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Ford CEO Jim Farley shares insights on Tesla NACS adoption and EV transition

Jim Farley, President and Chief Executive Officer, Ford

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Earlier this month, Ford CEO Jim Farley embarked on a 1,100-mile road trip to see the electric vehicle transition in action. He started his journey in Silicon Valley, made a stop in Los Angeles, and ended his trip in Las Vegas. Through the course of his journey, Farley was able to meet with numerous electric vehicle owners, including Tesla drivers and EV advocates. 

These included Ryan Levenson, a longtime EV owner and founder and operator of The Kilowatts, a clean energy advocacy brand and EV rental fleet. Levenson was able to speak with Farley during the Ford CEO’s stop at Laguna Seca. During their conversation, Farley noted that he is glad Ford was able to secure a deal with Tesla to use the EV maker’s Supercharger Network. 

“I’m sure glad we did that Tesla deal… All the Ford people retrofitted, get an adapter and an app on their phone that’ll allow them to connect to a Supercharger Network,” Farley said. 

Farley also spoke at length about how Ford came to its decision to adopt Tesla’s North American Charging Standard (NACS). Ford’s support for the NACS practically opened the floodgates to the charging standard’s mainstream adoption. After Ford, after all, fellow carmakers such as GM announced their support for the NACS as well. 

The CEO noted that Ford’s decision to adopt the NACS was a long time coming, and it also involved the automaker admitting that Tesla’s charging standard was superior. Farley also stated that eventually, adopting the NACS was a no-brainer. 

“When Doug Fields came to the company a year and a half ago, we started having this debate about the plug itself, whether this committee design plug is competitive with the Tesla plug. We all started having plug failures and we’ll run them over and they’re broken and all sorts of stuff happen. And it became really clear to all of us as leaders that’s (NACS) a better solution. It was engineered better. I hate to say it, but it was. 

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“So then, we started talking to Tesla because we thought it’d be good for them and the industry and that kind of stopped a couple years, maybe a year and a half ago. And then, it got started up when IRA got passed because I think Tesla would get money from the federal government to expand the Supercharger Network if it was a standard. And at the same time, we became number two in EV sales in the US, so we started talking really seriously for a while… It was a no-brainer for us,” Farley said. 

Watch The Kilowatts‘ interview with Ford CEO Jim Farley in the video below. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla snags Semi supply deal with major logistics firm

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Credit: Tesla

Tesla has snagged a deal with IMC Logistics to supply the company with 50 Semi units for its logistics operations.

IMC handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. In its over forty years of service, it has established more than 50 locations across the United States and spans operations from coast to coast.

Jim Gillis of IMC said that the addition of the Tesla Semi will help IMC move toward a “zero-emission service for long-haul lanes.”

The move is one that has become more common over the past few years, as more and more companies doing large-scale logistics have moved to sustainable powertrains, using either Tesla or others.

Tesla’s Semi program just entered its first truly public phase, as the company handed over its first production units to companies in September, although a pilot program with companies like PepsiCo. and Frito-Lay has been ongoing for years.

IMC announced its intention to purchase 50 Semi units from Tesla in September, and according to VP of Marketing and Public Relations on September 29 to Trucking Drive, the company will take delivery either this week or took delivery late last week.

Tesla has a ‘no human contact’ approach for Semi production

With surging prices of diesel and high logistics costs, Tesla and the Semi could truly revolutionize how companies manage their fleets. With the advent of Full Self-Driving, the Semi will potentially cut down on driver fatigue and increase productivity, while decreasing the cost of operation per mile by being cheaper to refuel.

Tesla had a dedicated Semi handover event at the Semi factory in Sparks, Nevada, a few weeks back, as it officially introduced its truck to many company fleets that have been waiting to add these sustainable powertrains.

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Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley

Selling Sunset’s Jason Oppenheim swapped his Bentley for a Tesla and promised ten for employees.

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Jason Oppenheim, the luxury real estate broker best known as the star of Netflix’s Selling Sunset, has parked his Bentley for good and moved into a Tesla Model Y, and he says Full Self-Driving (Supervised) is the reason.

Oppenheim, who founded The Oppenheim Group, the Los Angeles brokerage at the center of the show, posted a video to X on Saturday evening that he called “the most important video I’ve ever posted.” In it, he rides from Newport Beach to his firm’s Los Angeles office, a trip he put at roughly an hour and 15 minutes, while FSD handles the drive and parks the car without him touching the wheel or the accelerator. He said he handed the Bentley to his father because he no longer has any use for it.

Tesla shared the clip from its main account on X about two hours later, pulling out the quote that has since spread well beyond the Tesla community:

“[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver. There’s nothing more important than the safety of you and your loved ones.”

Oppenheim was candid about why the safety pitch landed with him. He admitted in the video that he is a distracted driver who answers emails and texts behind the wheel, and framed the employee purchases as a way to keep his team off their phones while driving. Elon Musk posted “Tesla FSD feels like magic” less than half an hour after the video went live.

The endorsement lands at a convenient moment for Tesla. The company delivered 486,532 vehicles in Q3, beating Wall Street’s estimates and marking its best quarter ever without the $7,500 federal EV tax credit.

Tesla FSD has been subscription only in the U.S. since February at $99 per month, and Tesla said in its Q2 update that active subscriptions hit 1.48 million, up 56 percent year over year, with more than 55 percent of new North American deliveries leaving with FSD attached. That attach rate is the figure Ron Baron cited last month when he told CNBC “the time to buy the stock is now.” At current pricing, Oppenheim’s 10 employee cars alone would add $990 a month, or about $11,880 a year, in FSD revenue.

Tesla AI head Ashok Elluswamy said in July that FSD had logged more than 12 billion miles while going roughly twice as far between collisions as manual driving. FSD also remains a supervised system, so Oppenheim and his employees are still required to watch the road, even as Tesla rolls out v14.3.10 with Automatic Collision Evasion, which can steer or brake on its own to avoid a frontal crash.

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Elon Musk

Elon Musk follows Trump’s lead, says a SpaceX name change is coming

Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.

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Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.

In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”

The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”

Elon Musk and Trump are closer than ever, and Tesla could be the big winner

SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.

Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.

The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.

It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”

The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.

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