Lucid Motors has joined several automakers in adopting Tesla’s North American Charging Standard (NACS), just months after its CEO said it wouldn’t switch unless higher-voltage charging architecture was unveiled. Following Lucid’s announcement of plans to adopt the standard this week, Tesla CEO Elon Musk pointed out that the switch was probably a little difficult for Lucid’s CEO to accept after some of his past statements.
On Tuesday, Lucid announced it would be adopting Tesla’s NACS, giving its drivers access to the Supercharger network as soon as 2025. Like other automakers, the company will build Tesla’s charging port into its electric vehicles (EVs) starting in 2025, and it plans to offer adapters to those with the current Combined Charging System (CCS) hardware in the same year — both of which will enable its cars to charge at Tesla’s Superchargers.
Following the announcement, Musk commented on X that the adoption of Tesla’s standard “must have been a bitter pill to swallow,” especially after the automaker’s CEO recently suggested that the charging port didn’t matter.
That must have been a bitter pill to swallow 😂
— Elon Musk (@elonmusk) November 6, 2023
The news comes after Lucid CEO Peter Rawlinson dodged questions about switching to the standard in June, adding that the plug mattered less than high-voltage charging infrastructure. In the months since, a slew of other automakers have also adopted the charging hardware, and Tesla has been deploying new technology, including higher-voltage charging hardware on one upcoming vehicle along with Superchargers sporting higher overall charging capacities.
During Tesla’s third-quarter earnings call last month, the automaker confirmed previous rumors that the Cybertruck will include 800-volt charging architecture, offering faster charging and better overall efficiency. In the U.S. and beyond, Tesla has also been deploying its V4 Superchargers, which offer a charging rate of 350 kW compared to the 250 kW rate offered by V3 chargers.
While neither of the developments from Tesla quite hit Rawlinson’s original demand for a 1,000-volt Supercharger, something about the past few months has obviously changed his mind from thinking the NACS was just a “plastic plug with some copper in it.”
It also comes ahead of Lucid’s Q3 earnings call, set to be reported at 5:30 p.m. ET on Tuesday. You can see top investor questions ahead of the call here, the first of which is a question about how and when the automaker will become profitable.
Last month, Lucid reported a miss on analyst delivery estimates for the third quarter, and the automaker said that it was unlikely to reach its already-lowered 2023 production goal of 10,000 units.
Tesla officially opened the NACS design to other automakers just under a year ago, as detailed by the automaker in a blog post.
With the exception of the startup Aptera, which was an early adopter of the equipment, details surrounding Tesla’s opening of the NACS hardware remained quiet for several months after its announcement. In May, however, Ford CEO Jim Farley broke the silence by announcing plans to adopt the standard in May during a call on X with Musk. Since then, nearly every major and startup automaker has joined the list of companies adopting the standard.
First production Lucid Air Sapphire rolls off the assembly line in AZ
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
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SpaceX reaches incredible Starlink milestone
SpaceX has reached an incredible milestone with its Starlink program, officially surpassing 10,000 satellites launched into low Earth orbit since starting the program back in 2019.
Last Sunday, October 19, SpaceX launched its 131st and 132nd Falcon 9 missions of 2025, one from Cape Canaveral, Florida, and the other from Vandenberg, California.
The 10,000th Starlink satellite was aboard the launch from California, which was Starlink 11-19, and held 28 v2 mini optimized satellites.
The achievement was marked by a satellite tracker developed by Jonathan McDowell.
🚨 With its Falcon 9 launch last Sunday, SpaceX officially has 10,000 Starlink satellites in orbit pic.twitter.com/xS5RVZ4ix0
— TESLARATI (@Teslarati) October 26, 2025
The first Starlink launch was all the way back on May 23, 2019, as SpaceX launched its first 60 satellites from Cape Canaveral using a Falcon 9 rocket.
Of the over 10,000 satellites in orbit, the tracker says 8,608 are operational, as some are intentionally de-orbited after becoming faulty and destroyed in the atmosphere.
SpaceX has truly done some really incredible things during its development of the Starlink program, including launch coverage in a global setting, bringing along millions of active subscribers that use the service for personal and business use, locking up commercial partnerships, and more.
Starlink currently operates in around 150 countries, territories, and markets and is available at least somewhere on all seven continents.
Additionally, Starlink has over 5 million subscribers worldwide, and 2.7 million have joined the program over the past year. It has revolutionized internet access on commercial aircraft as well, as several high-profile airlines like Qatar and United, among many others, have already installed Starlink on some of their planes to deliver more stable connectivity for passengers and crew.
SpaceX has the approval to launch 12,000 Starlink satellites from the FAA, but it plans to bring over 30,000 to its constellation, giving anyone the ability to have access to high-speed internet.
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Tesla Full Self-Driving’s biggest improvements from v13 to v14
Tesla Full Self-Driving (Supervised) v14 has been out for several weeks now, and there are a tremendous number of improvements, as we have now reached the fourth iteration of the semi-autonomous software.
Tesla began the v14.1.4 launch last night, which included minor improvements and addressed brake-stabbing issues many owners have reported. In my personal experience, the stabbing has been awful on v14.1.3, and is a major concern.
However, many things have improved, and only a couple of minor issues have been recurring. Many of the issues v13 addressed are no longer an issue, so Tesla has made significant progress.
Here are some of the most notable improvements Tesla made with v14 from v13:
Better Lane Switching on Highways
One of my biggest complaints with v13 was that the “Hurry” Speed Profile would often stay in the left lane, even when there were no passing cars. The legality of cruising in the left lane fluctuates by jurisdiction, but my personal preference is to drive in the right lane and pass on the left.
That said, Tesla has improved FSD’s performance with more courteous lane behavior. It no longer camps in the left lane and routinely gets back in the right lane after passing slower cars.
More Awareness for Merging Traffic and Makes Courteous Moves
There have been times when FSD has been more aware of merging traffic, and even cross traffic, than most human beings.
Here are a few examples –
- Full Self-Driving lets a car out of cross traffic during a busy time of day. This road tends to get very congested, especially during rush hour, so the car that was let in by FSD would have been sitting there for likely a minute longer if my Tesla had not let him in:
When you realize Tesla Full Self-Driving is more courteous than most human drivers… pic.twitter.com/PnKJcTpwKu
— TESLARATI (@Teslarati) October 26, 2025
- A busy, four-lane expressway with a quick exit on the far side of the highway for this merging vehicle. I’ve seen some drivers be extremely inattentive and travel at the same speed as merging cars, making their entry onto the expressway less seamless. FSD doesn’t do that; it makes way for merging cars:
— Joey Klender (@KlenderJoey) October 26, 2025
More Confident Driving Around Mail Trucks…and Amish
I encounter a lot of Amish in my area of Pennsylvania, and they commonly use both shoulders and the road, so traffic can get congested at times.
In the past, I’ve taken over when encountering Amish buggies, mail trucks, or other vehicles that are moving slowly or making frequent stops. I have felt it is more logical to just take over in these situations.
I decided not to yesterday on a long drive through Lancaster, PA, and the FSD did a wonderful job of confidently overtaking these vehicles:
Let’s see how Tesla Full Self-Driving v14.1.3 handles Amish traffic
Used Dashcam for these; no GoPro in the car today pic.twitter.com/ZYxrBXD9nZ
— TESLARATI (@Teslarati) October 25, 2025
This was really impressive and fun to see. There was a slight stutter during one of the three instances, but overall, I didn’t have any concerns.
Object Avoidance
On v13, I almost let the car drive into a fallen branch in the middle of the road. A mile later, the car swerved out of the way for horse droppings. It was a beautiful, clear morning, and the fact that the car did not try to avoid the branch, but did steer away from poop, was concerning.
Tesla has obviously done a great job at refining FSD’s ability to navigate around these road hazards. Last night, it swerved around a dead animal carcass in the middle of the highway. I didn’t see it until we were already going around it:
Some more Tesla Dashcam footage that was very impressive – v14.1.3:
✅ Swerved to avoid an animal carcass on the highway
✅ Consideration move to allow a car to mergeDashcam weirdly makes things look slower than they actually occurred. These both were enough for me to hit the… pic.twitter.com/CjmYLOBMQU
— TESLARATI (@Teslarati) October 26, 2025
It was awesome to see this and never feel alarmed by the sharp movement. The maneuver was smooth and really well done.
Better Speed Consistency
With v13, I felt I had to constantly adjust the Speed Profile, as well as the Max Speed setting, when using FSD. With V14, I don’t feel like I am making as many adjustments.
Tesla axed the Max Speed setting altogether with v14, which was a good move, in my opinion. Choosing the Speed Profile is now more intuitive by using the right scroll wheel. If the car is traveling too fast or too slow, just change the profile.
Three things Tesla needs to improve with Full Self-Driving v14 release
V13 had some issues with local roads, and I felt it would travel at strange speeds. In a 45 MPH zone, it would sometimes take a long time to reach 40 MPH, then hover between 43 MPH and 47 MPH. It would then fluctuate between those two speeds, frustrating drivers behind me, understandably.
V14 gets up to speed much better and travels at speeds I’m much more comfortable with on both local roads and highways.
News
Tesla Model Y lands ‘best-selling’ title in tough EV market
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
The Tesla Model Y reclaimed an elusive sales title in one of the most competitive markets it is in, outpacing key rivals and formidable competitors to regain the crown it once was a shoe-in for.
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
This is especially prudent in Europe and China, where domestic car companies have been offering attractive and cheap EVs as Tesla alternatives.
However, in September, the Model Y was able to battle back and take over the top sales spot for EVs in Europe.
In September, it had 25,938 sales, and although it was an 8.6 percent decrease compared to the same month in 2024, it was enough to be labeled the best-selling car in the European market, Automotive News reported.
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
There are four vehicles that have been atop the European EV sales rankings for any given month this year: the Renault Clio, which has three titles, the Dacia Sandero, which has won four monthly sales titles, and the Volkswagen T-Roc, which was the best-selling car in the market in August.
The Clio captured the number-two spot in September with 20,146 sales.
Despite a strong September showing for the Model Y, which was its first monthly sales crown of the year, the vehicle has not been a top-three EV in Europe this year. That is still led by the Sandero, Clio, and T-Roc.
Despite that, Tesla’s Model Y is still likely to be one of the best-selling vehicles in the world, if not the best, for the year.
In the United States, it has dominated EV sales charts and has been one of the most popular cars in the region. The same goes for China, where the Model Y has more competition than in Europe, but is so attractive because of its premium look and feel, as well as its tech offerings.
The Model Y has been the best-selling car globally for the past two years, outpacing widely popular gas and EV models from around the world.
Tesla also just finished up its best three-month sales period in its history, delivering just shy of half a million vehicles from July to September.
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