Ford to Tesla: “We got it from here”
June 17, 2022 11:29am by Barry Ritholtz
Spending a week with the Ford F-150 lightning left me with no doubt about a few things:
-The truck is going to be a huge hit (even if I don’t feel the need to be an early adopter).
-The transition to EVs is going to happen much faster than people expect;
-Ford has gotten its game together and is going to be a serious challenger to Tesla. They’re fit and finish is vastly superior, but Tesla still has the edge in terms of software and programming.
-Don’t be surprised to see an electrified version of the smash hit Bronco within two years also.
-We are already past peak ICE, but they will stay on the road for another 10 to 20 years after initial sale;
-Credit to Elon Musk (and Jeff Bezos) for driving us into the future.
EVs are here, and the future is coming fast. Faster than you might think…