[CuriousCosmic]

I'm not sure if that's necessarily a fair assessment as Ford's laid out plan to get from the current 40% loss to 8% profit is pretty reasonable.

Of that 40 percentage points, 20 of them are directly attributable to economies of scale. As they sell additional units those costs will amortize out. i.e. the more they sell the less they lose.

They expect to pick up another 15 points via engineering changes that will unify a lot of parts between the different product lines. They apparently initially just focused on shipping the vehicles so each model has a lot of bespoke parts that could semi-trivially be reworked to de-duplicate them between product lines.

That gets you down to 5% losses. The bulk of the remaining 13 points they expect to pick up via battery design improvements and cost reductions in their supply chain.

And their stated deadline for this is the end of 2026 so it's not exactly like they intend this to take ages. Rather they expect to achieve this within a handful of model revisions.