Ford's Teardown of Tesla and Chinese EVs Leads to Major Internal Restructuring

Ford's Competitive Teardown Analysis

According to Главком: In late 2025, Ford CEO Jim Farley ordered a detailed teardown of a Tesla Model 3 and a Chinese electric vehicle to compare them directly with Ford's own products. This competitive analysis is a common practice in the auto industry to benchmark engineering and cost efficiency. The examination revealed that the Tesla Model 3 contained over a kilometer less wiring than the Ford Mustang Mach-E. This reduction in wiring directly impacts vehicle weight, which in turn drives up manufacturing costs.

As a result of its heavier weight compared to the Tesla and the Chinese EV, the Ford Mustang Mach-E requires a larger and more expensive battery pack. Jim Farley remarked on the findings:

“When we tore down the first Tesla Model 3, what we found was shocking.” - Jim Farley

This teardown exercise has prompted Ford to create a new, separate division called Model E, which will be dedicated to advancing the company's electric vehicle development.

The Glydways Project in Atlanta

In a separate development, the city of Atlanta, Georgia, USA, is beginning the implementation of the Glydways project. Glydways is an automated transportation network featuring electric capsules that travel on dedicated guideways approximately two meters wide. This system provides direct, non-stop point-to-point travel, which could significantly improve urban transport efficiency. Such projects represent a growing trend toward reimagining public mobility in dense urban centers.

Ford's competitive analysis and the creation of the Model E division signal the company's serious intent to adapt its strategy in the face of intensifying competition in the global EV market. This move could be a crucial step for Ford in fostering innovative technologies and reducing production costs to better compete with giants like Tesla. The broader industry shift is also evident in initiatives like the Glydways project in Atlanta, which highlights the ongoing integration of new technologies aimed at transforming how people move within cities.