Ford looks like its going under. Its F Series is going to take a hard fall either by the booting of the bs Trump admin or just the realism in world markets were governments reject its bs or just the simply lack of technology to stay alive in an electric age. Tony Seba said Ford is with drawing from cars and trying to hoard cash so it make it in transportation as a service. Ford says its going to look driving the operating system behind transportation as a service. Can anyone take that bs seriously? So what would that be (?) Uber type coordination with self driving? Where is Ford on self driving- seriously. Ford is going to take on Silicon Valley in its core competency? Ford going to take on Google, or take on Apple or Intel?
What Ford needs to do is convert it existing plants that produce ICE components into plants that produce electric car components. That is the only way its going to survive. Even before the autonomous vehicle impact Tesla is apparently dropping for 4 ICE cars from the market per car it sells. This is Ross's logic. But self driving will only magnify this. Also the advantage from Tesla is so superior that Ford faces a winner take all result.
What Ford needs to do is convert it existing plants that produce ICE components into plants that produce electric car components. That is the only way its going to survive. Even before the autonomous vehicle impact Tesla is apparently dropping for 4 ICE cars from the market per car it sells. This is Ross's logic. But self driving will only magnify this. Also the advantage from Tesla is so superior that Ford faces a winner take all result.