Tesla

In the video, Sandy and Cory from Munro Live discuss the impact of General Motors (GM) and Ford adopting Tesla’s NACS charging ports. They believe this change will greatly boost electric vehicle (EV) adoption, as it creates a unified charging system and eliminates complications with different chargers.

Sandy and Cory liken Tesla’s charging system to owning the gas stations; all future charging session revenue would go to Tesla, putting other charging infrastructure companies at a disadvantage. They urge other automakers, like Rivian, to also adopt NACS to stay competitive.

They also highlight the practical benefits of this shift. Sandy notes that he’d be willing to buy a GM electric vehicle if it used the Tesla charging system because of the convenience it offers. They argue that adopting a unified charging system will solve problems with EVs, such as the ability to travel long distances without worrying about where to charge.

The duo criticizes other charging systems as unwieldy and impractical, praising the elegance and reliability of Tesla’s system. They suggest that companies like ABB should negotiate licensing agreements with Tesla to produce these chargers, stressing the need for a unified approach to EV charging in the United States.

Finally, they appeal to the public, stating that this shift could help unite the country and promote the wider adoption of electric vehicles.