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

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