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It may be a fad, or a realization of 'software is eating the world'. Each year more industries are moving from software enabled, to software being key component

It may be a fad, or a realization of 'software is eating the world'. Each year more industries are moving from software enabled, to software being key component and differentiation. Unfortunately software is also fastest moving and most labor intensive of all components, it is also permeated across business. So you have to build a culture for it. So a company moving earlier will have key advantage over a company trying to acquire software and its culture at last moment. We have seen it happen earlier in industries, and it will keep on happening. Will Ford be able to pull it up a question, but there is no other road to take.

Animats 11y ago
Ford has a deployment advantage. They can make stuff in volume at low cost. Tesla has to learn to do that, and fast. (It's nice having an order backlog, but now you have to produce at a cost where those orders are profitable.) Apple outsources their manufacturing. Google has very little manufacturing capability.
- serge2k 11y ago
  Case in point, even Ford was having trouble meeting demand for their new F-150 last year. Something else to consider. Tesla sold about 50k model S last year. Ford sold that many F-150s, in a month.
  - marincounty 11y ago
    I told my mom it's time for you to look for a new vechicle. I've always worked on her vechicles. I mentioned maybe a Subaru? A few weeks went by, and through an email she said she wanted a new F-150. She, is I belive in her 70's. She always lied about her age, so I don't know her exact age. I just thought it was a strange pick. Ford is doing someting right with that truck. I asked her why, and she said she liked the aluminum body. I think it has more to do with just the ride height? She's small in stature. I've always liked the f-150, but went away from Ford when I realized I can put 250,000 on a Toyota.

Animats 11y ago

Ford has a deployment advantage. They can make stuff in volume at low cost. Tesla has to learn to do that, and fast. (It's nice having an order backlog, but now you have to produce at a cost where those orders are profitable.) Apple outsources their manufacturing. Google has very little manufacturing capability.

serge2k 11y ago
Case in point, even Ford was having trouble meeting demand for their new F-150 last year. Something else to consider. Tesla sold about 50k model S last year. Ford sold that many F-150s, in a month.
- marincounty 11y ago
  I told my mom it's time for you to look for a new vechicle. I've always worked on her vechicles. I mentioned maybe a Subaru? A few weeks went by, and through an email she said she wanted a new F-150. She, is I belive in her 70's. She always lied about her age, so I don't know her exact age. I just thought it was a strange pick. Ford is doing someting right with that truck. I asked her why, and she said she liked the aluminum body. I think it has more to do with just the ride height? She's small in stature. I've always liked the f-150, but went away from Ford when I realized I can put 250,000 on a Toyota.