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Ford's $20B MISTAKE | HALTS PRODUCTION | Episode 983

Ford's $20B MISTAKE | HALTS PRODUCTION | Episode 983

CarEdge Live Dec 16, 2025 32 min
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About this episode

Ford's recent decision to halt production of the F-150 Lightning marks a significant shift in their electric vehicle strategy, resulting in a staggering $20 billion write-off. The hosts discuss the implications of this pivot back to gasoline and hybrid vehicles, citing declining EV demand and high price points as key factors. They also explore the broader automotive landscape, including Nissan's struggles with aggressive sales targets and the impact on dealer profitability. This episode delves into the challenges facing major automakers and the potential consequences for consumers and the market.

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Brand

Ford

"[114.2s] into the big, big, big story this morning, God, which is Ford walking back their electric vehicle ambitions"

Ford is a big car company from the U.S. that makes many different kinds of cars and trucks.

Car

F-150 EV

"[180.0s] ... Ford dropping the F-150 EV in $20 billion pivot back to gasoline and hybrids. I'll give you the floor, Dad."

Ford’s F‑150 is the most popular pickup truck in America. The company announced a fully electric version, called the F‑150 EV, which would use batteries instead of gasoline.

Term

EV

"[180.0s] ... Ford dropping the F-150 EV in $20 billion pivot back to gasoline and hybrids."

An EV is a car that runs on electricity instead of gasoline. It uses batteries and electric motors to move.

Car

Tesla Model 3 Lightning

"[227.5s] So they, you know, I remember, we all remember the day that they announced the lightning. And it [234.4s] was like, okay, in the first 30 seconds, they had 150,000 deposits for lightnings."

The Lightning is a special, faster version of Tesla’s popular Model 3 car. It has stronger motors and better brakes so it can go quicker and handle tighter corners.

Car

Silverado

"are you also going to be pulling back your Silverado, your electric Silverado"

Silverado is a popular pickup truck made by Chevrolet. GM has been working on an electric version of this truck.

Car

Tesla Cybertruck

"They're not going to go to a cyber truck because eventually aren't they killing the cyber truck because sales are what everybody thought"

The Cybertruck is a truck made by Tesla that runs on electricity instead of gasoline. It looks very different from normal trucks and is part of the trend toward cars that don’t use gas.

Brand

Nissan

"So I'm going to do one more and then I want to talk Nissan dad. So give me a second here."

Nissan makes many popular cars like the Altima, Sentra, and Rogue. They’re a well-known brand that sells vehicles all over the world.

Brand

Jeep

"...Nissan and then Chrysler Dodge Jeep ramp, like, they're in a class of their own..."

Jeep is a U.S. car brand that makes rugged SUVs, especially the Jeep Wrangler.

Brand

Dodge

"...Nissan and then Chrysler Dodge Jeep ramp, like, they're in a class of their own..."

Dodge is a U.S. car brand that makes sporty cars like the Dodge Challenger and powerful trucks.

Brand

Chrysler

"...Nissan and then Chrysler Dodge Jeep ramp, like, they're in a class of their own..."

Chrysler is a U.S. car company that makes cars and trucks, including the Dodge Charger and Jeep Wrangler.

Brand

Jaguar

"...Sold my grandma's 23-year-old Jaguar. The saw, the smoggy steamer, two LCL Toyota DLR 4 1300."

Jaguar makes fancy cars that are known for their style and performance.

Brand

Toyota

"...two LCL Toyota DLR 4 1300."

Toyota makes cars that are known for being dependable and long-lasting.

Part

TRD Pro

"...new four‑runner TRD pro for 84,000 with additional dealer markup."

TRD Pro is a set of upgrades that make a Toyota more capable on rough terrain.

Brand

Polestar

"Probably better as well for them as it's panning out for Polestar."

Polestar makes electric cars that are fast and stylish. They started as a performance offshoot of Volvo and now sell their own cars.

4 cars featured

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