Thread regarding Ford layoffs

Source? Exactly.

Oh dexter

@5pa+1jqa0fgqt -- is how we are acting because we are failing to trust but verify, instead we trust our own feelings before confirming whose side we are on, we are doing it to ourselves... the comment replied to that the person was quoting was not pro california-talent in the first place

@5nj+1jqa0fgqt I'm not the other guy, but i'll take the bite. It is because Michigan is asleep behind the wheel. We are busy giving SiliCON-e all the glory.

Enamored.

Accountability is the first step. We forgot who the fu-k we were. Doug is a nobody. He is silicon valley fighting style, yeah? Look at Model E.

E because F would be too hurtful.

California new grads no nothing more than Michigan new grads. Heck, new grads from University of Michigan don't know any more than another University or community-college here locally.

I taught kids in Silicon Valley for a year remotely long time ago. They turned out pretty solid post-grad, I took the reference calls (multiple kids) for their first jobs. Cracked people are everywhere, some just don't know their potential. Others speak fear into them. You never know. Except what we do know is that Silicon Valley is overly-confident and paid exceptionally high which is understandable for cost of living-- however, there is NO reason they should be tapped in and brought here under assumption they are innately cracked. You can't manufacture cracked. Doug, your apple silicon chip on his shoulder wrecked a $10B investment. You must have a humiliation ki-k-- unless it's for the greater good which is to draw attention to how siliCON-E-HEAD warriors failed to make a point! Show me more companies and i'll still call the strawman fallacy.

I am not making fun of California. I am making fun of the lack of logical reasoning which led to 'billions brother'. It is because the people here aren't smart enough to look past bias!

looks like we sold about 33,500 f150 lightnings in 2024 according to the internet. just saw a new chevy silverado ev pickup driving around. wonder what the take rate will be on those...

'“skunkworks” EV in Cali our saviors!!! Yay we got the whole startup vibe going yeah!!!!! Big startup energy !!! Crush some cans and close your fists !!! '

I enjoyed this statement very much.

Lets look at the California EV ecosystem. First the bankrupt or otherwise zombie/scam companies.

Fisker
Coda
Canoo
Faraday Future
Aptera
Mullen
Proterra
Karma Automotive

Then there are the companies which are producing vehicles at perpetually below expected volumes or are probably going bankrupt in the near future.

XOS
Lucid
Rivian
Vinfast
Phoenix Motorcars

Then, there is whatever Zoox is.

The departures included 11 managers and 2 directors, indicating leadership attrition, while the hires were mostly staff-level – “Heavy staff hiring while leadership shrinks – that’s classic cost-cutting.”

Business Management: 23 exits vs 20 hires in those months, reflecting “senior churn” in managerial role.

HR: 8 hires vs 5 exits, including two senior HR leaders leaving and a couple of new VP-level HR hires – suggesting a shakeup in HR leadership.

Take a look at who they started as model-e for HR and it is very telling of free-fall.

Better journalism than the paid actor Mike Colias, deputy bureau chief for autos at The Wall Street Journal’s Detroit bureau. Thank you @OP.

Intuition

On March 26, 2025, President Donald Trump announced the imposition of a 25% tariff on all imported automobiles and certain auto parts, effective April 2, 2025.

Following the announcement, Ford’s stock experienced a decline of approximately 3%, reflecting investor concerns about the financial implications of the tariffs.

Ford relies heavily on imported components; the new tariffs could substantially elevate manufacturing expenses. Analysts predict that the tariffs may lead to higher vehicle prices for consumers, potentially reducing demand and impacting Ford’s profitability. The interconnected nature of the automotive supply chain means that even domestically produced vehicles often incorporate foreign-made parts, which could now be subject to the new tariffs.

Canadian Prime Minister Mark Carney condemned the move as a “direct attack” on Canadian autoworkers, highlighting the potential for retaliatory measures and further escalation of trade tensions.

In short we knew this as historically proven by the investors run thread yesterday I laid out as a favor

Your sh-t isn’t getting me high anymore - ford to Doug in 2025 Q1 JAN

Marin: reads four hour work week
Ford: introducing model e!

@OP. "Engineering saw 128 hires vs 72 departures in that period"

Well, that would be a good thing depending of the country. If it all happens in the same country, there is a chance Ford is trying to improve its game. However, if the 72 departures were in Dearborn, and the 128 hires were en Brazil, Mexico or India, it is called "outsourcing" and that's a nasty thing.

Other than that, I believe your info is accurate and I appreciate you sharing it with us.

He probably was allowed to have a normal rotation with a continuous education opportunity as well as an active mentor during his program unlike FCG, perhaps even around superiors who understand the definition of a promotion. Maybe we can look at the BCG program as a case study too? Could Marin bring his friends like Doug did? They seem to know more. They might be builders

The “EVs-at-all-cost” excitement has cooled into a mantra of “earn before you burn.” Did Marin plan for this with his Boston Consulting Group foresight? How did 2027 turn into the new 2025? State dependent memory should exist since we are controlling time, yeah?

Marin was BCG during redesign cuts 2019-2021..likely prior, direct hire Jan 2022 and continues to move up.

I'm not blaming it on crimate change but you have to admit much of the billions in losses is Ford went all in on "EV's are the only way to save the planet" bs.... of course they had their arm twisted by the govt and the globalists

It seems like we are playing defensive and can keep up why pretending a showcase of strength

What does that tell us about our “potential”

Speaking of fiesta..

@ag+1jqa0fgqt

Tw class-action lawsuits (filed earlier) regarding defective PowerShift transmissions in older Focus/Fiesta models were moving toward settlement, which could cost Ford tens of millions (though Ford has mostly provisioned for this). The net effect in this month (march) specifically is that quality and warranty risks remain a drag on Ford’s narrative. This stands in contrast to Ford’s claims of improving quality: even as Farley insists the company is attacking problems, new ones emerge, contradicting the “we’re fixing it” story.

Let’s get a closer look at those trucks

@ae+1jqa0fgqt

The issue, raised by 138 consumer complaints, described trucks abruptly shifting into first gear at highway speeds – one driver said it felt like being “nearly thrown through the windshield” when his 2016 F-150 downshifted at 70 mph. While no crashes or injuries were confirmed, this defect could pose a serious safety risk. Ford responded that it is cooperating fully with NHTSA’s investigation and noted the issue seems limited to trucks with the 6-speed transmission. This is not an isolated case – Ford has dealt with transmission problems in F-150s before. In fact, last June 2024 Ford recalled 668,000 F-150 trucks (2014 models) for a similar downshift issue. The recurrence of transmission gremlins in America’s top-selling vehicle line highlights Ford’s ongoing quality control battle. For investors, this is critical: if the probe leads to a recall of 1.3 million units, the repair costs and possible legal liabilities (even for older models) could be substantial. Some estimates suggest a full recall fix could cost Ford hundreds of millions of dollars.

The cuts to European engineering and administrative staff that were announced in late 2024 began to take effect in countries like Germany (where Ford is consolidating roles after discontinuing models like the Fiesta). Weakening our global positioning in Europe while st-----g China as EV winners.

The losses said to be Model e are not that bad at all, in context. You need to take account of the start-up status of Model e within Ford itself. Profitability will come in time.

U.S regulators launched a probe into 1.3 million F-150s (‘15-‘17) for sudden downshifting issues, underscoring that Ford’s quality challenges were not yet fully behind it. Seems like the roofs on the F-250 aren’t the only thing that isn’t built tough enough.

Ford projected a $5.0–5.5 billion loss for its EV/software operations in 2025. Similar to last year except the projected EBIT for this year is 7-8.5 billies (baaa) down from 10.2 billion. 1.5 margin of error shows they aren’t as confident as Doug says in his inspirational messages. In fact everyone smelled fear after they called it… fords stock had fallen by 5%. Also just so we all know Farley reiterated no EVs this year. While GM is already rolling up their sleeves for multiple EVs. Can anybody guess where our efforts are being channeled!

“skunkworks” EV in Cali our saviors!!! Yay we got the whole startup vibe going yeah!!!!! Big startup energy !!! Crush some cans and close your fists !!!

How can this board of directors be so blind as to let the two biggest mo--ns, Billy and Jimmy, run Ford Motor Company straight into the ground? It's absolute insanity! These clowns didn’t just sell out American jobs—they handed them over on a silver platter to Brazil, Mexico, India, and H1B imports, all while gutting the very workforce that built this company. This is betrayal at the highest level

More paragraphs would be nice BUT I GIVE YOU CREDIT FOR NOT MAKING IT ALL CAPS.

Nobody can blame all this on climate change that’s as naive as blaming your subordinates for your failures and crediting your adjacent cronies with your subordinates successes. Ford proves they as shapeshifting based on the election term and not strong on their identity. One could say ford changes with the climate.

If you want to make an EV revolutionary ommellette, you need to crack billions of corrupt crimate change eggs.

November last year they took a 2.3% workforce reduction of 174,000 global employees – concentrated in Germany (~2,900 positions) and the UK (800 positions) and they are expected to occur through 2025–2027. Despite injecting those billions after. But I mean sales were down 18% on vehicles in Europe so I get why the bailout was needed. What I find interesting is that year on year percentage is way worse than the ~6% decline for the industry overall…

How about the tariff evasion settlement from last year? It was a $365 million settlement – one of the largest customs penalties on record – allowed Ford to avoid potential litigation or a fine that could have exceeded another billy.

What about two months ago, Ford issued a new recall for 272,817 U.S. vehicles – specifically certain 2021–2023 Bronco Sport SUVs and 2022–2023 Maverick pickups – to address potential 12-volt battery failure. The battery in these vehicles can degrade and suddenly die, causing loss of power to the engine or critical accessories (like hazard lights) and increasing the risk of a crash

Paragraphs are your friends.

Ford announced this milestone at an investor conference: “FORD CEO SAYS 500,000 SOFTWARE SUBSCRIBERS AT FORD PRO, MARGINS 50%”

LMFAOAOAOOAOAOA

BEVs bet was a big mistake. In 2018/19 Hybrid was the original plan like Toyota but Hatchet and Fartley wanted to save the planet with government $$ backing. so the hybrids were canned for BEV after Biden won. Should have kept Hinrichs and canned Fartley. Nice going Billy!

@a1+1jqa0fgqt

I think you mean damn brother

When was Marin a bcg consultant for ford again!? What year?

Damn son, where’d you find this?