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Originally Posted by exxxviii
This is just personal opinion and not something we can confirm through objective information.
At this point, we don't know if the issue is adapter delay, OEM issues ramping up their side, or issues within Tesla. The fact that Ford and Rivian onboarded and GM delayed suggests that it may not be solely Tesla or adapters.
Jumping back up a bit... My hunch is that GM's delay is largely on GM's side. They are a software dumpster fire and dealing with many problems in their Ultium platform. So, I am watching the next round of automakers (Nissan, Volvo/Polestar, M-B) for clues about progress that can lead to our BMW guesses. Also, I am watching Hyundai Motor Group to see if they leap forward from 2025. Rumor is that HMG will be rolling out cars with NACS ports in 2024.
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If the delay was primarily on GM's side, they would have skipped them and gone to the next OEM in line, no?