You can say that Ford doesn't
You can say that Ford doesn't consider Tesla a threat, but the truth is that Tesla is proving that EVs are competitive, and the big automakers are dragging their feet in bringing them to market and supporting them with advertising and training support. The German automakers completely owned the performance sedan and performance crossover market before Tesla jumped in, and they now offer (or will soon offer) rival EV models. Similarly it was the sales boom of the Model 3 and introduction of the Model Y that drove Ford to (wisely) change their plans and accelerate the development of the Mach-E and F150 EV models. Even though Ford's F150 PHEV is due next year or so, but I believe that we will see the production Cybertruck before we see an EV F150 in showrooms and on the roads. I wouldn't say that Ford is worried, but it would be foolish for them to ignore Tesla's impact on the automotive market and delay the introduction of competing EV models. Ford is visibly ahead of GM, and far ahead of Dodge/FCA in terms of their EV efforts, but they are trailing Tesla currently. Not with the F150 today because the competing market is solely gas and diesel trucks, as it has been for decades, but it is clearly going to be changing over the next couple years.