I keep seeing this a Tesla vs. Ford qualitative comparison, so here is a more quantitative comparison: Ford's 2020 Q4 report [0] indicates a sales rate of ~2M

I keep seeing this a Tesla vs. Ford qualitative comparison, so here is a more quantitative comparison: Ford's 2020 Q4 report [0] indicates a sales rate of ~2M cars / yr. The entire Ford truck brand sold around 1.1 M trucks [0] that year (2020) and 1.2 the year before (2019). Fordauthority.com (who may or may not be authoritative...) says that Ford is/was running slightly worse sales this year than last year [1]. However I don't think Ford has published their numbers for 2021 yet. Personal Opinion: Given Tesla's ramp of ~70%/yr, is it not absurd to think that Tesla will pass Ford's truck sales numbers within the next year and all of Ford's sales numbers within the next 2-3 years. (This is assuming lack of innovation on Ford's part. If Ford innovates with e-trucks then it will probably take a lot longer for Tesla to catch up) [0]: https://media.ford.com/content/dam/fordmedia/North%20America/US/2021/01/06/ford-sales-release-dec2020.pdf https://media.ford.com/content/dam/fordmedia/North%20America... [1]: https://fordauthority.com/2021/10/ford-motor-company-sales-numbers-figures-results-september-2021-usa/ https://fordauthority.com/2021/10/ford-motor-company-sales-n...