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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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EVgo has tapped Tesla Superchargers for its most recent efforts to expand its charging presence in the United States, a move that seems logical based on the effectiveness of the automaker’s own infrastructure.
EVgo opened its first Supercharger site in Illinois, a 12-stall station near downtown Chicago at 3145 South Ashland Avenue in the Riverside Square & River’s Edge center, right beside a grocery store. This marks the start of the company’s plan to deploy hundreds of Supercharger stalls across the United States, primarily at grocery-anchored Regency Centers properties where drivers can shop, eat, or run errands while they charge.
We’ve opened our first EVgo Supercharger location in Illinois, marking the start of our plan to add hundreds of Supercharger stalls across the U.S.
Designed for both NACS and CCS vehicles with Magic Dock technology, these new sites help make fast charging more accessible and convenient for all EV drivers. Learn more: https://t.co/V92t5FDryQ
— EVgo Fast Charging Network (@evgonetwork) November 5, 2026
The new location uses Tesla’s Magic Dock technology so both NACS and CCS vehicles can plug in natively without drivers needing to carry their own adapters. Peak power reaches 325 kW at this site, with pricing set between $0.25 and $0.35 per kWh depending on the hour—the same rate for Tesla and non-Tesla drivers.
The stalls also appear in Tesla’s in-car navigation and Trip Planner, making them easy for Tesla owners to find and route to. Illinois has seen EV registrations rise nearly 60 percent over the past two years, and EVgo’s broader network has experienced more than 700 percent growth in charging demand over three years, so the timing fits the market’s trajectory.
Choosing Tesla hardware through the Supercharger for Business program turns out to have been a smart, practical move.
Tesla’s V4 stalls and cabinets deliver high, reliable power with a proven track record of strong uptime, while Magic Dock delivers true dual-standard compatibility in one package. Because the sites show up in Tesla’s navigation tools, EVgo instantly gains visibility among millions of existing Tesla drivers, which should raise utilization and help the company double its addressable market as more vehicles adopt NACS. EVgo still owns the stations and sets pricing, yet benefits from Tesla’s established hardware, longer cables, and operational support.
The result is faster, lower-risk infrastructure expansion that serves every EV driver—Tesla or otherwise—with convenient, high-power charging at everyday retail locations. For drivers, that means fewer adapters, more predictable stops, and a denser network just as electric vehicles become everyday transportation.
Tesla’s Austin Gigafactory is reportedly shifting to round-the-clock vehicle production through the end of 2026, according to longtime drone observer Joe Tegtmeyer.
In his November 2 update, Tegtmeyer, widely regarded as one of the most reliable independent sources on Giga Texas activity (we call him the Drone GOAT), stated that the plant has added a night shift, creating two 12-hour production shifts.
Tegtmeyer said in his video:
“Now, I do have some interesting news about that when it comes to the production schedule here at Giga Texas, and things are actually looking pretty good, especially when you think about what the demand is and the delivery numbers that they’re looking for and what they’re expecting. So, normally they have shifts Monday through Friday. It’s a day shift and it’s about 10 hours long or so, give or take. But now they’re on day and night shifts and they’re going to 12-hour days. So they’re going to be adding or they have another shift. They have 12 hours for both of them. In addition to that, the typical downtime that we’re going to be seeing around the holidays, specifically Thanksgiving and Christmas to the New Year time frame is actually changed. And we’re not going to see those big several day events where there is no production. At least that’s what the plan is right now. So, it’s really a great sign, I think, when we consider what they’ve done in the past and what production and the deliveries have been so far. So, maybe it’s shaping up to be a really strong quarter.”
Previously, General Assembly typically operated on a single roughly 10-hour day shift, Monday through Thursday or Friday. The new arrangement keeps General Assembly on its Monday-to-Thursday schedule while adding overnight capacity, and most other areas of the factory continue working the full week with some weekend activity.
Notably, the plant is also forgoing the multi-day shutdowns around Thanksgiving and the Christmas–New Year period that have occurred in prior years
Giga Texas currently builds the Model Y, the larger Model Y L, the Cybertruck, and the Cybercab robotaxi. Tesla has not confirmed the shift change or specified which lines will receive the extra output. Recent comments suggest Cybercab production has been constrained by the pace at which the Robotaxi fleet can absorb new vehicles, making the Model Y and Model Y L the more likely beneficiaries as the company works through order backlogs.
Tegtmeyer’s November 2 footage and commentary also highlighted broader site progress. Cortex 2 continues to expand, with additional compute coming online, a roughly 25 percent lengthening of the structure on the north end, and work on a third cooling plant.
The Boring Company tunnel site showed increased activity in the large launch pit, while the Advanced Technology Chip Fab (a SpaceX–Tesla joint R&D facility) continued steel superstructure and heavy truss installation, along with concrete pours.
The reported capacity increase arrives as Tesla aims for a strong fourth quarter following solid third-quarter results. While unconfirmed by the company, the information aligns with Tegtmeyer’s consistent track record of accurate on-site observations.
If Tesla makes the decision to sustain the all-day production plans, the dual 12-hour shifts would meaningfully raise weekly output potential at one of Tesla’s most important manufacturing hubs.
News
Tesla opens new “Cybaer” Engineering Center in Berlin
Tesla opened its Berlin Engineering Center, uniting four sites and 30 labs near Giga Berlin.
Tesla has opened a new engineering hub in Berlin, putting the teams that design and test its European parts about 30 minutes from the factory that builds them.
The Berlin Tesla Engineering Center, or BTEC, opened Wednesday in the Köpenick district. Tesla Europe said on X that the project went from permit to operational in under a year and consolidates four engineering sites and 30 labs onto a single campus. It is the company’s third hub of this kind, after Fremont and Shanghai.
“We’re combining materials, powertrain, vehicle engineering & validation under one roof, enabling a short feedback loop between development & ramp,” Tesla Europe wrote.
Berlin Tesla Engineering Center opens today From permit to operational in under a year, it brings 4 engineering sites onto 1 campus w/ 30 different labs in Köpenick, 30 minutes from Giga Berlin With our 3rd hub of this kind after Fremont & Shanghai, we’re combining materials, powertrain, vehicle engineering & validation under one roof – enabling a short feedback loop between development & ramp — Tesla Europe, Middle East & Africa (@teslaeurope) November 4, 2026
Tesla converted the former production halls of a cable factory for the site. About 250 engineers and technicians are starting there, most of them relocated from existing Tesla facilities such as Tilburg in the Netherlands. Tesla has already applied for approval of a second phase that would take the headcount to roughly 500, and it put the total investment at €100 million.
The labs cover battery cells, motors, materials and complete vehicles, and a large hall is set aside for safety testing of components, including airbags. During the opening, staff demonstrated a pedestrian leg impact test on the front of a Tesla using a catapult rig, Tagesspiegel reported. The center’s logo is a cubist Berlin bear that employees call the “Cybaer.”
Tesla said its Berlin design and engineering teams already contributed to the Model Y, Semi and Roadster, and that the work continues at BTEC. The center will handle technical problem solving for Giga Berlin in Grünheide while also developing and validating parts for vehicles built in China and the United States.
“We came here to stay,” BTEC head Brückner told dpa. “We serve all of Europe via Gigafactory Berlin-Brandenburg.” He said a site close to the plant was a priority, and that the old industrial building allowed Tesla to move quickly.
That proximity matters more now that Giga Berlin is growing again. In June, Tesla said it would raise Model Y output at the plant to 7,500 vehicles per week and hire 1,000 more workers after a record first quarter of more than 61,000 units. The factory recently built 7,000 Model Ys in a single week for the first time. Tesla also more than doubled the planned 4680 cell capacity at the site to 18 GWh per year in May, and has talked about eventually taking Grünheide to one million vehicles annually.
Sales are giving Tesla reason to invest. KBA data released the same day showed Tesla’s German registrations nearly quadrupled year over year in October to 2,932 units, bringing the total for the first ten months of 2026 to 47,742.
EVgo taps Tesla Superchargers for mass charging expansion
Tesla Giga Texas reportedly moves to 24/7 production
