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Rich HabitsPublished 2026-09-04
“Southwest's New Airport Lounge, Kalshi Bans Congressman, & Ford's $30K Truck”
$FNo side taken
Hopes Ford's $30k Fathom EV succeeds as an affordable option; skeptical of EV sector due to infrastructure gaps and sales decline.

Ford's $30,000 EV truck is betting it can do what no one else has done, and this is long overdue, so I hope they pull it off. Ford aims to sell a 100,000 units of its new Fathom electric truck in year one, a target only Tesla has ever hit for a single EV model in the US.

Starting around $30,000 and built at an all-new Louisville assembly line, the Fathom is Ford's answer to the F-150 Lightning's billions in losses with CEO Jim Farley calling it the company's Model T moment.

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