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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.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
