Ford CEO Jim Farley on China, tariffs, and the quest for a $30,000 EV | Decoder

Hey everyone, Nilay here. You might remember I took a break from Decoder last year — we had a baby, so I took some leave. In my place, we had an excellent slate of guest hosts, and we’ve been working hard to bring you those episodes in full video since we launched our official Decoder YouTube channel. So today, we’re featuring a really great interview conducted by my very good friend Joanna Stern, now the founder and CEO of New Things, and Ford CEO Jim Farley. Joanna pulled some exclusive news out of Jim at the time, including some really telling quotes on Trump’s tariff policy, on Ford competing with Chinese EVs, and the company's stance on Apple CarPlay. #ford #evs #cars #china 0:00 Intro 0:33 Host intro 1:55 Interview starts — Joanna Stern & Jim Farley 4:55 Ford Universal EV Platform 16:27 How Ford is structured to build the new platform 24:04 What is "Gemba"? 25:16 Restructuring Ford & blue-collar jobs in America 31:49 Nilay call-in: locked Mustang ECUs 36:10 Tariffs & the Trump administration 42:48 CarPlay & Ford's digital strategy 53:57 Final pitch: Jim tries to sell Joanna a Ford Follow Decoder on TikTok: @decoderpod Follow Decoder on Instagram: @decoderpod Subscribe: http://goo.gl/G5RXGs Like The Verge on Facebook: https://goo.gl/2P1aGc Follow on Twitter: https://goo.gl/XTWX61 Follow on Instagram: https://goo.gl/7ZeLvX Follow on TikTok: http://bit.ly/42VeCVU Watch The Vergecast on YouTube: https://bit.ly/40RFRkg The Vergecast Podcast: https://bit.ly/3WQDexZ Decoder with Nilay Patel: http://apple.co/3v29nDc More about our podcasts: https://www.theverge.com/podcasts Read More: http://www.theverge.com Community guidelines: http://bit.ly/2D0hlAv Wallpapers from The Verge: https://bit.ly/2xQXYJr Shop our Verge merch store here: https://bit.ly/4kPCmEc