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Cake day: October 25th, 2023

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  • Yes, certainly once it’s standardized as SAE J3400. Maybe sooner, maybe not.

    At the moment it’s all vapor announcements; no car maker that has announced it’s switching to NACS has shown a car with a NACS connector on it, even a mock-up; no OEM has committed to anything beyond “2024” for when you’ll see an adapter; no non-Tesla has been demonstrated charging on a U.S. Supercharger without a Magic Dock. We’re even still waiting on a single NACS connector on anything that isn’t a Supercharger at a public charging site—and, no, the janky captive CHAdeMO to Tesla 50 kW adapters on some EVgo stations don’t count. Will that change? Probably. Until then there’s no hurry.

    Ideally the remaining OEMs waiting Tesla out will force their hand and make them do the sensible thing: retrofitting Magic Dock everywhere rather than making non-Tesla drivers live the dongle life for the next decade. Magic Dock gets rid of the safety and theft concerns associated with adapters without harming the charging experience for anyone using NACS natively.

    Or perhaps VW has something else up its sleeve; if they could get Tesla to take a stake in EA and use their V4 hardware (something admittedly I didn’t think was likely to happen, but now they’ve done deals in North America and Europe to share V4, perhaps it’s possible), they’d have a virtually insurmountable combined network against the upstart OEM alliance. That’d certainly be worth dragging out the negotiations to both sides.