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Ford taunts Tesla, Silicon Valley in new ad: ‘Talk doesn’t get things done. Building does’
Amidst the assault from electric vehicles like the Tesla Model 3, and with tech companies like Google and Apple dipping their feet in the transportation industry, veteran carmaker Ford is fighting back. In a recent ad campaign debuting the company’s new “Built Ford Proud” slogan, the company boldly took shots at Silicon Valley and new, tech-focused carmakers like Tesla, stating that ultimately, it is builders like Ford that would usher in the future of transportation.
Ford’s new ads, the most notable of which is titled “The Future is Built,” stars Hollywood A-lister Bryan Cranston of Breaking Bad fame. In the opening scene of the ad alone, it was evident that the legacy carmaker was taunting tech companies, with Cranston throwing an aside after walking into a stage, stating that “the future isn’t created in a keynote address.” In a particularly telling part of Ford’s advertisement, Cranston addressed viewers, noting that “Talk doesn’t get things done. Building does.”
And building is something that Ford has been doing for more than 100 years. Ford, through the Hollywood A-lister, proudly notes that the company would continue building, all the way into the future. The commercial even delves into Ford’s upcoming plans, including intelligent mobility and what appears to be a new hybrid or battery-powered Mustang. The ad ends with Cranston driving a Ford F-150 pickup truck — America’s best-selling vehicle — remarking “Let the other guys keep dreaming about the future. We’ll be the ones building it.”
Ford’s “The Future is Built” TV spot is one of several campaigns that the legacy carmaker is rolling out. Apart from television commercials, Ford is also going all out with print ads pushing its new slogan. Jim Farley, Ford Motor Co.’s president of global markets, noted in a statement to Automotive News that “The company’s got its swagger back.” The Ford executive further stated that “We think customers are ready to hear directly from a company that says, ‘Here’s what we’re about, this is what makes us different, and we hope you like it.’ ”
Ford’s newest advertisements continue the carmaker’s working partnership with Bryan Cranston, who initially starred in a Super Bowl commercial two years ago. According to Farley, the Breaking Bad actor “really captures that no-baloney, real honesty that frankly we don’t hear much of anymore.”
Over the past months, Ford’s place in the US auto market has progressively been challenged by upstart companies, particularly Tesla, whose Model 3 electric sedan has started to make an impact in the country’s passenger car sales. With Elon Musk stating that a pickup truck would be coming soon as well, a company like Ford, which relies heavily on its trucks, has to dig deep to keep its place in America’s car market. In September alone, the Model 3 became the United States’ top-selling car in terms of revenue.
What’s rather notable is that Tesla is able to accomplish this through word-of-mouth and the merits of the Model 3 alone. Unlike legacy carmakers, Tesla does not spend money on advertising and paid endorsements. The company does get shout-outs from notable celebrities from time to time, such as rapper Kanye West earlier this year, but they are mostly positive anecdotes from owners themselves. The Model 3 is just getting started in its saturation of the US auto market. Once the vehicle hits its target production rate of 10,000 units per week, and once Tesla releases the Model Y crossover SUV and the Tesla Truck, veteran carmakers like Ford might have to go a bit farther than clever, well-directed ads to compete with the Silicon Valley-bred company.
Watch Ford’s new “The Future is Built” TV spot in the video below.
https://youtu.be/HVlfclOpsK8
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
