'Ten Times Bigger To Me:' Why Ford's CEO Thinks Software Is A Bigger Challenge Than EVs or China

14 Mar 2026 | Abstracted from InsideEVs

Ford CEO Jim Farley says software poses a bigger threat than EVs or China because it reshapes how vehicles are designed, updated, and monetized. Tesla and Chinese brands already build cars around unified software stacks, while Ford still relies on legacy architectures. Without mastering software, Ford risks losing the customer experience, recurring revenue, and long‑term competitiveness.

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