News
Tesla’s battery strategy has “no advantage,” Ford CEO says
Tesla’s battery strategy will not be adopted by legacy automotive company Ford, because Jim Hackett, the company’s CEO, says there is “no advantage” in migrating capital into owning a cell manufacturing facility.
During Ford’s Q2 2020 Earnings Call in late July, Morgan Stanley’s Adam Jonas asked about the company’s strategy to produce EV batteries in-house, as opposed to sourcing the cells from third-party companies like Panasonic and LG Chem.
Hackett, who elected to retire from his post as head of Ford earlier this year, stated that his team did a “deep dive” on whether it was advantageous to create its own battery cells.
It proved not to be advantageous for Ford.
“I’ve met with a number of the people that you know that are in the supply side of this. And it was our estimation, in fact, our whole team went through a really deep dive on this six months ago, that the supply chain has ramped up since Elon built his Gigafactory,” Hackett said. “And so there’s plenty there that does not warrant us to migrate our capital into owning our own factory. There’s no advantage in the ownership in terms of cost or sourcing as what Ford can draw on.”
Instead, the company will continue to go the path that it is now, which requires sourcing batteries from third-party suppliers instead of researching and improving on cells within the company’s facilities across the world.
Interestingly enough, Tesla has found tremendous advantages in producing its own batteries at its Giga Nevada facility, which is responsible for assembling battery packs with the help of Panasonic.
Forbes stated that a Trefis analysis from January 2020 showed that battery costs fell by 45% from 2016 to 2019, which effectively decreased the price of Tesla’s vehicles by $7,000 on average.
Despite this, Ford isn’t budging, and the company’s executives don’t believe they require a battery plant at the current time.
Hau Thai-Tang, Ford’s Head of Product Development and Purchasing, stated that the company would need to manufacture between 100,000 and 150,000 electric vehicles a year to justify a battery production facility, Automotive News reported.
“We don’t have that volume initially to justify that capital expenditure,” Thai-Tang said. “There’s insufficient scale for any one OEM, other than somebody who’s a full-line battery-electric manufacturer like Tesla, to justify that spending.”
Thai-Tang’s statement indicates that there is a possibility that Ford could change its mind about battery production in the future. Still, the company will have to increase the production of its electrified lineup. For now, he is okay with buying batteries from suppliers.
“It gives us the ability to access the latest technology and innovation across multiple suppliers,” he said.
Tesla, however, is thriving by developing its battery technology. Many Wall Street analysts contribute the company’s cell strategy as a primary reason for its success, which has been exponential so far this year for investors.
Ford is still fine-tuning its EV project and is planning to release a fleet of forty electric cars by 2023 by spending $11 billion by 2022 to develop the technology required to be competitive in the quickly-growing sector.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
News
Tesla adds new feature that will be great for crowded parking situations
This is the most recent iteration of the app and was priming owners for the slowly-released Holiday Update.
Tesla has added a new feature that will be great for crowded parking lots, congested parking garages, or other confusing times when you cannot seem to pinpoint where your car went.
Tesla has added a new Vehicle Locator feature to the Tesla App with App Update v4.51.5.
This is the most recent iteration of the app and was priming owners for the slowly-released Holiday Update.
While there are several new features, which we will reveal later in this article, perhaps one of the coolest is that of the Vehicle Locator, which will now point you in the direction of your car using a directional arrow on the home screen. This is similar to what Apple uses to find devices:
Interesting. The location arrow in the Tesla app now points to your car when you’re nearby. pic.twitter.com/b0yjmwwzxN
— Whole Mars Catalog (@wholemars) December 7, 2025
In real time, the arrow gives an accurate depiction of which direction you should walk in to find your car. This seems extremely helpful in large parking lots or unfamiliar shopping centers.
Getting to your car after a sporting event is an event all in itself; this feature will undoubtedly help with it:
The nice little touch that Tesla have put in the app – continuous tracking of your vehicle location relative to you.
There’s people reporting dizziness testing this.
To those I say… try spinning your phone instead. 😉 pic.twitter.com/BAYmJ3mzzD
— Some UK Tesla Guy (UnSupervised…) (@SomeUKTeslaGuy) December 8, 2025
Tesla’s previous app versions revealed the address at which you could locate your car, which was great if you parked on the street in a city setting. It was also possible to use the map within the app to locate your car.
However, this new feature gives a more definitive location for your car and helps with the navigation to it, instead of potentially walking randomly.
It also reveals the distance you are from your car, which is a big plus.
Along with this new addition, Tesla added Photobooth features, Dog Mode Live Activity, Custom Wraps and Tints for Colorizer, and Dashcam Clip details.
🚨 Tesla App v4.51.5 looks to be preparing for the Holiday Update pic.twitter.com/ztts8poV82
— TESLARATI (@Teslarati) December 8, 2025
All in all, this App update was pretty robust.
Tesla CEO Elon Musk shaded Waymo in a post on X on Wednesday, stating the company “never really had a chance” and that it “will be obvious in hindsight.”
Tesla and Waymo are the two primary contributors to the self-driving efforts in the United States, with both operating driverless ride-hailing services in the country. Tesla does have a Safety Monitor present in its vehicles in Austin, Texas, and someone in the driver’s seat in its Bay Area operation.
Musk says the Austin operation will be completely void of any Safety Monitors by the end of the year.
🚨 Tesla vs. Waymo Geofence in Austin https://t.co/A6ffPtp5xv pic.twitter.com/mrnL0YNSn4
— TESLARATI (@Teslarati) December 10, 2025
With the two companies being the main members of the driverless movement in the U.S., there is certainly a rivalry. The two have sparred back and forth with their geofences, or service areas, in both Austin and the Bay Area.
While that is a metric for comparison now, ultimately, it will not matter in the coming years, as the two companies will likely operate in a similar fashion.
Waymo has geared its business toward larger cities, and Tesla has said that its self-driving efforts will expand to every single one of its vehicles in any location globally. This is where the true difference between the two lies, along with the fact that Tesla uses its own vehicles, while Waymo has several models in its lineup from different manufacturers.
The two also have different ideas on how to solve self-driving, as Tesla uses a vision-only approach. Waymo relies on several things, including LiDAR, which Musk once called “a fool’s errand.”
This is where Tesla sets itself apart from the competition, and Musk highlighted the company’s position against Waymo.
Jeff Dean, the Chief Scientist for Google DeepMind, said on X:
“I don’t think Tesla has anywhere near the volume of rider-only autonomous miles that Waymo has (96M for Waymo, as of today). The safety data is quite compelling for Waymo, as well.”
Musk replied:
“Waymo never really had a chance against Tesla. This will be obvious in hindsight.”
Waymo never really had a chance against Tesla. This will be obvious in hindsight.
— Elon Musk (@elonmusk) December 10, 2025
Tesla stands to have a much larger fleet of vehicles in the coming years if it chooses to activate Robotaxi services with all passenger vehicles. A simple Over-the-Air update will activate this capability, while Waymo would likely be confined to the vehicles it commissions as Robotaxis.
Tesla adds 15th automaker to Supercharger access in 2025
Tesla adds new feature that will be great for crowded parking situations
