August 5, 2025 • 3 mins
It feels like all eyes are on Ford this week—with the buzz nearing fever pitch ahead of their self-declared “Model T moment.” Ford CEO Jim Farley has been everywhere, hitting the news cycle and talking directly to analysts and investors since the July 30 second quarter earnings call. Farley made it crystal clear that August 11 will be a pivotal day for Ford, promising to unveil a ground-up, made-in-America electric vehicle platform and a new breakout EV at an event in Kentucky. He painted the move as a once-in-a-generation transformation, drawing direct parallels to the company’s fabled Model T, and claimed it will introduce a new family of vehicles built for efficiency, affordability, and advanced digital features. According to coverage by the Detroit Free Press and Bloomberg, Farley and his senior team took a strategic trip to China earlier this year to study how the top Chinese brands are able to pull off such rapid and cost-efficient innovation.
Practically speaking, Ford’s immediate goal is to make its EV business finally profitable after another bruising quarter—$1.3 billion lost in Q2 alone, as reported in TechCrunch and CleanTechnica. The “skunkworks” team leading this revolution is spearheaded by Alan Clarke, formerly of Tesla, with input from luminaries previously at Apple, Rivian, and Lucid. The secrecy has been intense, but leaks suggest the first new Ford EVs will be mid-size pickups—possibly reviving the Ranger name—set for a 2027 release. There’s also significant anticipation that the platform will stretch to compact crossovers and other body styles, all built around a new architecture that merges hardware flexibility with software-defined features.
In the broader sense, Ford’s move is as much about geopolitical calculation as technology. Farley has been outspoken about the threats looming from China’s Geely and BYD, as well as the hit to Ford’s profit from newly stepped-up tariffs courtesy of President Donald Trump—a blow that reportedly could skim as much as $1.6 billion from annual profits. He wasn’t shy about the competitive pressure coming from Tesla’s discounting spree and the reemergence of GM’s Chevy Bolt.
Meanwhile, Ford’s Pro commercial division is quietly thriving, with paid business subscriptions up 24 percent and the E-Transit performing solidly among fleet buyers. Ford also managed a PR win in the UK by securing a £1 billion government-backed loan to back global EV exports, a fact the UK Chancellor loudly touted as a boost for British jobs and innovation.
On social media, Ford’s official accounts have been largely focused on stoking anticipation for August 11, using the phrase “Model T moment” and teasing the event location in Kentucky. That refrain has drawn thousands of comments, with users speculating about everything from a reborn Ranger to new EV battery breakthroughs.
It’s no exaggeration to say that Monday’s reveal is being framed as an existential bet for the automaker. With profits from gas-powered vehicles holding reasonably steady, but the EV division deep in the red and competition intensifying, Ford’s promise of a transformative leap—rather than incremental updates—could steer its story for years to come.
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For more check out http://www.quietplease.ai
Practically speaking, Ford’s immediate goal is to make its EV business finally profitable after another bruising quarter—$1.3 billion lost in Q2 alone, as reported in TechCrunch and CleanTechnica. The “skunkworks” team leading this revolution is spearheaded by Alan Clarke, formerly of Tesla, with input from luminaries previously at Apple, Rivian, and Lucid. The secrecy has been intense, but leaks suggest the first new Ford EVs will be mid-size pickups—possibly reviving the Ranger name—set for a 2027 release. There’s also significant anticipation that the platform will stretch to compact crossovers and other body styles, all built around a new architecture that merges hardware flexibility with software-defined features.
In the broader sense, Ford’s move is as much about geopolitical calculation as technology. Farley has been outspoken about the threats looming from China’s Geely and BYD, as well as the hit to Ford’s profit from newly stepped-up tariffs courtesy of President Donald Trump—a blow that reportedly could skim as much as $1.6 billion from annual profits. He wasn’t shy about the competitive pressure coming from Tesla’s discounting spree and the reemergence of GM’s Chevy Bolt.
Meanwhile, Ford’s Pro commercial division is quietly thriving, with paid business subscriptions up 24 percent and the E-Transit performing solidly among fleet buyers. Ford also managed a PR win in the UK by securing a £1 billion government-backed loan to back global EV exports, a fact the UK Chancellor loudly touted as a boost for British jobs and innovation.
On social media, Ford’s official accounts have been largely focused on stoking anticipation for August 11, using the phrase “Model T moment” and teasing the event location in Kentucky. That refrain has drawn thousands of comments, with users speculating about everything from a reborn Ranger to new EV battery breakthroughs.
It’s no exaggeration to say that Monday’s reveal is being framed as an existential bet for the automaker. With profits from gas-powered vehicles holding reasonably steady, but the EV division deep in the red and competition intensifying, Ford’s promise of a transformative leap—rather than incremental updates—could steer its story for years to come.
Some great Deals https://amzn.to/49SJ3Qs
For more check out http://www.quietplease.ai
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
It feels like all eyes are on Ford this week,
with the buzz nearing fever pitch ahead of their self
declared Model T moment, Ford CEO Jim Farley has been everywhere,
hitting the news cycle and talking directly to analysts and investors.
Since the July thirtieth quarter earnings call. Farley made it
crystal clear that August eleventh will be a pivotal day
for Ford, promising to unveil a ground up made in
(00:21):
America electric vehicle platform and a new breakout EV at
an event in Kentucky. He painted the move as a
once in a generation transformation, drawing direct parallels to the
company's fabled Model T, and claimed it will introduce a
new family of vehicles built for efficiency, affordability, and advanced
digital features. According to coverage by the Detroit Free Press
in Bloomberg, Farley and his senior team took a strategic
(00:44):
trip to China earlier this year to study how the
top Chinese brands are able to pull off such rapid
and cost efficient innovation. Practically speaking, Ford's immediate goal is
to make its EV business finally profitable after another bruising
quarter one dollar and three cents lost in quere U
two alone, has reported in tech Crunch in Clean Technica.
The skunk Works team leading this revolution is spearheaded by
(01:06):
Alan Clark, formerly of Tesla, with input from luminaries previously
at Apple, Rivian, and Lucid. The secrecy has been intense,
but leak suggests the first new Ford evs will be
mid size pickups, possibly reviving the Ranger name, set for
a twenty twenty seven release. There's also significant anticipation that
the platform will stretch to compact crossovers and other body styles,
(01:27):
all built around a new architecture that merges hardware flexibility
with software defined features. In the broader sense, Ford's move
is as much about geopolitical calculation as technology. Farley has
been outspoken about the threats looming from China's ge and BYD,
as well as the hit to Ford's profit from newly
stepped up tariff's courtesy of President Donald Trump, a blow
(01:48):
that reportedly could skim as much as one dollar and
six cents for manual profits. He wasn't shy about the
competitive pressure coming from Tesla's discounting spree and the re
emergence of GM's Chevy Bolt. While Ford's pro commercial division
is quietly thriving, with paid business subscriptions up twenty four
percent and the E transit performing solidly among fleet buyers.
(02:09):
Ford also managed a pr win in the UK by
securing a one billion pound government back loan to back
global EV exports, a fact the UK Chancellor loudly touted
as a boost for British jobs and innovation. On social media,
Ford's official accounts had been largely focused on stoking anticipation
for August eleventh, using the phrase model T moment and
(02:29):
teasing the event location in Kentucky. That refrain has drawn
thousands of comments, with users speculating about everything from a
reborn Ranger to new EV battery breakthroughs. It's no exaggeration
to say that Monday's reveal is being framed as an
existential bet for the automaker. With profits from gas powered
vehicles holding reasonably steady, but the EV division deep in
the red and competition intensifying. Ford's promise of a transformative
(02:53):
leap rather than incremental updates could steer its story for
years to come. And that is it for today. Hit
the subscribe by and never miss an update on Foard.
This has been a quiet please production For more check
out Quiet Please dot ai or search the term brand
biography wherever you listen
It feels like all eyes are on Ford this week,
with the buzz nearing fever pitch ahead of their self
declared Model T moment, Ford CEO Jim Farley has been everywhere,
hitting the news cycle and talking directly to analysts and investors.
Since the July thirtieth quarter earnings call. Farley made it
crystal clear that August eleventh will be a pivotal day
for Ford, promising to unveil a ground up made in
(00:21):
America electric vehicle platform and a new breakout EV at
an event in Kentucky. He painted the move as a
once in a generation transformation, drawing direct parallels to the
company's fabled Model T, and claimed it will introduce a
new family of vehicles built for efficiency, affordability, and advanced
digital features. According to coverage by the Detroit Free Press
in Bloomberg, Farley and his senior team took a strategic
(00:44):
trip to China earlier this year to study how the
top Chinese brands are able to pull off such rapid
and cost efficient innovation. Practically speaking, Ford's immediate goal is
to make its EV business finally profitable after another bruising
quarter one dollar and three cents lost in quere U
two alone, has reported in tech Crunch in Clean Technica.
The skunk Works team leading this revolution is spearheaded by
(01:06):
Alan Clark, formerly of Tesla, with input from luminaries previously
at Apple, Rivian, and Lucid. The secrecy has been intense,
but leak suggests the first new Ford evs will be
mid size pickups, possibly reviving the Ranger name, set for
a twenty twenty seven release. There's also significant anticipation that
the platform will stretch to compact crossovers and other body styles,
(01:27):
all built around a new architecture that merges hardware flexibility
with software defined features. In the broader sense, Ford's move
is as much about geopolitical calculation as technology. Farley has
been outspoken about the threats looming from China's ge and BYD,
as well as the hit to Ford's profit from newly
stepped up tariff's courtesy of President Donald Trump, a blow
(01:48):
that reportedly could skim as much as one dollar and
six cents for manual profits. He wasn't shy about the
competitive pressure coming from Tesla's discounting spree and the re
emergence of GM's Chevy Bolt. While Ford's pro commercial division
is quietly thriving, with paid business subscriptions up twenty four
percent and the E transit performing solidly among fleet buyers.
(02:09):
Ford also managed a pr win in the UK by
securing a one billion pound government back loan to back
global EV exports, a fact the UK Chancellor loudly touted
as a boost for British jobs and innovation. On social media,
Ford's official accounts had been largely focused on stoking anticipation
for August eleventh, using the phrase model T moment and
(02:29):
teasing the event location in Kentucky. That refrain has drawn
thousands of comments, with users speculating about everything from a
reborn Ranger to new EV battery breakthroughs. It's no exaggeration
to say that Monday's reveal is being framed as an
existential bet for the automaker. With profits from gas powered
vehicles holding reasonably steady, but the EV division deep in
the red and competition intensifying. Ford's promise of a transformative
(02:53):
leap rather than incremental updates could steer its story for
years to come. And that is it for today. Hit
the subscribe by and never miss an update on Foard.
This has been a quiet please production For more check
out Quiet Please dot ai or search the term brand
biography wherever you listen
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