News
I took a Ford F-150 Lightning to Tesla Superchargers: The Good and Bad
Update 4:33 pm: Charge rates updated for accuracy. FordPass statistics were incorrect. Added paragraph 7 to add detail regarding use of Ford App to charge.
Ford and Tesla unified the electric vehicle community by announcing a strategic decision to collaborate.
Last month, Ford gained access to Tesla’s Supercharger Network, giving non-Tesla EV drivers their first opportunity to charge at its piles across North America.
Ford was pleasant enough to send an F-150 Lightning to my house, drop it off, and allow me to drive it for three days. They also sent a Charging Adapter, which was necessary for using Tesla Superchargers.
The truck arrived at my house early Monday morning, and I was sure to take it for a spin to deplete some of the range before I drove it to my nearest V3 Supercharger. This was my first bit of criticism, as the closest Supercharger that would enable the F-150 Lightning to charge was around 45 minutes away. It is not the closest Tesla Supercharger to me, as there is one just ten minutes away, but its V2 capabilities would not allow me to charge a non-Tesla EV.
Ford announces Tesla Supercharger access to F-150 Lightning, Mustang Mach-E drivers
The truck was great, but that’s another story altogether.
-
First Impressions
I arrived at the first Supercharger on Monday evening, ready to give this a first go. I pulled into a spot in a row of unoccupied superchargers; the Lightning’s charging port is located just behind the left front tire, so you need to take up two spots, something that Tesla is working on.
I logged into the Ford app and selected the charger in front of me. This ” unlocked” the Supercharger, enabling me to grab the cable and attach the adapter. Charging was ready, and it was as simple as plugging in and sitting back in the driver’s seat, where the heads-up display told me my current percentage, and an estimated time to 90 percent state of charge.
It was super tight to get the cable to reach. I had some room to pull forward, admittedly, but I was driving a truck that I didn’t own, and I didn’t want to take the chance of scraping the underbody of the vehicle. Even with repositioning myself and trying to angle the truck in order to reach the cable comfortably, it was hard to get the cable to get to the connector.
A few extra feet would help even the most cautious drivers charge more easily, which I believe is important.
Overall, it was a good experience. My charging statistics for this session were:
- Charging Power – 106 kW
- Energy Added – 37.4 kWh
- Time Charged – 21 minutes
- Distance Gained – 96 miles
- Cost – $21.16
It was not an overwhelmingly time-consuming process. It was quick, it was easy, and it was nice to have access to a Supercharger. When I have Ford EVs, I usually have to charge at my local grocery store on a low-speed Volta charger, which will give me around 10-12 miles per hour.
Second Charging Session
My second session was much better. I was able to get into a Supercharger stall that was put on the side of the spot as it was an end space, so it was easier and much more reasonable to pull into.
There was significantly less tension on the Supercharger cable, which I think will increase longevity and keep the number of operable stalls up.
-
This session was smoother in terms of pulling in and charging. While longer cables will eliminate a lot of the problems I had during the first charging session, Tesla’s end-spot Superchargers are super ideal for non-Tesla EVs. This was my preferred space, and I would have used it the day prior if another vehicle wasn’t already utilizing it.
My charging stats for this session were:
- Charge Power – 106 kW
- Energy Added – 48.3 kWh
- Time Charged – 33 minutes
- Distance Gained – 115 miles
- Cost $22.08
Quality of the Adapter
The adapter Ford sent along was super quality, solid, and heavy. It felt like a piece of necessary equipment that is designed to last several years and won’t break on you due to inferior quality.
It was packaged nicely and included a nice message from CEO Jim Farley. It simply attaches to the Tesla Supercharger Cable and goes into the Ford EV, locking in place:
Forgot how much I love driving the Lightning, honestly my favorite EV to cruise around in!!
Ford overnighted me the adapter for Superchargers as well! pic.twitter.com/0VGE0AKxj6
— Joey Klender (@KlenderJoey) March 11, 2024
I was impressed by the quality of the adapter and I believe it would last years for Ford EV owners who plan to use it to access Superchargers.
-
Final Thoughts
Ford EV drivers are going to use Tesla Superchargers for years to come, and I think that what I experienced was a good start of the overall charging experience.
Everything was high-quality, fast, effective, and easy to use. It felt nice to roll into a Tesla Supercharger and gain adequate of range in a short period of time, and it was something that I feel a lot of EV drivers will appreciate, even if it is a tad pricey at this point in time.
I think that the lengthening of Supercharger cables will pay dividends, but I also think that Tesla could build new Supercharger stations with mandatory end spot positioning. This enables easier access to the Superchargers for non-Tesla EVs.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
-
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
