Every pound of battery is a pound of payload you don’t get, and lots of F-150s max out on payload before they hit the towing limit. If you use it as a car, weight doesn’t matter, but if you bought it to use as a truck, it really does. 

Though I don’t have a problem with pursuing the development of CE1/UEP, as I think it’s an appropriate endeavor to start with entry level models, but my question is will there be a sufficient number of buyers?  The demand for EVs is already suspect, so is it a better play to slow roll that development while perfecting it and add elements learned from it to existing or new ICE and hybrid products that are more desirable at this time?  I also question the choice of starting with a truck when you have now effectively eliminated almost all of your affordable passenger vehicles.  I’m concerned about Ford becoming one dimensional.  

It depends, it may be better to write down as much as possible now because better battery tech and lower prices may be longer coming than expected. GM could probably repurpose Ultium batteries to HEV and PHEV as a way of getting a return on that production…   there’s always a way to recover costs after the press has their headlines.

Not at the meager volumes they're currently selling at.  Chevrolet sold a whopping ~9,500 Silverado EV's in 2025, which is less than 800/month.  The GMC EV model, sold even less.  Tesla sold more Cybertrucks than both of the GM twins, and the Cybertruck is considered to be a failure.

IDK if they're profitable man, they weren't for Ford, I'd be surprised if anyone is making money on these massive EVs right now. I agree there will be more profit potential in the future, but for right now, I don't see it manifesting. 

I don't think it will be a repeat of what happened to sedans.    These big EVs are expensive but profitable.    I think GM knows they can wait it out as battery prices continue to fall. 

Not surprising. It's the same thing that always happens, Ford discontinues a product, fans of rivals attack them, and then their brand of choice does the same. 

GM factory Zero moving to one shift in 2026, GM feeling the pinch…

As much as I'd hate to admit it, If I had to replace my wife's Edge, that Outback may be the choice.   HRG

No reason to think margins will be lower.  There won't be a lot of direct competition so no price pressure and costs should;d be considerably lower.