows other recent departures of Tesla’s executive team, many of whom have gone to full-time retirement following years of hard work.

The Bigger Picture: What Is Tesla, really?

While both theories are plausible, the truth may be that Afshar’s departure is the symptom of a much larger challenge. Tesla is balancing two very different corporate identities.

On one hand, it's a manufacturing and sales powerhouse, responsible for the world’s best-selling electric vehicles, a business facing intense competition and brand perception challenges that even Elon has acknowledged.

On the other hand, Tesla is the only company shipping real-world AI for consumers, and betting its future on robotics and AI with massive investments in capacity for both future businesses.

The recent executive churn suggests that this balancing act is creating some strain, especially for Tesla’s senior executives. The departure of Milan Kovac signaled pressure on the future side of the business, where progress has been slow but consistent. Now, the exit of Afshar, who ran the “legacy” automotive side of the business, shows there’s pressure there, as the automotive business navigates a period of flattening growth and intense global competition.

So, we ask again - What is Tesla, really? Is it an AI and Robotics company? Kind of, but not really. Is it an EV company? Once again, kind of.

In our eyes, it is no longer just an EV company, but it’s at a critical point where it is transitioning to an AI and robotics company.

Tesla’s messaging to the outside world is similarly conflicted. On the one hand, the launch of the refreshed Model Y, a massive boost for the business, went seemingly unnoticed by Elon, who only posted a single update on the Model Y after its launch. On the other hand, we’ve seen consistent and non-stop posts about Robotaxi, which is likely years away from generating a significant portion of Tesla’s profits.

A Company in Transition

Ultimately, Omead Afshar’s departure is more than a single personnel change; it’s a reflection of Tesla navigating a crucial and challenging transition. The evidence of an abrupt halt, with internal sources reporting his account has been removed from internal company directories, suggests that there’s more to this than meets the eye.

Whether he was fired for declining sales or chose to leave after the successful launch of the Robotaxi Network, the outcome is the same. A key leader, tasked with managing the core business of the present, is gone at the very moment when the company is changing its path towards AI and robotics.

Being both a car company in a tough market and an AI company on the verge of a breakthrough is a monumental challenge, and the path forward is likely to see even more changes.