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Tesla has proven itself, but Ferrari & Lamborghini says EVs can’t be supercars
In a rather rare act of solidarity, rivals Ferrari and Lamborghini have agreed on one thing: neither one would be making an all-electric supercar in the near future. Both companies note that electric car technology is not there yet to warrant an initiative to create a born-and-bred supercar.
Citing a rather dated example for the limitations of electric cars, the supercar makers noted that true high-performance vehicles need to be capable of launching multiple times in full power, over and over again, in both straights and corners. This is a limitation that was true for vehicles like the Tesla Model S, which is a monster in straight line races but compromised in closed circuits. These issues have largely been solved in more recent vehicles like the Model 3 Performance, an all-electric car that is capable of besting other high-performance sedans on a track.
The supercar makers also noted that the lack of sound from a roaring V12 or a supercharged V8 is a great part of the supercar experience, and this is something that is mostly absent in electric vehicles. Commenting on faux engine noises pumped into the cabin similar to the ones employed in the BMW i8, Ferrari’s chief technology officer, Michael Hugo, noted at the Geneva Motor Show that “we have to have a certain credibility.”
Maurizio Reggiani, chief technical officer at Lamborghini also noted that the big battery packs required of electric cars could compromise some of the brand’s design elements. Lamborghinis are already very low on the ground, and the CTO noted that stuffing a battery pack on the floor would sacrifice the benefit of a low center of gravity that the company’s wedge-shaped supercars enjoy.
Quite interestingly, Porsche CEO Oliver Blume noted in the 2019 Annual Press Conference that emotion in cars is not just about the noise that an engine makes. It is also about design, quality, driving characteristics, and the holistic experience of driving the vehicle. Porsche is hardly a neophyte in terms of creating supercars either, with vehicles like the 919 Hybrid and the 918 Spyder under its belt, so Blume’s statement could be taken with a notable amount of legitimacy.
RELATED: Exclusive: Porsche’s electric heart beats in the Taycan’s Zuffenhausen factory
It is a bit disappointing to see Ferrari and Lamborghini dismiss electric propulsion at this stage in the game. Just last week, Germany’s big three, Volkswagen, BMW, and Daimler, all decided that electric cars are the way forward, signifying an upcoming industry shift. What is somewhat surprising from Ferrari and Lamborghini’s recent comments was the fact that the companies seemed to have completely ignored the existence of all-electric supercars that are present today.
There’s the Rimac C_Two from Croatia, which matches and even exceeds any Lamborgini and Ferrari in terms of its explosive power. There’s the Nio EP9 that conquered the Nurburgring’s records. There’s even the Pininfarina Battista, an all-electric 1,900 bhp monster that can hit 186 mph in less than 12 seconds. All of these vehicles are fully electric.
Of course, there is also the next-generation Tesla Roadster, which goes from 0-60 mph in 1.9 seconds at its base form. Elon Musk dubbed the vehicle as a “hardcore smackdown” to gasoline cars, and in terms of specs, it’s downright frightening, from its 250+ mph top speed, and its higher trims, one of which is called the “SpaceX package,” which uses literal rocket technology from Musk’s private rocket company. The Rimac C_Two is expected to start deliveries in 2020, the same year as the next-gen Roadster. The NIO EP9 has been around since 2016, and the Pininfarina Battista is expected to arrive in 2020.
So much for electric car technology not being there yet.
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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.
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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
