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This is a ‘come to Jesus moment’: Ford CEO says American carmakers are battling a perfect storm - Fortune
Overview
Ford’s warning about existential pressure on U.S. automakers is underscored by cost and competition challenges that force hard strategic choices. The industry dynamic is increasingly split between companies that must prioritize efficient, lower-risk paths and those that can gamble on new technologies and niches. Ferrari’s launch of the Luce highlights that luxury automakers may continue to experiment with premium EVs, even as mass-market carmakers face a ‘perfect storm’ of competitive and financial pressures.
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