Ford ($F) is an American icon trying to reinvent itself for the EV and software era. In this episode, we unpack its century-long reinvention—from pioneering the assembly line to today’s three-pronged strategy of Ford Blue (traditional vehicles), Model e (EVs and software), and Ford Pro (commercial vehicles and services)—and how it’s leaning on its truck and commercial strengths to fund a risky EV push. We discuss the company’s resilience and scale, the promise of recurring revenue from software and services, and the pressure points—fierce competition from Tesla and global players, supply-chain shocks, tariffs, execution risks in scaling EVs, and the danger of being caught between legacy profitability and a costly transition. Is Ford a legacy giant poised to lead a practical, truck-focused electrification, or a company stretched too thin chasing multiple fronts?

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