Legacy automakers are mounting a serious challenge to Tesla's long-held dominance in the electric vehicle market, and the numbers are starting to reflect a shifting landscape. Ford's F-150 Lightning has become one of the best-selling EVs in America, while GM's Ultium platform is powering a wave of new electric trucks and crossovers from Chevrolet and Cadillac. The story isn't just about product launches—it's about scale, manufacturing muscle, and the fact that Detroit's dealer networks give traditional brands a distribution advantage Tesla has struggled to match. For investors watching the TSLA versus FORD matchup, the question is no longer whether legacy automakers can compete in EVs, but how quickly the market share will shift.
Detroit strikes back: Why legacy automakers are rewriting the EV story (TSLA vs FORD) FXStreet