When Tesla first struck a deal with Aptera in early 2023 to give the company its North American Charging Standard (NACS), it seemed like it would be one of the only companies to do so. The partnership granted Aptera the ability to use Tesla Superchargers when its vehicles finally hit the road, a major advantage for a startup with such a small size.
But several months later, Tesla CEO Elon Musk and Ford CEO Jim Farley announced they would be hopping on a public conference call known as a “Twitter Spaces,” where the two announced the Detroit-based automaker would also adopt the NACS connector in 2024, offering Ford EV drivers the opportunity to access Tesla Superchargers across North America.
Tesla to open 12,000 Superchargers to Ford across U.S. and Canada
Then GM did it.
Then Rivian.
And Volvo/Polestar.
And Mercedes-Benz, Nissan, Fisker, Honda, Acura, Jaguar, Hyundai, Kia, BMW, and Toyota/Lexus all followed.
While these companies are either seasoned in their EV efforts or not, there is one thing they all have in common: they lack an in-house charging network for their drivers. For years, these companies have chosen to opt into third-party connectors run by companies like ChargePoint, Volta, Electrify America, and others.
Good morning! @RateYourCharge EA, EVgo, and Tesla Supercharger update from Stamford, CT.
Can you tell that that NY area makes me angry? ? pic.twitter.com/wXEHKG2CSe
— Kyle Conner (@itskyleconner) October 21, 2023
Tesla is the only car company in the U.S. to operate an expansive network of its own chargers, and it has a reputation for having well-maintained and operational stalls that are rarely under the weather in terms of their ability to function.
Other manufacturers understand Tesla’s prowess with its charging infrastructure, but two large companies still have yet to adopt the NACS: Volkswagen and Stellantis.
Volkswagen was once a formidable ally of Tesla’s, but that goes back to prior management. Herbert Diess had the helm at VW for years and worked hard to push the German automaker to relevance in the EV sector. His approach ruffled the feathers of many at VW Group, and ultimately, Diess left to pursue other things.
Stellantis has several brands under its umbrella, including Jeep, Dodge, Chrysler, Maserati, and Alfa Romeo, to name a few. It has also opted not to adopt Tesla’s NACS port for reasons not known. However, it said it is mulling a switch, which Toyota also said it would do, and it eventually made the jump.
It seems unlikely any car companies out there would not want to take advantage of such an expansive charging network for its vehicles. In past articles, I have stated that Tesla’s biggest advantage, in my opinion, is the charging network. Giving up this advantage will help competitors catch up to Tesla, and consumers might be prone to buy other EVs because they can access the network regardless of the car they drive.
However you feel about Tesla and its CEO Elon Musk, the company’s mission has always been to accelerate the transition to sustainable energy, and this move is one that truly seems to make many believe that it is more focused on helping sustainability succeed than itself as a company.
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News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
