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Ford Motor Company

also referred to as: ford · ford motor

10 statements across 8 episodes · 5 bullish · 2 bearish · 7 people on the record · first statement Jan 31, 2022 by Mary Powell · said 65 times in 20 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (16), Varun Sivaram (9), Dr. Melissa Lott (7), Sam Jaffe (6), Corey Cantor (6), Steve Letendre (4), James Frith (3), Nick Chaset (2)

tap a year for its mentions
0013325620222023202420252026episodesmentions
03620222023202420252026episodes it came up in
00336620222023202420252026episodesmentions per episode
2026 6 mentions in 3 episodes 2 per episode
2025 6 mentions in 4 episodes 2 per episode
2024 21 mentions in 4 episodes 5 per episode
2023 9 mentions in 3 episodes 3 per episode
2022 23 mentions in 6 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Ford Motor Company, oldest first

Jan 31, 2022 positive
Disclosure
Powell: Sunrun is deploying Ford F-150 Lightning bidirectional charging across 50 states
“I think we are solidly in an amazing partnership with Ford on their F-一-fifty Lightning and bringing it to, again, you know, 50 states with this really amazing bi-directional charger that we worked with them on that will allow customers, again, back to, You kn…”
Mary Powell Jan 31, 2022 ▶ 35:16 The future of the home solar market
Dec 15, 2022 neutral
Assertion Supported
Ford commits to 10% near-zero carbon steel by 2030
“Ford Motor, is saying 10% of my supply chain, not a hundred percent, but 10% of my supply chain is going to be near zero carbon steel by 2030.”
Varun Sivaram Dec 15, 2022 ▶ 20:24 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 bullish
Prediction Not checkable as stated
Ford's early procurement commitments will materially lower global clean steel costs
“In 2030, Ford is going to make clean steel cheaper for literally every country on Earth. They're materially going to move us down the cost curve.”
Varun Sivaram Dec 15, 2022 ▶ 30:06 Advance market commitments to decarbonize heavy industry
Apr 6, 2023 bullish
Prediction Didn’t hold up
US battery manufacturing will reach roughly 200 gigawatt-hours by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Apr 6, 2023 ▶ 17:52 What the new Treasury rules mean for EV supply chains
Dec 7, 2023 bullish
Prediction Didn’t hold up
US domestic battery manufacturing will reach 200 GWh by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Dec 7, 2023 ▶ 32:38 Update: What the new Treasury rules mean for EV supply chains
Feb 1, 2024 bearish
Opinion
Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
Corey Cantor Feb 1, 2024 ▶ 13:42 What’s really happening in the U.S. EV market?
Feb 1, 2024 neutral
Assertion Supported
Cantor: Ford reached about 72,000 EV sales in 2023
“Flash forward to twenty-twenty-three, Ford has about 72,000, you know, EV sales.”
Corey Cantor Feb 1, 2024 ▶ 10:48 What’s really happening in the U.S. EV market?
Jul 17, 2025 positive
Assertion Supported
Lubershain: Ford is moving ahead with $3B Michigan CATL-licensed plant
“Ford has basically said, we're moving ahead with this three billion dollar battery plant in Michigan, where they're licensing lithium iron phosphate technology from CATL, the Chinese battery giant.”
Andy Lubershane Jul 17, 2025 ▶ 15:15 Five big questions emerging from the OBBB
Jan 8, 2026 negative
Disclosure
Rountree: Early Cantos investment failed due to long Ford and Toyota sales cycles
“And one of my very first investments at Cantos in 2016 was a startup that had incredible machine learning and interoperability software that it was selling into the automotive industry, into industrial robots. Absolutely best in class, and we would hear this t…”
Ian Rountree Jan 8, 2026 ▶ 8:50 The VC case for 'full stack deeptech'
Jul 23, 2026 neutral
Assertion Supported
Letendre: Ford and GM unlocked V2G via software after V2H rollout
“Both the Ford system and the GM system was originally marketed and sold for V to H, and then through a software upgrade, they were able to unlock the full V to G capability.”
Steve Letendre Jul 23, 2026 ▶ 19:11 The multi-billion dollar promise of vehicle-to-grid integration
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