Ford recently announced it would add Tesla’s North American Charging Standard (NACS) port to its future electric vehicles (EVs). The move may change the EV charging landscape in North America.
Tesla NACS Background
In 2022, Tesla opened its EV connector design to the world, providing other electric vehicle automakers access to it. The company renamed the technology the North American Charging Standard, with the intention to make it the standard charging connector and charge port in the EV charging landscape.
The leading EV maker enumerated several reasons the NACS was an ideal standard. First, Tesla pointed out that NACS’ AC charging offers up to 1 MW DC charging, providing twice the power of the conventional Combined Charging System (CCS) connectors in a neat slim package.
In addition, the Model Y producer emphasized that NACS is used in the most expansive EV charging network: the Tesla Supercharger network. Tesla also mentioned that Network operators planned to incorporate NACS into their chargers, increasing its reach.
Despite its intention to make NACS the standard charging connector and charging port, Tesla also rolled out the Magic Dock. The Tesla Magic Dock provides non-tesla EVs with CCS ports access to the Supercharger Network.
Tesla Supercharger Growth with Ford’s Support
Ford EV drivers will gain access to 12,000 Tesla Superchargers across the United States and Canada, which is excellent news for both companies. With NACS equipment, Ford EV owners can access Tesla’s Superchargers. At the same time, Tesla’s NACS technology gains support from a notable leader in North America’s automobile industry.
“This is great news for our customers who will have unprecedented access to the largest network of fast-chargers in the U.S. and Canada with 12,000+ Tesla Superchargers plus 10,000+ fast-chargers already in the BlueOval Charge Network,” said Jim Farley, Ford president and CEO. “Widespread access to fast-charging is absolutely vital to our growth as an EV brand, and this breakthrough agreement comes as we are ramping up production of our popular Mustang Mach-E and F-150 Lightning, and preparing to launch a series of next-generation EVs starting in 2025.”
Ford’s move might encourage other EV automakers to use Tesla NACS technology. EV makers using the NACS standard would support the expansion and use of the Supercharger Network across North America. Tesla’s Supercharger revenue might increase as more EV automakers adopt the NACS design since more electric vehicle owners would likely use Superchargers.
Ford’s EV Market Share with Tesla NACS
On the other hand, Ford using the NACS standard might make the veteran carmaker’s EVs more attractive to Tesla customers.
Analysts always discuss EV market share and which automaker is leading the charge. Thus far, Tesla’s innovations have gained tremendous support from the EV community. There is an ongoing narrative that other automakers are trying to get a piece of Tesla’s pie.
However, analysts often don’t consider that some drivers purchase more than one vehicle from different brands. So producing electric cars doesn’t necessarily mean an EV maker is taking Tesla’s market share.
Tesla customers are familiar with the benefits of the Supercharger Network. Charging will always be one of the top factors EV buyers will consider during their purchase. If a Tesla driver were to purchase another vehicle, they might consider buying from Ford now, considering its access to the Supercharger Network.
Ford remains one of the most iconic automobile makers in the world. Its legacy alone makes it a formidable player in the growing EV industry. Meanwhile, Tesla is building a legacy of its own. Ford and Tesla might have enough influence to make the NACS the standard across North America.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
Tesla CEO Elon Musk trolls budget airline after it refuses Starlink on its planes
“I really want to put a Ryan in charge of Ryan Air. It is your destiny,” Musk said.
Tesla CEO Elon Musk trolled budget airline Ryanair on his social media platform X this week following the company’s refusal to adopt Starlink internet on its planes.
Earlier this week, it was reported that Ryanair did not plan to install Starlink internet services on its planes due to its budgetary nature and short flight spans, which are commonly only an hour or so in total duration.
Initially, Musk said installing Starlink on the company’s planes would not impact cost or aerodynamics, but Ryanair responded on its X account, which is comical in nature, by stating that a propaganda it would not fall for was “Wi-Fi on planes.”
Musk responded by asking, “How much would it cost to buy you?” Then followed up with the idea of buying the company and replacing the CEO with someone named Ryan:
I really want to put a Ryan in charge of Ryan Air. It is your destiny.
— Elon Musk (@elonmusk) January 19, 2026
Polymarket now states that there is an 8 percent chance that Musk will purchase Ryanair, which would cost Musk roughly $36 billion, based on recent financial data of the public company.
Although the banter has certainly crossed a line, it does not seem as if there is any true reason to believe Musk would purchase the airline. More than anything, it seems like an exercise of who will go further.
Starlink passes 9 million active customers just weeks after hitting 8 million
However, it is worth noting that if something is important enough, Musk will get involved. He bought Twitter a few years ago and then turned it into X, but that issue was much larger than simple banter with a company that does not want to utilize one of the CEO’s products.
The insufferable, special needs chimp currently running Ryan Air is an accountant. Has no idea how airplanes even fly.
— Elon Musk (@elonmusk) January 20, 2026
In a poll posted yesterday by Musk, asking whether he should buy Ryanair and “restore Ryan as their rightful ruler.” 76.5 percent of respondents said he should, but others believe that the whole idea is just playful dialogue for now.
But it is not ideal to count Musk out, especially if things continue to move in the direction they have been.
News
Tesla Robotaxi’s biggest rival sends latest statement with big expansion
The new expanded geofence now covers a broader region of Austin and its metropolitan areas, extended south to Manchaca and north beyond US-183.
Tesla Robotaxi’s biggest rival sent its latest statement earlier this month by making a big expansion to its geofence, pushing the limits up by over 50 percent and nearing Tesla’s size.
Waymo announced earlier this month that it was expanding its geofence in Austin by slightly over 50 percent, now servicing an area of 140 square miles, over the previous 90 square miles that it has been operating in since July 2025.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
The new expanded geofence now covers a broader region of Austin and its metropolitan areas, extended south to Manchaca and north beyond US-183.
These rides are fully driverless, which sets them apart from Tesla slightly. Tesla operates its Robotaxi program in Austin with a Safety Monitor in the passenger’s seat on local roads and in the driver’s seat for highway routes.
It has also tested fully driverless Robotaxi services internally in recent weeks, hoping to remove Safety Monitors in the near future, after hoping to do so by the end of 2025.
Tesla Robotaxi service area vs. Waymo’s new expansion in Austin, TX. pic.twitter.com/7cnaeiduKY
— Nic Cruz Patane (@niccruzpatane) January 13, 2026
Although Waymo’s geofence has expanded considerably, it still falls short of Tesla’s by roughly 31 square miles, as the company’s expansion back in late 2025 put it up to roughly 171 square miles.
There are several differences between the two operations apart from the size of the geofence and the fact that Waymo is able to operate autonomously.
Waymo emphasizes mature, fully autonomous operations in a denser but smaller area, while Tesla focuses on more extensive coverage and fleet scaling potential, especially with the potential release of Cybercab and a recently reached milestone of 200 Robotaxis in its fleet across Austin and the Bay Area.
However, the two companies are striving to achieve the same goal, which is expanding the availability of driverless ride-sharing options across the United States, starting with large cities like Austin and the San Francisco Bay Area. Waymo also operates in other cities, like Las Vegas, Los Angeles, Orlando, Phoenix, and Atlanta, among others.
Tesla is working to expand to more cities as well, and is hoping to launch in Miami, Houston, Phoenix, Las Vegas, and Dallas.
Elon Musk
Tesla automotive will be forgotten, but not in a bad way: investor
It’s no secret that Tesla’s automotive division has been its shining star for some time. For years, analysts and investors have focused on the next big project or vehicle release, quarterly delivery frames, and progress in self-driving cars. These have been the big categories of focus, but that will all change soon.
Entrepreneur and Angel investor Jason Calacanis believes that Tesla will one day be only a shade of how it is recognized now, as its automotive side will essentially be forgotten, but not in a bad way.
It’s no secret that Tesla’s automotive division has been its shining star for some time. For years, analysts and investors have focused on the next big project or vehicle release, quarterly delivery frames, and progress in self-driving cars. These have been the big categories of focus, but that will all change soon.
I subscribed to Tesla Full Self-Driving after four free months: here’s why
Eventually, and even now, the focus has been on real-world AI and Robotics, both through the Full Self-Driving and autonomy projects that Tesla has been working on, as well as the Optimus program, which is what Calacanis believes will be the big disruptor of the company’s automotive division.
On the All-In podcast, Calcanis revealed he had visited Tesla’s Optimus lab earlier this month, where he was able to review the Optimus Gen 3 prototype and watch teams of engineers chip away at developing what CEO Elon Musk has said will be the big product that will drive the company even further into the next few decades.
Calacanis said:
“Nobody will remember that Tesla ever made a car. They will only remember the Optimus.”
He added that Musk “is going to make a billion of those.”
Musk has stated this point himself, too. He at one point said that he predicted that “Optimus will be the biggest product of all-time by far. Nothing will even be close. I think it’ll be 10 times bigger than the next biggest product ever made.”
He has also indicated that he believes 80 percent of Tesla’s value will be Optimus.
Optimus aims to totally revolutionize the way people live, and Musk has said that working will be optional due to its presence. Tesla’s hopes for Optimus truly show a crystal clear image of the future and what could be possible with humanoid robots and AI.