I think the expectation, at least in relation to the issues CR is citing in this article, is that Tesla’s issues with body assembly are fixable and something the whole company is keen to improve, whereas Ford is not politically or organizationally able to embrace more fundamental changes (electric, OTA updates, moving away from dealers and maintenance revenue.) And of course the expectation is that automakers who don’t move quickly in those directions will suffer.

Personally, I think Ford is able to make those changes and will be rescued if it doesn’t.