Chamath @ 01:17:43Inconclusive
techmarketseconomy
Ford will be selling on the order of 2.5 million electric vehicles annually by around 2026–2027, and General Motors and other major automakers will follow a similar strategic path by ramping their own EV production and battery investments over that timeframe.
Ford needs batteries there. Forecast is they'll be selling 2.5 million electric vehicles by 2026, 2027. So whatever Ford does, you can expect GM will also do. You can expect all of the other big companies to do so.View on YouTube
Explanation
The prediction is specifically about Ford selling around 2.5 million EVs annually by 2026–2027, and other large automakers like GM following a similar EV-and-batteries ramp over that same 2026–2027 timeframe.
As of November 30, 2025, those years have not yet occurred, so we cannot directly verify actual 2026–2027 annual EV sales volumes or the exact realized pace of the ramp.
Available data up to 2024–2025 shows:
- Ford’s global EV sales are in the hundreds of thousands per year, not millions, and the company has scaled back or delayed some EV investment and production targets amid softer-than-expected demand and profitability concerns.
- GM similarly has revised and slowed aspects of its EV rollout and battery plant ramp, although it continues to invest in EVs and batteries; its realized EV volumes so far are well below the multi‑million‑per‑year level.
These trends suggest the original forecast of 2.5M Ford EVs annually by 2026–2027 is increasingly unlikely, but because those model years and sales outcomes are still in the future, the prediction cannot yet be definitively labeled right or wrong.
Therefore the appropriate status is "inconclusive" (too early).