No way they changed the Google interface.  it’s still android based they just added 5G modem.

Investors are skeptical about pricing based on what they saw with cybertruck and lightning where the mfr promised $40k pricing that turned into $50k-$60k by the time they were introduced.  And the general slowdown in EV sales.  They’re also short sighted and don’t care as much about 2-3 yrs down the road.

When you have new/fresh product for sale it should sell well, but lets see how does after a couple of years on the market when other products are introduced that you compete against. Also going from 0 product to actually selling something isn't hard to show 100% increase either.    I don't think there is much in the way of loyalty yet when it comes to EVs

Yep it is par for the course to completely gut the plant inside when new product comes to an assembly plant. Somethings stay in place like the paint booth, but that is often at the end of the line anyways. 

https://www.fromtheroad.ford.com/us/en/articles/2025/simplicity-blueprint-future-ford-electric-vehicle-platform

I don’t claim to be an expert on this but a few good conversations with several experienced personnel helps with my understanding the processes.   I suspect  Ford has that in mind as product cycle changes. Probably way ahead of us all knowing when changes work.   Both Oakville and Louisville are to be gutted and refitted with new equipment - Ford does that at major product cycle changes and that will also happen to the F150 plants (last done 2014/2015)

I'm not a production plant expert, but given the drastic difference in layout (new concept versus existing assembly line layout), wouldn't applying this new concept to an existing plant mean a total floor to ceiling tear out would be required - which is not something any auto manufacturer would take lightly from both a time and cost perspective? If all of this is true, I think expectations for application to Blue plants needs to be considerably tempered - these change might be made when a complete redesign of a product (and resulting reconfiguring of its plant to support the new product) is undertaken, but we all know those types of changes do not occur very often. 

Pffan1990 and DeluxeStang, I think you’re ideas are examples of how Ford could apply these new ideas across the whole company, I think that’s the real focus of new production line, getting more out of Ford Blue.

No they saw what we saw and like yourself were expecting to see images of a vehicle, most likely why Ford’ stock price didn’t do much……   I can imagine many of them glazing over on the presentation, lots of hype but they want to see the the sausage and the sizzle.   Most of those folks are fixated on end product that Ford will sell and less about the process to do that, a presumption that it should be profitable, the fact that Ford needed to show how much needs to change to do that is probably something that perhaps get revealed later after the products?

Yea, but anonymous blobs like that Chevy Bolt will find plenty of customers if the price is right. The big shots at GM said their EV business is goin' strong:   GM became the industry’s #2 electric vehicle seller last year, and our EVs continue to grow faster than the industry, with sales up more than 100% in Q2. During the quarter, Chevrolet became the best-selling EV brand. Cadillac is the luxury EV market share leader in Q2, and had its best retail market share since 2014.