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  • Patience over Panic. A Tale of Two EV Strategies. Ford vs GM.

Patience over Panic. A Tale of Two EV Strategies. Ford vs GM.

When Ford launched the Mustang Mach-E in late 2020, the only electric vehicle (EV) General Motors was selling was the Chevrolet Bolt.

Randall McAdory
Randall McAdory

Oct 14, 2024

•

4 min read

Structural analysis
of automotive disruption

What investor decks don’t cover.
And industry coverage doesn’t ask.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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