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atonyatlaw t1_ja0zfb2 wrote

Reply to comment by Forsaken-throwaway in Ford’s EVs are getting faster charging and more affordable batteries thanks to new chemistry by Ssider69

Yes, but that's unrelated and merely a market share theft attempt.

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the_jungle_awaits t1_ja1hydv wrote

> market share theft attempt.

Musk fanboys are calling corporations competing for market share, theft?!

The mental gymnastics are real!

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eluna303 t1_ja1k0r0 wrote

"Capitalism is only good when I'm winning"

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Gagarin1961 t1_ja3sr29 wrote

Lol I agree it’s ridiculous, but it’s also ridiculous to assume he even liked Tesla/Musk.

It sounded like idiotic liberal BS to me more than support for Musk. Liberals are the ones constantly trying to make markets seem immoral.

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atonyatlaw t1_ja1me8n wrote

Dude. I own a '21 Mach E and a '98 Cobra SVT. I hate Tesla. You read too much into my wording.

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Forsaken-throwaway t1_ja13xbe wrote

You think the product pipeline isn't calculated into the pricing of the vehicle? Odd.

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atonyatlaw t1_ja16t4k wrote

I think this happened as a reaction to Tesla adjusting pricing and nothing more.

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lebastss t1_ja140xb wrote

Yes, they are operating at a loss and signaling what they want their price point to be. Now they are tooling their car in a more affordable way to make that price point profitable. The manufacturing cost cut follows the price reduction not the other way around. That's how free market drives innovation.

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KickBassColonyDrop t1_ja9yo50 wrote

It also bears mentioning that Sandy Munro and his company pointed out that the lightning was using over a mile of cabling to the point of ridiculous excess. Which made the vehicle way more expensive to manufacture. This question then came up during the most recent Ford investment call and Jim Farley himself was flabbergasted that his own company was doing this, and that he'd direct more actively to ensure this doesn't happen in the future.

I surmise that this reduction in cost with Ford is him taking that more active approach and asking wtf is going on to engineers and project managers that they're wasting that much capital on their trucks. Tesla I believe currenty uses around 150-200m of wiring and are trying to reduce that down to <100m. If Ford can simplify their wiring harnesses, figure out a super bottle or heat pump solution like Tesla, vastly reduce the wiring usage per truck, and move to Gigacasting rather than body on frame with their trucks. The COGS should drop considerably and their margins will improve.

All of these are growing pains. However, Farley has the right mindset and is beginning to understand how Elon leads at Tesla and has begun to emulate that mindset. It's not an easy task, but Farley has already gone on record that they won't catch Tesla, but they will fight with all their might to become 2nd place in the EV market.

Once their Blue Oval Gigafactory in Kentucky comes online and they can start scaling that out along with similar advancements as Tesla with the aforementioned changes above, I expect that their growth curve will explode with a strong probability of reaching the 500k run rate around 2025.

I'm hopeful for Ford under Farley's changes and willingness to be honest about his company's weaknesses and how to correct them. It also helps immensely that Ford managed to capture one of Tesla's Supercharger Network VPs a while back to help establish the entire energy and charging infra ecosystem for the company; from sourcing batteries and setting up the material science division to handle battery chemistry to eventually what might lead to the development of a brand specific supercharger network just for their F-150 and like BEV products.

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