Ford copying Tesla - painful to watch. (Patreon)

It’s almost painful to watch.

Ford’s latest EV production line reveal? A carbon copy of Tesla’s 2021–2022 playbook.

🔗 https://x.com/jimfarley98/status/1954984590122291453

They say they want cheaper EVs — great in theory.

But here’s the reality:

• Launch? Likely 2028.

• Scaling? Add 1–2 years — now we’re in 2029.

• They will have burnt thru additional billions and gotten nowhere

• They talk like they invented the concepts... eg Structural Battery Pack

• It appears they are going cheap on batteries whcih means the cars will lack performance (like VW Cars - PS Fun Fact the new Tesla Semi Articulated Truck is faster than all ID model VWs)

• Self-driving? Nope. Performance? Still far behind Tesla in every way.

By the time they get there, the market will have moved on.

Too little. Too late.