Tesla’s North American Charging Standard (NACS) has been adopted by the majority of automakers in the United States. It was then no surprise that the electric vehicle maker has been spotted filming what seems to be a promotional video featuring its Supercharger Network and a number of non-Tesla electric cars.
Images of the filming session were posted on X, the social media platform formerly known as Twitter, by @houmanhemmati. As per the social media user, the video was being filmed at Tesla’s large 62-stall Santa Monica Supercharger. Notable non-Tesla EVs that were spotted on the site included the Ford Mustang Mach-E and the GMC Hummer EV. Tesla’s own EVs, like the Cybertruck, were also present.
@tesla shooting a commercial/video at the big 62-stall @santamonicacity Supercharger to show how you can charge any EV there soon – they’re filming Cybertruck, Hummer EV, Ford Mustang Mach-E, Mercedes EV, others. Very cool @elonmusk pic.twitter.com/pOIHfiXiTC— Houman David Hemmati, MD, PhD (@houmanhemmati) February 22, 2024
Considering the presence of multiple non-Tesla EVs in the Supercharger site, electric vehicle enthusiasts have inferred that a video advertisement about NACS adoption is likely coming soon. Numerous EV fans have expressed their excitement for the video, as Tesla tends to come up with informative and entertaining advertisements for its cars and services.
Earlier this month, Stellantis announced that it would be adopting Tesla’s North American Charging Standard for its EVs. This was a notable development as Stellantis was the last large automaker that held out on NACS adoption. The other two members of the Detroit Big Three, Ford and General Motors (GM), embraced NACS last year. Other notable automakers such as Toyota, Honda, Volkswagen, BMW, and Hyundai, among others, have also committed to NACS.
Updated table showing all automakers that have announced adoption of @Tesla's North American Charging Standard (Stellantis announced today).
h/t @_Richard_Smith7 pic.twitter.com/O3I6rAz3k7— Sawyer Merritt (@SawyerMerritt) February 12, 2024
It is not just automakers that are making the switch to Tesla’s NACS. Other public charging networks have also started to embrace the standard. These include ChargePoint, which announced that it would be rolling out NACS connector support, as well as Electrify America, which noted last year that it would start adding NACS connectors to its charging stalls alongside their usual CCS connectors.
Tesla opened the North American Charging Standard (NACS) in November 2022. In a blog post, Tesla noted that its charging connector, which is already being used in the company’s Superchargers in North America, is the best choice for EVs in the region. “The Tesla charging connector is the most proven in North America, offering AC charging and up to 1 MW DC charging in one slim package. It has no moving parts, is half the size, and twice as powerful as Combined Charging System (CCS) connectors,” Tesla wrote.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Investor's Corner
Tesla investors want answers to these five questions during Q3 Earnings
These are the top five questions that have been asked and voted for by investors of the company, and what we think about them.

Tesla (NASDAQ: TSLA) is preparing to report its earnings for the third quarter of 2025 this afternoon. Investors are looking for answers regarding the Robotaxi launch, energy division, potential future vehicle releases, Optimus, and demand stimulation without the tax credit.
Using the investor platform Say, Tesla allows investors to ask questions for the earnings call.
These are the top five questions that have been asked and voted for by investors of the company, and what we think about them:
- What are the latest Robotaxi metrics (fleet size, cumulative miles, rides completed, intervention rates), and when will safety drivers be removed? What are the obstacles still preventing unsupervised FSD from being deployed to customer vehicles?
- What we think: Tesla should release some metrics about Robotaxi operation, but it has been cryptic about fleet size and other statistics in the past. Additionally, CEO Elon Musk said Safety Drivers should be removed ‘by the end of the year,’ and we imagine this will be reiterated during the call. Regarding Unsupervised FSD, Tesla has stated that safety is its priority moving forward with the FSD rollout and Robotaxi as well.
- What is demand/backlog for Megapack, Powerwall, Solar, or energy storage systems? With the current AI boom, is Tesla planning to supply power to other hyperscalers?
- What we think: This is perhaps the only question of the five that Tesla will be totally forthcoming with, as it usually does not reveal vehicle plans or data on these earnings calls. However, it will be interesting to see if the company has any plans to supplement the increasing AI plans with its energy products. Energy falls under the radar with a lot of its achievements, so it really could be a major focus of this call if this question gets answered.
- What are the plans for new car models? Will Tesla build compact car models leveraging the unboxed Cybercab platform? Will Tesla build a traditional SUV and pickup truck on the Cybertruck platform?
- What we think: Tesla does not unveil or release plans about projects on earnings calls, so we doubt there will be much color here from executives. Considering Tesla has put so much weight on autonomy in the U.S., we’re not necessarily convinced it will plan to do much more than Cybercab, and SUV and pickup trucks will likely be built on a different platform as well, if they’re offered at all. Musk isn’t sure about bringing the Model Y L to the U.S. market due to the “advent of self-driving.”
- What are the present challenges in bringing Optimus to market, considering app control software, engineering hardware, training general mobility models, training task-specific models, training voice models, implementing manufacturing, and establishing supply chains?
- What we think: This will likely be where Tesla teases the capabilities of Optimus Gen 3, and comes up with some sort of rough date where it could show off the new design. Tesla has been using Optimus in its factories and other internal operations, so it’s likely we’ll hear some stories about that as well. Tesla is looking to refine the Optimus design so it is useful and capable in residential applications, and its hands are likely the biggest bottleneck as they are arguably the most crucial part of the product.
- Can you talk about demand stimulation avenues beyond affordability? Given the state of global politics, can Tesla’s brand elevate above the divisiveness and return global perception back to our inspirational roots of ludicrous performance, environmental good, and superior safety?
- What we think: Tesla is going to flex its new Standard offerings now, and the company has been transparent that Musk’s political involvement will wind down in a timely manner, according to the proxy it released when it revealed his pay package.
Energy
Tesla China’s Megafactory helps boost Shanghai’s battery exports by 20%: report
Located in the Lingang New Area of the Shanghai Free Trade Zone, the Tesla Megafactory has been running at full throttle since opening in February.

Reports from China have indicated that the Tesla Shanghai Megafactory has become a notable player in China’s booming battery export market.
Located in the Lingang New Area of the Shanghai Free Trade Zone, the Tesla Megafactory has been running at full throttle since opening in February. It produces Tesla Megapack batteries for domestic and international use.
Tesla Shanghai Megafactory
As noted in a report from Sina Finance, the Tesla Shanghai Megafactory’s output of Megapack batteries helped drive a notable rise in lithium battery shipments from the city in the first three quarters of 2025. This is quite impressive as the Megafactory is a rather young facility, though it has been steadily increasing its production capacity.
“The establishment of this benchmark factory has not only driven the rapid development of Shanghai’s energy storage industry but also become a new growth engine for foreign trade exports. Driven by the Tesla energy storage factory’s opening, Shanghai’s lithium battery exports reached 32.15 billion yuan ($4.5 billion) in the first three quarters, a 20.7% increase,” the publication wrote.
Ultimately, the Shanghai Megafactory has proved helpful to the city’s “new three” industries, which are comprised of new energy vehicles, lithium batteries, and photovoltaic systems. Exports of the “new three” products reached 112.17 billion yuan ($15.7 billion), a 6.3% year-over-year increase during the same period. The city’s total trade volume grew 5.4% year-over-year as well, with exports up 11.3%, driven largely by the clean energy sector’s performance.
Energy storage is helping Shanghai
Since opening in February, the Shanghai Megafactory has been firing on all cylinders. In late July, Tesla Energy announced that the new battery factory has successfully produced its 1,000th Megapack unit. That’s quite impressive for a facility that, at the time, had only been operational for less than six months.
Speed has always been a trademark of the Shanghai Megafactory. Similar to Tesla’s other key facilities in China, the Megafactory was constructed quickly. The facility started its construction on May 23, 2024. Less than a year later, the site officially started producing Megapack batteries. By late March 2025, Tesla China noted that it had shipped the first batch of Megapack batteries from the Shanghai plant to foreign markets.
Elon Musk
“Take Back Tesla:” Unions and corporate watchdogs launch campaign against Musk’s 2025 pay package
A new shareholder campaign is calling for Tesla investors to vote against Elon Musk’s proposed 2025 CEO Performance Award.

A new shareholder campaign is calling for Tesla investors to vote against Elon Musk’s proposed 2025 CEO Performance Award, arguing it would deepen governance risks and weaken corporate accountability.
Ahead of Tesla’s Q3 2025 earnings report, a coalition of unions and watchdogs launched the “Take Back Tesla” initiative, urging investors to reject Musk’s pay proposal at next month’s annual meeting. The plan would grant the CEO additional shares worth nearly $1 trillion over ten years, expanding his ownership stake in the company to about 25%.
Unions and watchdogs argue that Elon Musk’s proposed plan rewards distraction
The Take Back Tesla campaign is backed by groups such as the American Federation of Teachers, Public Citizen, Americans for Financial Reform, Ekō, People’s Action, and Stop the Money Pipeline.
As could be seen on the campaign’s website, the groups are arguing that Musk’s focus on political ventures and external businesses has distracted him from leading Tesla. The group’s website called Musk’s new CEO Performance Award “outrageous” as it involves an amount of wealth that is unreachable even by today’s top executives.
“In order to unlock the full amount of shares proposed in this compensation plan, Tesla’s value would need to increase dramatically to $8.5 trillion. As Tesla’s proxy statement points out, that would make Tesla roughly 2x as valuable as the most valuable company in the world (Nvidia) today. Arguably, growing Tesla’s value to double the value of Nvidia would justify paying Musk something like double the compensation of Nvidia’s CEO.
“But the annual value of Musk’s trillion dollar pay package isn’t just 2 times what Nvidia’s CEO made last year (just under $50 million); it’s more than 2,000 times what Nvidia’s CEO made last year. At his current compensation of $49.9 million, it would take Nvidia’s CEO over 2,000 years to earn the amount that Elon Musk could earn, on average, per year for the next ten years,” the group argued.
Board defends package as necessary, though some pushback is present
Tesla’s board insists the compensation plan is essential to retain Musk and sustain the company’s innovation in AI, robotics, and self-driving technology. The automaker noted that previous skepticism from proxy firms such as ISS and Glass Lewis preceded a 20x rise in Tesla’s market capitalization since 2018, a feat that seemed unrealistic when it was proposed.
As noted in a CNBC report, New York City Comptroller Brad Lander, who oversees a $300 billion pension fund, stated that while Tesla has been a great investment, he “vociferously opposes” Elon Musk’s proposed 2025 CEO Performance Award.
“Most of the time we’ve held Tesla stock, it has been a solid investment, it’s grown over time, and that’s why we haven’t chosen to dump it, he said, adding that he views Tesla’s Board as “insufficiently independent” since they have allowed Musk to be “absentee CEO.” Landers also argued that Tesla as a whole has failed to hit its targets when it comes to its Robotaxi program and its Full Self-Driving technology.
For context, Elon Musk has maintained that his 2025 CEO Performance Award is not designed for him to gather even more wealth. Instead, he stressed that it is required so that he could take a controlling stake in the company.
-
Elon Musk5 days ago
SpaceX posts Starship booster feat that’s so nutty, it doesn’t even look real
-
Elon Musk4 days ago
Tesla Full Self-Driving gets an offer to be insured for ‘almost free’
-
News4 days ago
Elon Musk confirms Tesla FSD V14.2 will see widespread rollout
-
News5 days ago
Tesla is adding an interesting feature to its centerscreen in a coming update
-
News7 days ago
Tesla launches new interior option for Model Y
-
News6 days ago
Tesla widens rollout of new Full Self-Driving suite to more owners
-
Elon Musk5 days ago
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
-
News3 days ago
Tesla might be doing away with a long-included feature with its vehicles