The drama here for all of this is that we're seeing the century of R&D invested into making cars compressed into a decade for replicating that work for electric

The drama here for all of this is that we're seeing the century of R&D invested into making cars compressed into a decade for replicating that work for electric vehicles. They're comparable, but not identical, so domain knowledge for one doesn't always translate into the other. Witness the Bolt / LG Chem battery fiasco. So yes, Ford is the first (or second? third?) over the line to make engineering samples available to the public. They also have their ICE platforms to fall back on if they don't execute perfectly. Plenty of time no worries. Tesla (and rivian?) are in the deep end without any option but to figure out how to swim / mass produce their product, so they've got incentive to execute. There are plenty of companies that got their product to market only to be destroyed by warranty burdens. It is instructive that the bolt was first to market (vs the model 3). So the story hasn't been told yet, but certainly tesla's not in a position of strength here.