Could be Ford feels they can produce fuel cell cars...already has the science to do so...just hitching a ride on Tesla's success.
The problem for Tesla is the elevated cost.
That’s not going to hold up IMO. I don’t think there are that many folks out there who wish to pay a $10-20k premium for the ability to go electric.
They may be nice cars, but absent the government contributions, I don’t think this holds up. I’m not an expert on Tessla, but I don’t see how it keeps going once the government gets tired of the subsidies.
If Ford can come in under Tessla’s price by a wide margin, it may make it in the field, but that’s going to hurt Tessla if it does.