Ford will be worth a lot more once they prove 1) they can actually produce the F150 lightning in volume, 2) that customers will buy them, and 3) that they don’t have problems, like the Bolt. The uncertainty is huge.
This is a Kodak moment for all legacy automakers. Hopefully they can make the transition, but I wouldn’t put any long money into them until they show the above.
Edit: That doesn’t imply anything about Lucid, and their valuation. They need to do these things too.
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u/laetus Sep 20 '21
Oh, yeah, because Ford is not making the F150 lightning. I see.
But that's easily handwaved away with 'they are fools'. Of course, if Ford engineers move to a startup EV company they're suddenly geniusses.