I must say I agree! I think they're going to burn up a lot of money trying to get it right, and PO a lot of customers in the process.
I really would have considered Ford for electric at one time too. The Lightning is an attractive idea, but between multiple battery issues and and the fact that I don't need a truck these days took them off for consideration. I just don't want a vehicle that big these days. My 2017 F150 was excellent. I drove it for 5 years and 60k miles without an issue, but I guess that's a small metric with cars these days. I've mentioned in the past how much of a disaster our Ford Edge was. Originally we were going to get a Mach-E to replace the Edge but we couldn't test drive one and Ford kept pulling the ability to order at different times. That landed us on VW, but they couldn't even let us lock our order until 7 months after the initial deposit and there were people locking in a month or less.
Tesla is the default choice for a reason. You give them money and they give you a car. Interesting concept.