@OP. You think your post is not related to layoffs, but I disagree. The moment FMC left the true and tried path (ICE, quality, innovation), and double down with a 50 billion investment in BEVs, all with the dream to beat Tesla at its own game, I knew we (NA workforce) are going to pay that with huge layoffs.
Why do people buy Tesla? Because they are "green" and want to save the planet? Pleeease. For most buyers, Tesla is easily the second or third car in the house. They buy Tesla like they buy Apple or Canada Goose: for status. To show the world they are "cool", rich, and "trendy".
Tesla is geared to a niche market (BEVs are less than 10% of car sales) for id--ts with money. The greatest accomplishment of Tesla was not the vertical integration, nor the innovative solutions, nor the gathering of such talent pool, but convincing people to buy disposable cars in the name of saving the planet.
Replacing an expensive battery after 10-12 years of use, will force most people to ditch their cars (like when people do in ICE when the repairs are more expensive than the actual value of the car), and will affect the resale value of the vehicle, shortening the lifecycle of the vehicle (AKA disposable).
Most knowledgeable people agree that BEVs are a short term solution, but it would be better to bet at other technologies as well. Ford bet all at BEVs, management doesn't care about quality, and they ki----g the golden goose (F-150), which doesn't fare well for us (NA workers).
Anyway, I digress. Tesla is selling more vehicles this year than the best years of the F series. Maybe is the pain at the pump, or maybe it is the extra liquidity in the economy. The way I see it, Tesla has cornered the BEV market, beating Ford, and most probably it will saturate the niche market before Ford can recoup any investment. The moment we find which is the "winning technology" (Fuel Cell, PHEV, HEV, BEV), is going to be late for FMC to turn around, and the company will go down like the Titanic.
So in short, there is no way in He-l that Ford can outsale Tesla. Yes, maybe Ford can build more BEVs, and park them in all the Dearborn lots, or sell them at a loss. But I find hard to believe that people are going to spend a shitload of money in a Ford piece of cr-p BEV, instead of a Tesla, specially with the (lack of) quality of our current products.