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Decoder · June 25, 2026 · 1h 3m

Rewind: CEO Jim Farley on Ford's EV gamble

Joanna Stern interviews Ford CEO Jim Farley about the company's electric vehicle strategy. The conversation covers the impact of Trump-era tariffs, competing with Chinese EV manufacturers, and Ford's decision to move away from Apple CarPlay in favor of its own software. Farley shares insights on the challenges and gambles involved in building affordable EVs.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Highlights

Trump tariffs threaten Ford's EV plans
Jim Farley discussed how Trump administration tariff policies could raise costs and disrupt Ford's electric vehicle production and pricing strategies.
Competition from Chinese EV makers intensifies
Farley acknowledged the growing threat from Chinese electric vehicle manufacturers, who are rapidly advancing and offering lower-cost models.
Ford moves away from Apple CarPlay
Jim Farley defended Ford's decision to phase out Apple CarPlay in future vehicles, committing to an in-house software experience.
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