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  1. cvalue13

    GM Adopting NACS Tesla Charge Ports on Its Vehicles Starting 2025!

    Said before but bears repeating: • for a decade, federal and state regulatory credits have generated as much as 1/2 a billion dollars a quarter for Tesla - at times the differ nice between survival and extinction - all of which was paid for by non-Tesla buyers; there have been many years that...
  2. cvalue13

    GM Adopting NACS Tesla Charge Ports on Its Vehicles Starting 2025!

    I suspect Tesla controls this somewhat through pricing. afterall, there’s been no mention yet of pricing terms for supercharger access separately, NACS chargers adopted by GM and Ford now mean the terms of the Biden package requiring CCS for charging expansion are … in an awkward position...
  3. cvalue13

    GM Adopting NACS Tesla Charge Ports on Its Vehicles Starting 2025!

    forced how? I think I *feel* what you’re driving at but cant quite connect the dots
  4. cvalue13

    GM Adopting NACS Tesla Charge Ports on Its Vehicles Starting 2025!

    doesn’t it kind of run both directions? this also means others will be building chargers with NACS connectors difference between (A) Tesla giving access to Tesla-branded super chargers, and (B) other vehicles using NACS connectors the NACS patents are open.
  5. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    which can all be for *unusual* reasons when it’s a loss-leading, low volume vehicle. one way or the other, Ford understood the results Of raising prices and skewing trim levels in an environment of tripling interest rates
  6. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    this may or may not be true - I wouldn’t know how to scope it. Certainly haven’t seen evidence of it on the lighting forums? Though that’s an admittedly skewed pool. but, where then is an unskewed pool of information? In any event, to the extent it’s true, I just don’t understand where these...
  7. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    you’re like a broken, misleading, record with this this tired quip that is trotted out every third post makes as much sense as saying “Ford has lost money on every Super Bowl advertisement it’s ever paid for.” every “Lightning” that Ford has made, since 1993, has been a loss-leader product for...
  8. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    I suspect both Tesla got all that, and more. Ford, too, insofar as it gets the EV-community's cred of a partnership with Tesla (as well as the stock bump), and consistent with its BEV-related mission statement. As for what's "more," think for just one example, of the terms of the Federal EV...
  9. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    this line of thinking begs a question: what did Tesla need of Ford it’s unreasonable to think this deal was put altruism/charity by Tesla. that would never stand scrutiny by the marker one could take the view that what Tesla got was a pure revenue-per-charge play, but that seems anemic...
  10. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    there aren’t many manufacturers yet producing entirely new manufacturing lines for ground-up BEVs. So for them, they have manufacturing inertia making re-use of existing pine tech more economical compared to their alternative of rebuilding from ground up. that said, other manu’s, like Ford...
  11. cvalue13

    Tesla leak reveals data breaches

    Tesla’s corporate culture regarding the legal function (and so compliance), seeded by Musk’s own prerogatives, has long been in shambles. It’s only a matter of time before it comes back to haunt the shareholders. I’ll admit that as a corporate lawyer and a general counsel myself, I could be...
  12. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    and it’s a fun idea, even if there are a few roadblocks to it being more than an idea. But this deal between Tesla and Ford does begin to create a situation where more things are possible. For example, probably becomes one step closer to tesla being able to strike deals with let’s say a...
  13. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    Starting early next year, Ford EV customers will have access to more than 12,000 Tesla Superchargers across the U.S. and Canada... Mustang Mach-E, F-150 Lightning and E-Transit customers will be able to access the Superchargers via an adapter and software integration along with activation and...
  14. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    I don't think Ford builds any of its chargers, home or otherwise If Ford is going to change it's TN BEV platforms to the Tesla standard, I don't see them *not* using Tesla chargers for stations or home. Who else would build them?
  15. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    I had also missed the retrofit/adaptor bit, myself - was easy to get excited and miss details!
  16. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    the release specifically says V3 - which at present is possibly equivalent to saying "whatever the best available is" -we'll see about V4 when available/Ford releases its next-gen BEVs out of Tennessee I don't understand this line of thinking at all, if the topic is given more than a knee-jerk...
  17. cvalue13

    Ford EV will gain access to Tesla Superchargers and come with standard NACS ports starting 2025!

    PS, that this deal appears to have been in the works for a few years, puts some interesting context to the playful public back-and-forth between Farley and Musk over these past few years. a notable lack of any hard digs at one another, but some playful jabs only in retrospect, we could have...
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