GM announces the adoption of Tesla's NACS charging standard
Aptera
A monumental shift is happening in the electric vehicle industry as General Motors announces the adoption of Tesla's North American Charging Standard (NACS). It seems fitting to say that the North American Charging Standard is now... the North American Charging Standard. This significant change, which could solidify the NACS as the unified EV charging standard, follows on the heels of Ford's similar decision just weeks prior.
General Motors Announces Adoption of Tesla's Charging Connector
General Motors broke the news last Thursday, confirming plans to integrate Tesla's sleek NACS charging ports into its future EVs starting in 2025. Tesla's charging ecosystem currently boasts over 12,000 Superchargers in Canada and the US and 45,000 worldwide, offering EV owners broader access to high-speed charging infrastructure.
Before this integration, GM and Tesla planned to extend Supercharger access to existing Ford EV owners in early 2024 via a CCS to Tesla adapter. Like the Ford announcement, whether owners will be charged for these adapters remains unanswered. As a part of its commitment to a seamless transition, GM will provide a NACS to CCS adapter for its EV owners to charge at CCS fast-charging stations.
Integration and Expansion: GM's Vision for the Future
GM aims to ensure a smooth charging experience for its customers by incorporating Supercharger network details like location and availability data into its EVs and mobile apps. Mary Barra, GM Chair and CEO, expressed that this strategic collaboration is a key component of their plan to fast-track mass EV adoption. The goal is to create a broad ecosystem of EVs across various categories and price points while simultaneously expanding access to fast chargers.
The partnership has already shown positive signs, with Tesla's shares rising following the announcement. With two of North America's biggest automakers now endorsing Tesla's charging standard, the future of the CCS (Combined Charging System) in North America looks increasingly uncertain.
This significant decision by General Motors represents more than just a strategic partnership. It is a significant leap towards the unification of EV charging standards in North America, further paving the way for a single, seamless charging experience for all EV owners. As GM and Ford transition to Tesla's NACS, we can expect other automakers to follow suit, strengthening the adoption of this standard.
The North American Charging Standard is indeed becoming the North American Charging Standard. By embracing the NACS, automakers like GM are making strategic business decisions and contributing to a broader vision - one where electric vehicle charging is universal, seamless, and efficient for all.
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During the unveiling of the Cybercab at We, Robot last year, we saw the Cybercab use a strange laser-like lighting system to project an interesting light pattern. It was a rather peculiar projection, and many observers passed over it without wondering too much - perhaps it was just a trick of the show?
But we went back and thought - what is it really? What kind of lighting technology could Tesla be using to accomplish this visual effect, and does it have a purpose? That led us down the rabbit hole of Structured Light, and we think that Tesla could be using this technique for a few different things.
Cybercab’s Autonomy
Unlike other autonomous vehicles, which are often retrofitted with complex and expensive sensor arrays, the Cybercab is purpose-built to be a mass-market autonomous taxi. Because of that, Tesla is using several new techniques to drive down the cost and simplify the vehicle, from the paint-impregnated panels to the easy-to-clean interior.
However, the drive to keep costs down hasn’t stopped Tesla from looking for ways to present a premium and safe product, which has been one of the Engineering and Design team’s goals for a long time.
Structured Light is a technique involving the projection of light using a distinct pattern. In particular, it’s a machine vision technique for capturing 3D information. Unlike normal, ‘passive’ cameras that interpret ambient light, structured light actively projects a known pattern, such as lines, grids, or dots, onto the environment.
A camera will then observe how the pattern deforms as it hits objects. By analyzing these distortions, the system can precisely calculate the 3D shape and depth of the scene in front of it. Structured light can generate dense, high-resolution 3D data, which is particularly useful at short ranges.
But is this useful for an autonomous vehicle? Potentially. It offers a close-range means of mapping the environment directly in front of the vehicle, and could theoretically complement the existing camera suite for precise maneuvering in tight spaces. It could also be used for detecting low-lying objects, although this task could be handled by the bumper camera that is arriving on newer Tesla vehicles as well.
Structured Light vs LiDAR
Not a Tesla App
The mention of an active 3D sensor brings to mind LiDAR (Light Detecting and Ranging) - which Elon Musk has repeatedly called a crutch for self-driving. But LiDAR is different than Structured Light - it emits a pulse of laser light and measures the time of flight to generate a 3D point cloud of the environment.
While both involve projecting light, structured light systems require specialized hardware distinct from Tesla's current Matrix LED headlights. Matrix headlights are designed to intelligently block parts of the main beam to prevent dazzling other drivers, using an array of controllable LEDs.
Structured light, conversely, requires a dedicated projector to cast a specific, known pattern (dots, lines, or a grid) precisely so a camera can analyze its deformation for 3D mapping. Implementing structured light would likely involve adding a new, dedicated projector component - perhaps another Cybercab exclusive feature.
Tesla already uses computer vision to navigate the environment, and adding Structured Light could potentially aid this process for Robotaxi challenges and edge cases, while not deviating from Tesla’s policy to use the same senses that a human uses to drive.
Structured light could be Tesla’s potential intelligent solution to an active 3D sensing system without adopting a more traditional approach like LiDAR.
Other Uses
Beyond the possibility of 3D sensing, could this light projection serve other purposes? Tesla is known for integrating novel new features into its vehicles - sometimes practical, sometimes just for fun. There are a few possibilities here.
Visual Communication - The lights could be used to project information onto a road surface - perhaps showing the vehicle’s intended path, or displaying warnings to pedestrians. It could even project a virtual crosswalk to signal that it is safe for pedestrians to pass.
Passenger Guidance - For a taxi without a driver, guiding passengers on how to approach and use the Cybercab could be useful. A projected welcome mat could show passengers exactly how to get into the Cybercab, reveal which passengers are being picked up, or provide other important information.
Improved Light Shows - We all know Tesla loves the little things in life. The projection could be used for more whimsical Light Shows in the future. We’re sure they’ll have more than just that in mind, though.
Wrapping Up
While we haven’t had any official confirmation that Tesla is using Structured Light, the possibility of the Cybercab using a novel new technology is relatively fascinating. It suggests that Tesla is looking into using its pre-existing tools and features in even more ways - something that they’ve always focused on. Whether this projection is for sensing or communicating, or even just for fun as a light show, we won’t know until Cybercab actually hits production.
One idea that consistently comes up when discussing the future potential of FSD is the ability to order a Tesla and have it arrive at your home—completely autonomously.
Picture this: a car rolls off the assembly line at Giga Texas, drives itself to the outbound delivery lot, and merges onto the highway—completely driverless. Its destination? A customer in upstate New York. Along the way, the vehicle independently plans its charging stops, navigates traffic, and drives nonstop, no breaks needed, until it pulls into the buyer’s driveway.
Of course, there’s a lot to consider and break down - but Elon Musk doubled down and said that he intends to have Tesla vehicles deliver themselves autonomously by the end of 2025. We’re sure there are some stipulations to that, but it’s an exciting idea that could save Tesla thousands per vehicle sold.
The core idea is that FSD Unsupervised is nearing completeness, with the upcoming launch of Tesla’s first Robotaxi network slated for June. Once Tesla can demonstrate that Unsupervised driving is safe, it will expand beyond simply transporting passengers from Point A to Point B.
That will include moving vehicles from factory to consumer, which will vastly streamline Tesla’s delivery process - and really make a statement about how far Tesla is ahead of the competition.
Reduced Delivery Costs
One of the biggest keys for Tesla throughout its history has been its ability to drive down costs. Delivery costs add to the price of a vehicle, and it’s not just the price of transporting the vehicle, but the cost of the whole delivery experience — delivery center and personnel included.
Instead, if a future Tesla drives itself directly to the consumer, Tesla can further reduce the price of its vehicles or improve its profits.
Improved Customer Experience
Money aside, the real game-changer is that no other vehicle delivery experience will come close to Tesla’s. What other brand will be able to deliver a car that drives itself to your home—straight from the factory?
Having a vehicle deliver itself can also provide other benefits, such as faster delivery times for customers. The customer also won’t need to drive to a delivery center to pick up their vehicle. The vehicle would go directly from the factory to the customer without any steps in between.
There’s something undeniably futuristic about getting a notification on your phone, glancing outside, and seeing your brand-new Tesla autonomously pulling into your driveway.
Limitations
Of course, with any new process or feature - there will be limitations and hurdles for Tesla to address, and these will take time and effort.
Let’s discuss some of the hurdles Tesla will need to solve.
Charging Infrastructure
Besides achieving true autonomy, another big challenge will be charging infrastructure. No Tesla can currently plug itself in at a Supercharger - they’ll need access to the upcoming V4 Superchargers with Wireless Charging to take on a road trip autonomously.
That will be a challenging rollout in the initial few years, especially as Tesla hasn’t been actively replacing older V2 Supercharger sites just yet - and is instead focusing on deploying new ones. We imagine that the rollout of wireless charging will likely also be limited, and it is likely that only Tesla’s more premium vehicles and Robotaxis will receive wireless charging compatibility.
Autonomy Policies / Geographic Limitations
Tesla has been consistently hamstrung by red tape, and unsupervised deliveries will also be a massive hurdle to clear with many states and provinces, as well as at the federal level. That will be an implicit challenge for Tesla in the infancy of the Robotaxi network as well, but once approvals spread wider, we can see these restrictions being lifted and relaxed.
Mileage and Damage
One item that could be a sticking point for customers is mileage and damage. If your brand-new vehicle was damaged on its trip over, what would you do? You’d have to take it from your driveway right to the Service Center, effectively invalidating the entire experience.
Of course, many people will also want to see a low odometer on arrival of a brand new, fresh-from-factory vehicle - and that’s understandable. Having a car arrive with several hundred or even a thousand miles of wear and tear on the tires and paint could be a big negative as well.
What Is Likely to Happen
We think that Tesla will continue to ship vehicles longer distances - but perhaps once they’re offloaded at your local Service Center, an employee taps a button, and begins the self-delivery process. That eliminates many of the above problems we’ve outlined, including charging and additional mileage, while keeping many of the advantages intact.
For any customers who order a Tesla in Austin later this year, it’s possible Tesla could have the vehicle delivered directly to you.
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