Lotta chatter right now about Ford buying its electric drivetrain for the F150 from Tesla. Let's put together a few items:
- F150s spotted under wraps at a Tesla Supercharger station (U.S. plug compatibility?)
- Performance specs very similar to Tesla Gen 3 tech (how likely could F do this on Job 1?)
- Did anyone hear the E/F150 accelerate away driven by Pres. Biden (sounds like a "3" to me)
- then there's Elon's deleted tweet last month about a sudden increase in Tesla value (why?)
- from Q1 CC: Giga Nevada was supplying drive units for Tesla worldwide (covid travel ban)
- implying Tesla has ~80K spare capacity per qtr for motors, inverters, once GF3 is localized
Okay, that's still not enough put all together for me to call it yet, but I'm getting interested. If Ford could secure their own bty supply, they could buy the tech from Tesla to a produce a salable product (esp. if they include access to the SC network). Now, is 300K/yr E/F150s going to be enough emissions credits for Ford? Well, it can't hurt.
Cheers!