$Tesla Motors(TSLA)$vs $Ford(F)$

Profit $3.3b vs Loss $827M

Cyber truck vs f150 lightning

Factories cranking vs supply chain problems

Prices down vs Price increases

Who is Winning vs losing.

Tesla has just announced price reductions in China upsetting existing customers.  It's not good business to have upset customers so should this sound as a warning. Is this a cannery in the mine of future problems coming their way?? Tesla have said the factory overheads are reduced so can lower costs but is this a price war in china? Meanwhile ford is continuing to sell plenty of existing ice vehicles at a significantly lower PE compared to Tesla.  However, musk has big talk for the future market cap of Tesla wanting to surpass Apple.  

Ford has increased its guidance on free cash flow from $5.5 -$6.5b to $9.5 to $10b.  Can Ford invest and take some of musks planned market cap by winning the electric truck race? Oh and Ford happened to recently increase the f150 electric prices sighting additional supply chain costs.

Who should pay for cost increases through the factory? The customer or the shareholders. Why should the customer pay for an inefficient factory? Or why should the shareholders subsidise a quality vehicle for the customer as quality costs? These two strategies may play out or has Tesla landed on a win- win as efficient factories allow lower prices to be passed onto the customer creating more demand and getting a step up on the competition. I reckon the Chinese competition have bet Tesla at thier own game and we now are just going to see a price war. Victory for the customers and not shareholders.