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I don't see why Ford can't use its existing system to build electric cars.


For the same reasons that Walmart can't just be Amazon.com or that John Deere doesn't make a 4 door sedan.


All you're really saying is Ford can't build an electric car the same way Tesla plans to build electric cars. But electric cars aren't very different from conventional cars - Ford's logistics system is more likely to be an advantage than a disadvantage.


Is that really all I'm saying? Please read about: Structural inertia, organizational restructuring, core competencies of a business. It's incredibly difficult for a large company to change direction, build new capabilities, and fundamentally switch it's core competency (in this instance from a manufacturing business to a technology business). I presume you've never run a business at scale?


It's not like they're switching from building cars to building fighter jets. They're switching from cars to... cars. Ford has adapted to new technologies in the past, and they'll adapt this time, too. I don't know why you assume the people running Ford are idiots. They're not, and from their perspective building an electric car is just coming out with a new model year.


Ford are investors in my company and I'm an investor in Ford. Ford are doing an amazing job. It's not Ford I'm saying are idiots...




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