Lucid Motors has joined several automakers in adopting Tesla’s North American Charging Standard (NACS), just months after its CEO said it wouldn’t switch unless higher-voltage charging architecture was unveiled. Following Lucid’s announcement of plans to adopt the standard this week, Tesla CEO Elon Musk pointed out that the switch was probably a little difficult for Lucid’s CEO to accept after some of his past statements.
On Tuesday, Lucid announced it would be adopting Tesla’s NACS, giving its drivers access to the Supercharger network as soon as 2025. Like other automakers, the company will build Tesla’s charging port into its electric vehicles (EVs) starting in 2025, and it plans to offer adapters to those with the current Combined Charging System (CCS) hardware in the same year — both of which will enable its cars to charge at Tesla’s Superchargers.
Following the announcement, Musk commented on X that the adoption of Tesla’s standard “must have been a bitter pill to swallow,” especially after the automaker’s CEO recently suggested that the charging port didn’t matter.
That must have been a bitter pill to swallow 😂
— Elon Musk (@elonmusk) November 6, 2023
The news comes after Lucid CEO Peter Rawlinson dodged questions about switching to the standard in June, adding that the plug mattered less than high-voltage charging infrastructure. In the months since, a slew of other automakers have also adopted the charging hardware, and Tesla has been deploying new technology, including higher-voltage charging hardware on one upcoming vehicle along with Superchargers sporting higher overall charging capacities.
During Tesla’s third-quarter earnings call last month, the automaker confirmed previous rumors that the Cybertruck will include 800-volt charging architecture, offering faster charging and better overall efficiency. In the U.S. and beyond, Tesla has also been deploying its V4 Superchargers, which offer a charging rate of 350 kW compared to the 250 kW rate offered by V3 chargers.
While neither of the developments from Tesla quite hit Rawlinson’s original demand for a 1,000-volt Supercharger, something about the past few months has obviously changed his mind from thinking the NACS was just a “plastic plug with some copper in it.”
It also comes ahead of Lucid’s Q3 earnings call, set to be reported at 5:30 p.m. ET on Tuesday. You can see top investor questions ahead of the call here, the first of which is a question about how and when the automaker will become profitable.
Last month, Lucid reported a miss on analyst delivery estimates for the third quarter, and the automaker said that it was unlikely to reach its already-lowered 2023 production goal of 10,000 units.
Tesla officially opened the NACS design to other automakers just under a year ago, as detailed by the automaker in a blog post.
With the exception of the startup Aptera, which was an early adopter of the equipment, details surrounding Tesla’s opening of the NACS hardware remained quiet for several months after its announcement. In May, however, Ford CEO Jim Farley broke the silence by announcing plans to adopt the standard in May during a call on X with Musk. Since then, nearly every major and startup automaker has joined the list of companies adopting the standard.
First production Lucid Air Sapphire rolls off the assembly line in AZ
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News
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has spent years trying to engineer its way out of the automotive paint shop, one of the most expensive, space-consuming, and environmentally costly steps in vehicle manufacturing. With the Cybercab, Tesla confirmed on X this week that a new reaction injection molding process will embed color directly into the panel itself during production.
“Our new reaction injection molding (RIM) process shrinks Cybercab paint cycles from hours to minutes. This cuts those parts’ manufacturing and supply chain emissions by 35% and eliminating 100% of paint volatile organic compounds (VOCs) emitted in traditional paint methods.” noted Tesla.
While the RIM process isn’t necessarily new and has existed since the 1960s, what makes Tesla’s application notable is how it is being used specifically for exterior body panels that traditionally required a separate paint process after forming.
Tesla’s RIM approach integrates the color directly into the panel material during the molding process itself. The pigment is part of the polymer mix injected into the mold, meaning the panel comes out of the mold already colored, with no separate paint application required. The clear coat or protective layer can be applied at the mold stage or through a much faster post-process than traditional multi-stage painting. Tesla claims this compresses what was a multi-hour paint cycle into minutes per panel.
Tesla’s obsession with killing the paint shop is one of the most consistent threads running through the company’s manufacturing philosophy going back years. As far back as 2018, Musk was trimming paint color options to simplify production, tweeting at the time: “Moving 2 of 7 Tesla colors off menu on Wednesday to simplify manufacturing.” Two years later, in a 2020 Automotive News interview, Musk laid out his broader vision, saying he believed Tesla factories could one day be 1,000 times more efficient than conventional plants, and pointing to the paint shop as one of the biggest sources of waste, cost, and complexity. The Cybertruck was the most extreme expression of that thinking. Tesla chose an unpainted stainless steel exterior partly because it would eliminate the need for a $200 million paint facility at Gigafactory Texas. The stainless approach proved harder and more expensive than anticipated, but the underlying ambition never changed. The Cybercab is what happens when that same ambition meets a manufacturing process that delivers on it.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.