I don't believe it's bad to go into this with low expectations, just expecting to see a spec sheet and that's it. Even if that's all we get, I guess we gotta say that's better than nothing.    As for the prototype mules, it's pretty common these days for brands to test the platform using a different body at first until we get really close to production. I remember when the mach-e looked like a hacked up escape and everyone was talking about how ugly the design was 😂. So for all we know, Ford's testing their EV truck platform using a maverick body as we speak and we have no idea.  

Isn't supercharged growth of BEV products if the CE1 models do prove popular Ford's expectation? A "Model T moment" implies the following, takin' words from Ol' Henry and modifying them for the big announcement on August 11:   I will build electric vehicles for the great multitude. They will be large enough for the family, but small enough for the individual to run and care for. They will be constructed of the best materials, by the best men and women to be hired, after the most innovative designs that modern engineering can devise. But it will be so low in price that no man making a good salary will be unable to own one – and enjoy with his family the blessing of hours of pleasure in God's great open spaces.   If that's going to become reality, Ford needs all the capacity it can get for CE1 models, at LAP, BOC, and elsewhere.

So if recall correctly:   LAP shuts down next Spring for retooling   Tooling should be finished up by year end   CE1 products go into production late 2026/early 2027    So they should hit the dealerships in Summer 2027.    As for BOC I don’t think it will be up and running til late 2027? 

Also, we've talked about it in the past, but it's also relevant thoughts on this announcement....     What's interesting to me is that these CE1 products are going to Kentucky. Meanwhile, they're building BOC, which will be vastly underutilized at this point. Obviously they have more data than we do, but from an outside perspective, I'd have done this instead: -Consolidate all new BEV production (except Mach E since it's established) at BOC, including next gen Lighting, T3, and CE1 products, and allow that plant to have some volume until the market for BEVs grow enough to warrant additional plants. -At the same time, I'd rebody the current ICE/hybrid Escape and Corsair on the same C2 platform with new, updated styling inside and out, but retaining powertrains etc to keep costs lower. Keep production at Kentucky, and sell them alongside the CE1 products to give customers a choice/let market dictate product mix in the short term. And then, as the CE1 BEVs (ideally) become more popular, THEN phase out the ICE models. This approach doesn't allow for supercharged growth of BEV products if the CE1 models do prove popular, but it helps to safeguard plant utilization against an uncertain BEV market.

The previous big shot at Lincoln (some lady named Dianne, who retired this year) made the mistake of not adding at least 1 EV to the Lincoln lineup since 2022. That means the current big shot (some dude named Joaquin) has to act fast to fix that.   I like your idea for offering CE1 + ICE/Hybrid versions of the next Lincoln Corsair.

...And subscriptions don't forget the subscriptions. All that incredible technology will undoubtedly come with subscription requirements to operate. This seems to be a trend; make the hardware standard and then require payment to make it function e.g. BlueCruise, https://www.fromtheroad.ford.com/us/en/articles/2024/ford-lowers-bluecruise-annual--monthly-plan-pricing#:~:text=For 2025 model year vehicles,reflected on their next payment. and Ford Connectivity https://www.ford.com/technology/connected-services/connectivity-package/?intcmp=CSlp-cta-connectivityPack. Both of these will be expanded into more vehicles for 2026 and beyond. Cars are getting like printers; Sell the printer then charge ridiculous prices for the ink. The folks that create and sell devices to pirate streaming channels are no doubt hard at work coming up with workaround devices to open the blocked features.

Eh, Ford likes excessive gaps between debut and launch.....a year has been a good baseline in the past....and if it's a '27 model, that wouldn't be shown until next year sometime.   I know I'm being pessimistic, but I'd rather think this way and be pleasantly surprised than get my hopes up for a full reveal and have them show a skateboard and a couple of specs.   Something to also keep in mind - they still have to retool the factory too.

They can reveal platform targets (i.e. range estimates, charging capabilities, production efficiencies, etc) without showing the body that goes on them.   Have we even seen any product mules yet?  For something that is allegedly out next year?   I'll be happy if they actually reveal product, but I'm expecting a let-down because it'll be platform details with actual product shown next year.     Product-wise for CE1, I think we're going to see:   -Escape replacement -"Maveranger" - the Maverick-Ranger tweener EV truck -Transit connect EV van replacement, which tracks with Farley's comments on urban duty cycles of commercial vehicles   The big question I have (aside from product reveal/launch timeline), is Corsair.....there seems to be no talk of a replacement, and it's horrible to pull the plug on 1/4 of Lincoln's lineup as it's starting to hit its stride.....unless they just import the Chinese ICE/hybrid one alongside Nautilus?  I think it's a mistake to go full EV with it.  I'd add product - give them a CE1 "Corsair" and import the Chinese ICE/hybrid, and let buyers choose.

So maybe less radical than this Ford patent where the cab is pushed basically all the way forward, but still something with a shorter hood that has more conventional truck like styling?

It's possible, but everyone else has already revealed their body designs for '26 and '27 so it would be weird for Ford to not to at this event imo.