Electric Vehicle Discussion Thread - Ford RelatedHis comments on costs, and importance of profitability based on software versus actually building vehicles is what intrigued me most. I understand that computerized vehicles that can tell owner wipers need replacing may appeal to some (particularly the rich initially), but if a competitor comes out with a very basic and simple BEV that costs far less to own, will there be enough higher-cost vehicle volume left to make a company like Ford profitable based on software?
Electrification with goal to reduce greenhouse gasses is one thing, but vehicles that are computers on wheels is a very different issue. His reply to question on vulnerability to hacking was also interesting.
Q: Affordability has become a big issue. Ford has gotten out of cheaper cars in the U.S. Is there a $20,000 EV coming?
A: I don't want to talk a lot about what we're doing here. It is possible, with the advent of EVs, to make step changes in the way vehicles are built and sourced. Yes, I believe very low cost EVs are possible. I also believe the way the business model is changing is going to require it. If you are in the software business, what you want is installed base. How many people can I sell software to? To do that, you need affordability.Wed, 05 Jul 2023 14:19:05 +0000
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