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motorolas

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The American Car Industry Can’t Go On Like This
Ford is taking drastic steps to compete with China’s cheap EVs. Even that might not be enough.

https://www.theatlantic.com/technology/archive/2025/08/ford-china-electric-cars/683880/

“It’s fantastic,” Farley said about the Xiaomi SU7 on a podcast last fall. “I don’t want to give it up.”

I opened in private mode to get past paywall. That or if you have a “reader” option like on iPhone for full article.
 

KevinRS

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Late 2026 doesn't mean December 31 or something. With the simplified build, and not really making anything new and advanced, it seems it's less likely to be delayed than others, and to me "late 2026" could be anywhere from July-December.
It's entirely possible they were conservative in that time frame, and they will be slowly rolling out the first trucks to customers around July or close to that, and getting up to higher production rates by the end of the year.
They have built 70+ working prototypes, crash testing most of those to prove the design, they are working on the production facility, pouring new floors where needed etc. Sure tooling and setting up the automation takes time, but with the reduced part count it isn't going to take 2 more years. Another 6 months or so and we'll be seeing more solid pricing, and accessory pricing.
 
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Late 2027 doesn't mean December 31 or something
I presume you meant to write Late 2026, not 2027.

Actually, turns out it does mean that.

In talking with the team at the Space Needle this week, the target to ship is around CHRISTMAS 2026 - so yes, Q4 2026...but late Q4. Most deliveries are slated (pun intended) for Q1 2027.
 

KevinRS

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I presume you meant to write Late 2026, not 2027.

Actually, turns out it does mean that.
Those teams don't necessarily have much inside info. If the CEO or someone else ranking in the company said that, or someone in a position to give an official interview, sure.
 
 
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