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Ford’s top brass sit down with Sandy Munro to discuss the F-150 Lightning
Ford CEO Jim Farley and other company executives were interviewed by Sandy Munro earlier this week, highlighting the work done on the F-150 Lightning, its defining features, as well as Ford’s future more generally.
Sandy Munro of Munro Associates runs a YouTube channel where he and his team dive into different models of vehicles and analyze their dependability, durability, and overall engineering design work. However, Sandy and fellow Munro associate Cory Steuben got to sit down with top leaders from Ford, which included Farley, Linda Zhang, who was the Chief Engineer of the all-electric pickup, and Doug Field, the automaker’s Chief Officer of EVs. Mainly focusing on the F-150 Lightning but also talking about the brand’s future and competitors, the interview culminated as Sandy asked the executive team about possible vertical integration within their manufacturing process, possible partnerships with Tesla, and a possible switch to the Tesla connector as the US default.
The video starts with Sandy getting the keys to his new F-150 Lightning, kindly delivered in person by Jim Farley and the team. However, Sandy quickly moves to ask about the truck and its design.
While Sandy was quick to praise the EV drivetrain and the durability of design, foremost thought the interview; the executive team focused on accessory features instead. Doug Field specifically sees the onboard generator, the large frunk, and the bi-directional power (the feature that allows the truck to power the home during a blackout) as the top reasons consumers have flocked to the new truck. Farley continues by noting that, while he didn’t expect the vehicle’s features to be such a crowd pleaser, he believes that they are the reason consumers aren’t asking “why an EV,” but “why not!”
The rest of the interview generally focuses on the market and the Ford brand. The biggest question is the thought of exponential growth in the EV market. Sandy notes explicitly that the US market had recently reached a 5% market share of EVs, what he calls a “tipping point” in the market. Jim responds positively, noting that he is excited about the chance to expand so quickly, expanding older plants such as “The Rouge” and constructing new plants like their new facility in Tennessee to meet demand. Further, he notes he isn’t worried about the brand’s ability to meet demand.
Another big question on the mind of Sandy (and many others who are interested in EVs) is the question of a partnership with Tesla, as well as the executives’ thoughts on the recent proposal to make the Tesla connector the new US standard. “We consider everything,” Doug responds tritely. The team responds to a Tesla partnership, saying that Ford would need a powerful motivating idea to consider abandoning their independence and partnering with another maker, Tesla or otherwise. However, none of the team concretely answered Sandy’s question about standardizing the Tesla Connector.
The group next addresses the possibility of increased verticle integration within their manufacturing. Software, batteries, and powertrain parts were essential parts where they stated the brand would likely continue to pursue verticle integration, going as far as to call other battery makers such as CATL “competitors.” However, Farley notes that he would not compromise the user experience in efforts of verticle integration.
Sandy concludes by lamenting the lack of the $20-$25,000 EV. He mentions that the in-demand Maverick is an excellent example of a vehicle that shows affordable vehicles can still do well and prove profitable for brands like Ford. Doug responds conservatively that, while they see the segment as “very important for global competitiveness,” difficulties remain in acquiring affordable powertrain parts and batteries. And while LFP batteries may offer an avenue into that market, Ford is still in the process of “considering other options.”
Sandy’s interview shows that Ford remains quite dedicated to pursuing EV tech and why they remain ahead of previous rivals such as GM and the Chrysler family of brands. Farley is thinking ahead of many of these other legacy brands, and despite the hurdles that come with that status (cough cough dealerships cough cough), they are positioning themselves well to succeed. Ford’s sales and stock price seem to reflect this.
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Tesla hasn’t adopted Apple CarPlay yet for this shocking reason
Many Apple and iPhone users have wanted the addition, especially to utilize third-party Navigation apps like Waze, which is a popular alternative. Getting apps outside of Tesla’s Navigation to work with its Full Self-Driving suite seems to be a potential issue the company will have to work through as well.
Perhaps one of the most requested features for Tesla vehicles by owners is the addition of Apple CarPlay. It sounds like the company wants to bring the popular UI to its cars, but there are a few bottlenecks preventing it from doing so.
The biggest reason why CarPlay has not made its way to Teslas yet might shock you.
According to Bloomberg‘s Mark Gurman, Tesla is still working on bringing CarPlay to its vehicles. There are two primary reasons why Tesla has not done it quite yet: App compatibility issues and, most importantly, there are incredibly low adoption rates of iOS 26.
Tesla’s Apple CarPlay ambitions are not dead, they’re still in the works
iOS 26 is Apple’s most recent software version, which was released back in September 2025. It introduced a major redesign to the overall operating system, especially its aesthetic, with the rollout of “Liquid Glass.”
However, despite the many changes and updates, Apple users have not been too keen on the iOS 26 update, and the low adoption rates have been a major sticking point for Tesla as it looks to develop a potential alternative for its in-house UI.
It was first rumored that Tesla was planning to bring CarPlay out in its cars late last year. Many Apple and iPhone users have wanted the addition, especially to utilize third-party Navigation apps like Waze, which is a popular alternative. Getting apps outside of Tesla’s Navigation to work with its Full Self-Driving suite seems to be a potential issue the company will have to work through as well.
According to the report, Tesla asked Apple to make some changes to improve compatibility between its software and Apple Maps:
“Tesla asked Apple to make engineering changes to Maps to improve compatibility. The iPhone maker agreed and implemented the adjustments in a bug fix update to iOS 26 and the latest version of CarPlay.”
Gurman also said that there were some issues with turn-by-turn guidance from Tesla’s maps app, and it did not properly sync up with Apple Maps during FSD operation. This is something that needs to be resolved before it is rolled out.
There is no listed launch date, nor has there been any coding revealed that would indicate Apple CarPlay is close to being launched within Tesla vehicles.
Elon Musk
Starlink restrictions are hitting Russian battlefield comms: report
The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.
SpaceX’s decision to disable unauthorized Starlink terminals in Ukraine is now being felt on the battlefield, with Ukrainian commanders reporting that Russian troops have struggled to maintain assault operations without access to the satellite network.
The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.
Lt. Denis Yaroslavsky, who commands a special reconnaissance unit, stated that Russian assault activity noticeably declined for several days after the shutdown. “For three to four days after the shutdown, they really reduced the assault operations,” Yaroslavsky said.
Russian units had allegedly obtained Starlink terminals through black market channels and mounted them on drones and weapons systems, despite service terms prohibiting offensive military use. Once those terminals were blocked, commanders on the Ukrainian side reported improved battlefield ratios, as noted in a New York Post report.
A Ukrainian unit commander stated that casualty imbalances widened after the cutoff. “On any given day, depending on your scale of analysis, my sector was already achieving 20:1 (casuality rate) before the shutdown, and we are an elite unit. Regular units have no problem going 5:1 or 8:1. With Starlink down, 13:1 (casualty rate) for a regular unit is easy,” the unit commander said.
The restrictions come as Russia faces heavy challenges across multiple fronts. A late January report from the Center for Strategic and International Studies estimated that more than 1.2 million Russian troops have been killed, wounded, or gone missing since February 2022.
The Washington-based Institute for the Study of War also noted that activity from Russia’s Rubikon drone unit declined after Feb. 1, suggesting communications constraints from Starlink’s restrictions may be limiting operations. “I’m sure the Russians have (alternative options), but it takes time to maximize their implementation and this (would take) at least four to six months,” Yaroslavsky noted.
Elon Musk
Tesla Korea hiring AI Chip Engineers amid push for high-volume AI chips
Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”
In a recent post on X, Tesla Korea announced that it is hiring AI Chip Design Engineers as part of a project aimed at developing what the company describes as the world’s highest-volume AI chips. CEO Elon Musk later amplified the initiative.
Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”
“This project aims to develop AI chip architecture that will achieve the highest production volume in the world in the future,” Tesla Korea wrote in its post on X.
As per Tesla Korea, those who wish to apply for the AI Chip Design Engineer post should email Ai_Chips@Tesla.com and include “the three most challenging technical problems you have solved.”
Elon Musk echoed the hiring push in a separate post. “If you’re in Korea and want to work on chip design, fabrication or AI software, join Tesla!” he wrote.
The recruitment effort in South Korea comes as Tesla accelerates development of its in-house AI chips, which power its Full Self-Driving (FSD) system, Optimus humanoid robot, and data center training infrastructure.
Tesla has been steadily expanding its silicon development teams globally. In recent months, the company has posted roles in Austin and Palo Alto for silicon module process engineers across lithography, etching, and other chip fabrication disciplines, as noted in a Benzinga report.
Tesla Korea’s hiring efforts align with the company’s long-term goal of designing and producing AI chips at massive scale. Musk has previously stated that Tesla’s future AI chips could become the highest-volume AI processors in the world.
The move also comes amid Tesla’s broader expansion into AI initiatives. The company recently committed about $2 billion into xAI as part of a Series E funding round, reinforcing its focus on artificial intelligence across vehicles, robotics, and compute infrastructure.
Tesla hasn’t adopted Apple CarPlay yet for this shocking reason
Starlink restrictions are hitting Russian battlefield comms: report
