Ford is a topic tracked in our intelligence system with 5 linked articles.
Ford is allocating $2B to overhaul a factory for the Fathom EV truck, with prototype builds slated for Q1 2027.
Ford aims to revive demand with a lower-cost electric pickup after weak initial sales of its first EV truck.
GM and Ford’s investor-call EV mentions are at pre-pandemic levels, indicating no renewed surge in EV emphasis in earnings discourse.
GM-backed analysis says V2G could unlock about $7B of value by 2030, 5-15x the value of V1G, with per-vehicle returns by region varying and regulatory barriers risking under-capture.
California launches MyFirstEV: a $3,500 first-time EV rebate at point-of-sale (up to $50k new EV; $1,750 used under $25k) funded by a $270M pool split evenly between the state and automakers, aiming to replace lost federal credits.
Uber backs ex-CEO Travis Kalanick’s new Atoms with $1.7B (Uber reportedly $100M of that), led by Andreessen Horowitz with Ben Horowitz on the board, to pursue industrial AI and autonomy via Pronto, signaling continued capital rotation into mobility robotics despite past Uber-levandowski tensions.
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