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It is a good truck. Electricity is old school. Competitive EV engineering and software is the constraint. Unfortunately, they also need to make money.
With all their experience, and understanding of where things are headed, I long suspected the reason for the slow rollout is lack of profit, not chips not anything else.
Now they are saying inflation has cut into their profits, I think they are mitigating the truth by now bringing inflation into the picture.
Ford 'blue' or whatever they are calling the new EV division was a brilliant move.. The company will be decimated, but at least they can have something to grow from.