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Ford's rollout of the Lightning has been an absolute disaster. It's a low volume truck. All they had to do is follow what GM did with the Volt. Farley put the cart WAY ahead of the horse and is expecting major upfront investment when dealers aren't even allotted a handful of these things a year. It's going to be a long while until Ford can crank out 500k of these things a year. Worse, there's no place to charge them! I'll put up with a Tesla charger in a hotel parking lot if I'm driving a Tesla. But they really have to start getting gas stations retrofitted with DC chargers if they expect any mass adoption. Or along every major highway. So I'm happy OEMs are pausing.