CNBC Video: Slate has struck a nerve with the industry and consumers, says Former Ford CEO Mark Fields

This one's just a five-minute interview with Mark Fields, former Ford CEO, where the topic is Slate.

Incidentally, the well-produced 15-minute CNBC video from two weeks ago has 717K views now.

I think if Slate successfully produces the truck at even close to 25k, on time, and no other issues come up, it may be very successful, maybe even wildly popular. Then it becomes can they meet demand, because they could probably sell more than they plan on producing, and may have a wait list for a while. Ford and others may be making announcements as Slate starts selling, but I don't think any of them are going to be selling vehicles until a year after Slate, and they won't be beating Slate on price.
As mentioned in the video, people were buying small trucks as daily drivers and commuters, even if they didn't need a "truck" and those days may return once people are seeing them on the road and hear the price.

Remember that Slate is saying that volume production is CY 2027. When an OEM says "late 2026", that usually (not always) means they're going to build 100 trucks in December and sell them all to employees for PR reasons.

And for the record, I hope I'm terribly wrong. And that all of us on this site get our Slate next fall.