The Federal Highway Administration announced today that it will seek feedback on how government rules should be updated to account for the new NACS/J3400 charging standard, potentially unlocking $7.5 billion in federal subsidies for the Tesla-developed charging connector.
As part of the Bipartisan Infrastructure Law, the US government has allocated $7.5 billion in subsidies to expand EV charging access. $5 billion of that is through the NEVI program, which is intended to install a nationwide backbone of fast chargers at least every 50 miles along America’s major roads in order to make EV road trips seamless.
But one requirement of that law was that the chargers installed must be accessible by multiple brands of electric car – standard, not proprietary. This requirement is obviously reasonable, but it also seemed targeted at Tesla, a company that had built its own Supercharger network only accessible by Tesla vehicles.
In response to this, Tesla released specifications of its charging connector which it called the “North American Charging Standard.” This was somewhat of an absurd name at the time, given that Tesla was the only company using it.
However, since Tesla is a majority of the US EV market, Tesla’s argument was that most of the cars and most of the DC charging stations in America already used Tesla’s connector, so it should be considered a de facto standard anyway.
But even after momentum was apparent, the White House threw cold water on NACS’ victory, reminding everyone that there are still “minimum standards” within federal charger subsidy rules, and it would have to examine how NACS fulfills those standards, to ensure that the charging network stay accessible and interoperable. A standard isn’t a standard just because one company says it is – it has to be treated like a standard with independent control and verification.
As of today, any DC chargers installed with federal money can have NACS connectors, but must also include CCS connectors.
This led SAE, the professional engineering organization that develops industry standards, to take up the flag of creating a real, independent standard that is no longer in the hands of Tesla, and Tesla obliged by allowing SAE to have control over the process of standardization.
The government will examine how to take advantage of the new SAE NACS/J3400 standard
We covered how the new SAE/NACS standard will solve (basically) every charging problem in one fell swoop last week (click through to learn more about that, I promise it’s more interesting than an article about competing charging standards seems like it would be).
Today’s press release from the Federal Highway Administration announces that it “will soon publish a Request for Information (RFI) to solicit feedback from stakeholders on updating FHWA’s minimum standards and requirements for electric vehicle (EV) charging stations to allow for new technology and continued innovation.”
It also specifically calls out the news of the day, name-dropping Tesla and NACS as the reason for this call to update the government’s minimum standards:
With the implementation of J3400 TM, a new standard for charging EVs published by the Society of Automotive Engineers (SAE), any supplier or manufacturer will now be able to use and deploy the Tesla-developed North America Charging Standard (NACS) connector, which a majority of automakers have announced they will adopt on vehicles beginning in 2025 with adaptors available for current owners as soon as next spring.
In addition to that, the Biden Administration and the Joint Office of Energy and Transportation (which worked with SAE to develop the J3400 standard) put out a press release today applauding the new standard, celebrating how quickly the process was finished, and pointing to its potential future inclusion in the FHWA’s requirements.
Electrek’s Take
Firstly, I’d like to make note of the issue that many Tesla fans had for a while about the White House not properly acknowledging Tesla. I always thought this was silly, more of a reflection of the massive chip on the shoulder of the egomaniac who is the titular head of the company in question than of actual reality.
When the Biden administration said “hold up, not so fast” early in the NACS process, it made many think that Biden was once again slighting Tesla, but today’s news I think shows that that was never the case. The government simply wanted it to be a proper standard, and now it is (and that process went really fast), and on the same day that it became a proper standard, the government announced that it’s ready to treat it like one. That all seems fair to me.
While we don’t yet know what the minimum standards will change to, it seems clear that this is an effort to update them to coalesce around NACS. Which is great news, because charging will only get better when everyone just rips the band-aid off and goes with one charging standard – and a more robust one than J1772 at that.
But this leads to the question: will the government fully embrace NACS, thus potentially leaving some of the installed base of CCS-enabled cars out of luck in the longer term? Or will it hamstring deployment to some extent, requiring CCS (which is effectively now a dead standard) and therefore not full taking advantage of the NACS standard’s myriad solutions to charging problems?
But as I stated in that last article, this decision point is also a little ironic, considering NACS’ existence seems to have been spurred on by NEVI in the first place. When the government offered billions of dollars to companies that installed chargers with the requirement that those chargers be useable with multiple vehicles, that’s what got Tesla to finally offer a “standard.”
At the time, it wasn’t really a standard because only Tesla was using it, and it was somewhat of a last-ditch effort to save the Tesla connector. Then, when Ford decided to use NACS, that’s what started all the other dominos falling.
Now, NACS is dominant, but it only happened because of NEVI in the first place – and NEVI now has the difficult decision over whether to embrace the (positive) situation it caused, even if it will give some of the installed base an effective “use-by” date as a shift to NACS will inevitably mean fewer CCS/J1772 chargers over time.
We wish that all of this would have been figured out long ago so we could be done with it by now, but it looks like the solution to all our charging problems is finally nearly at hand.
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Dario Amodei, co-founder and chief executive officer of Anthropic, at the World Economic Forum in 2025.
Stefan Wermuth | Bloomberg | Getty Images
Artificial intelligence startup Anthropic is doing all it can to keep pace with larger rival OpenAI, which is spending money at a historic pace with backing from Microsoft and Nvidia. Of late, Anthropic has been facing an equally daunting antagonist: the U.S. government.
David Sacks, the venture capitalist serving as President Donald Trump’s AI and crypto czar, has been publicly criticizing Anthropic for what he’s called a campaign by the company to support “the Left’s vision of AI regulation.”
After Anthropic co-founder Jack Clark, AI startup’s head of policy, wrote an essay this week titled “Technological Optimism and Appropriate Fear,” Sacks lashed out against the company on X.
“Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering,” Sacks wrote on Tuesday.
OpenAI, meanwhile, has established itself as a partner to the White House since the very beginning of the second Trump administration. On Jan. 21, the day after the inauguration, Trump announced a joint venture called Stargate with OpenAI, Oracle and Softbank to invest billions of dollars in U.S. AI infrastructure.
Sacks’ criticism of Anthropic hits on the company’s very foundation and its original reason for being. Siblings Dario and Daniela Amodei left OpenAI in late 2020 and started Anthropic with a mission to build safer AI. OpenAI had started as a nonprofit lab in 2015, but was rapidly moving towards commercialization, with hefty funding from Microsoft.
Now they’re the two most highly valued private AI companies in the country, with OpenAI commanding a $500 billion valuation and Anthropic capturing a valuation of $183 billion. OpenAI leads the consumer AI market with its ChatGPT and Sora apps, while Anthropic’s Claude models are particularly popular in the enterprise.
When it comes to regulation, the companies have very different views. OpenAI has lobbied for fewer guardrails, while Anthropic has opposed part of the Trump administration’s effort to limit protections.
Anthropic has repeatedly pushed back against efforts by the federal government to preempt state-level regulation of AI, most notably a Trump-backed provision that would have blocked such rules for 10 years.
That proposal, part of the draft “Big Beautiful Bill,” was ultimately abandoned. Anthropic later endorsed California’s SB 53, which would require transparency and safety disclosures from AI companies, effectively going in the opposite direction from the administration’s approach.
“SB 53’s transparency requirements will have an important impact on frontier AI safety,” Anthropic wrote in a blog post on Sept. 8. “Without it, labs with increasingly powerful models could face growing incentives to dial back their own safety and disclosure programs in order to compete.”
Anthropic didn’t provide a comment for this story. Sacks didn’t respond to a request for comment.
U.S. President Donald Trump sits next to Crypto czar David Sacks at the White House Crypto Summit at the White House in Washington, D.C., U.S., March 7, 2025.
Evelyn Hockstein | Reuters
For Sacks, the priority in AI is to innovate as fast as possible to make sure the U.S. doesn’t lose to China.
“The U.S. is currently in an AI race, and our chief global competition is China,” Sacks said in an onstage interview at Salesforce’s Dreamforce conference in San Francisco this week. “They’re the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI.”
But Sacks has adamantly denied that he’s trying to take down Anthropic in the process of lifting up U.S. AI.
In a post on X on Thursday, Sacks contested a Bloomberg story that linked his comments to growing federal scrutiny of Anthropic.
“Nothing could be further from the truth,” he wrote. “Just a couple of months ago, the White House approved Anthropic’s Claude app to be offered to all branches of government through the GSA App Store.”
Rather, Sacks claimed that Anthropic has cast itself as a political underdog, positioning its leadership as principled defenders of public safety while pursuing a public campaign that frames any pushback as partisan targeting.
“It has been Anthropic’s government affairs and media strategy to position itself consistently as a foe of the Trump administration,” Sacks said.“But don’t whine to the media that you’re being ‘targeted’ when all we’ve done is articulate a policy disagreement.”
Sacks pointed to several examples of what he sees as adversarial actions. He referenced Dario Amodei’s comparison of Trump to a “feudal warlord” during the 2024 election. Amodei publicly supported Kamala Harris’ campaign for president.
Sacks also referenced op-eds the company ran opposing key parts of the Trump administration’s AI policy agenda, including its proposed moratorium on state-level regulation and elements of its Middle East and chip export strategy. Anthropic also hired senior Biden-era officials to lead its government relations team, Sacks noted.
The AI czar took particular umbrage to Clark’s essay and his warnings about the potentially transformative and destabilizing power of AI.
“My own experience is that as these AI systems get smarter and smarter, they develop more and more complicated goals. When these goals aren’t absolutely aligned with both our preferences and the right context, the AI systems will behave strangely,” Clark wrote. “Another reason for my fear is I can see a path to these systems starting to design their successors, albeit in a very early form.”
Sacks said such “fear-mongering” is holding back innovation.
“It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem,” Sacks wrote on X.
Anthropic has also stayed away from actions that many other tech companies have taken explicitly to appease Trump.
Leaders from Meta, OpenAI, and Nvidia have courted Trump and his allies, attending White House dinners, committing tens of billions of dollars to U.S. infrastructure projects, and softening their public postures. Amodei wasn’t invited to a recent White House dinner involving numerous industry leaders, the company confirmed to The Information.
Still, Anthropic continues to hold major federal contracts, including a $200 million deal with the Department of Defense and access to federal agencies through the General Services Administration. It also recently formed a national security advisory council to align its work with U.S. interests, and began offering a version of its Claude model to government customers for $1 per year.
But Sacks isn’t the only influential Republican tech investor voicing his critique of the company.
Keith Rabois, whose husband works in the Trump administration, waded into the mix this week.
“If Anthropic actually believed their rhetoric about safety, they can always shut down the company,” Rabois wrote on X. “And lobby then.”
Italian logistics specialist Fratelli Foppiani Trasporti has become one of the first operators to deploy the new MAN eTGX electric trucks, taking delivery of a 4×2 semi tractor and a new, 6×2-4 rigid truck packing absolutely MASSIVE battery packs that are ready to get to work.
Those batteries will give the eTGX trucks more than enough range to handle Fratelli Foppiani’s existing 4×2 routes, which go primarily from Corsico (Milan), with routes including Rozzano, Voghera and Brescia. The rigid truck will operate from Busto Arsizio (Varese), serving areas across Milan and Bergamo, Italy.
“This delivery represents a fundamental step forward for sustainable transport in Italy,” said Marc Martinez, Managing Director MAN Truck & Bus Italia. “We are proud to have achieved it together with a long-standing partner such as Fratelli Foppiani, which has once again demonstrated vision and courage.”
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The trucks were delivered during a ceremony at the company’s Corsico headquarters this month, coinciding with the company’s 65th anniversary.
Electrek’s Take
Not shy about the EV part; via MAN.
MAN Trucks’ fleet advisors believe that, in most cases, an electric semi will pay for itself in about three years, thanks in part to Europe’s much higher diesel fuel prices compared to the US (about $6.80/gal compared to $3.70 here, last time I checked).
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In the increasingly posh world of premium folding electric bikes, one British company is putting its tongue firmly in its cheek – and maybe a few fish eggs on your toast – to highlight what it sees as the absurdity of e-bike pricing.
FLIT, a Cambridge-based folding e-bike maker, just announced a new bundle deal pairing its lightweight FLIT M2 e-bike with a half-kilo tin of high-grade caviar. The price? £5,800 (that’s around €6,700 or US $7,800) – the same as a certain newly launched titanium competitor across town.
The not-so-subtle jab is aimed squarely at Brompton’s just-released Electric T Line, a beautiful machine to be sure, but one that comes with a premium price tag despite only being about half a kilogram lighter than FLIT’s own M2. That’s a £3,300 price difference — or, as FLIT puts it, about £7 per gram of weight saved.
“If that’s the going rate for weight savings, we figured we’d throw in something else that sells for £7 a gram,” said FLIT co-founder Alex Murray, referring to the delicacy from Fortnum & Mason’s, a luxury caviar. “Given the cost of living right now, we decided to give commuters what they’re clearly calling for: a folding e-bike and a tin of caviar to power their ride.”
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Humor aside, FLIT is making a serious point about premium e-bike design and the seemingly crazy price inflation in the high-end electric bike market. The FLIT M2 weighs just 14.5 kg or 32 lb (that’s with the battery) and was engineered from the ground up as a purpose-built e-bike – not a retrofit of an existing frame. It uses aerospace-grade adhesive bonding instead of welding and is hand-assembled in Cambridge. The result is a compact, cleanly integrated bike that folds down small without the need for pricey materials like titanium.
And while it might not be carbon-fiber light or titanium-trimmed, the M2 still packs good commuter specs: 250W rear hub motor (the legal limit in much of Europe), 230Wh integrated battery, hydraulic disc brakes, and a 50 km (31 mile) range. Plus, it starts at just £2,499 (approximately €2,900 or US$3,400). That’s roughly the price of two M2s and a weekend away, compared to the high-end rival they’re not so gently poking in the ribs.
FLIT says its goal is to make fast, flexible urban mobility more accessible. And while they’re clearly having fun with the marketing, they’re also making a solid case that you don’t have to choose between high-end engineering and a reasonable price tag.
“Oh, and I’m serious about the caviar,” added Murray. “Call us.”
Electrek’s Take
Alright, this is pretty silly, but I like the point they’re making. And it’s worth pointing out how this isn’t just an exercise in comparing a budget bike to a premium bike. The FLIT M2 is very much a high-end bike in its own right. I test rode an earlier version last summer and called it “The e-bike Brompton should have built” at the time.
The engineer in me appreciates the exotic materials in Brompton’s latest machine, but as a city commuter with rent to pay, I just can’t fathom the price tag. So if a well-made and equally performing folding commuter e-bike can do the job for less than half the price (or the same price with a bucket of expensive caviar thrown in), that gets my attention!
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