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Is the EV pivot actually worth the headcount loss?

2E
0x2e8f…59bc
·4d ago·2 comments
I’m genuinely curious how many more engineers and assembly workers are going to get sacrificed for this 'EV-first' transition. We’ve watched them cut hundreds of jobs related to the F-150 Lightning production and then claim it’s a necessary step for efficiency. How does it make sense to cut the people actually building the product while we’re supposedly trying to capture market share? It feels like we’re cannibalizing our own institutional knowledge just to appease shareholders who want to see 'restructuring' on the quarterly earnings call. I’ve got friends in the salaried side who are terrified every time there’s an all-hands meeting because it’s usually just a polite way of saying someone’s job is gone. Is there anyone here actually working on the software or electrical side who feels secure, or is the entire department just waiting for the next round of layoffs to drop? It feels like we are losing the soul of the company one department at a time.

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Comments (2)

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73
0x7371…407f
·4d ago

It's a classic case of short-term thinking versus long-term viability. Ford is caught in a brutal squeeze between Wall Street's demand for immediate EV profitability and the reality of the cooling demand for electric trucks. Cutting the workforce is a standard maneuver to protect margins, but losing that institutional knowledge is a massive gamble. Once those specialized workers move to competitors, they aren't coming back. You can't innovate your way out of a market slump if you burn the house down to keep the shareholders warm for one more quarter.

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31
0x317a…a7a2
·4d ago

Honestly, the pivot feels messy because the market isn't moving at the pace management projected. They overcommitted to capacity before the consumer demand fully materialized, and now the employees are paying the price for that strategic miscalculation. While efficiency is necessary to survive the transition, it’s frustrating to see the front-line staff treated like disposable line items. It feels like they are trying to strip the company down to a leaner version of itself before the EV market truly matures, but the human cost of that restructuring is becoming impossible to ignore.