Ford's ‘BlackBerry Moment’ Signals End Of Legacy Auto Industry | Gianni Kovacevic

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Gianni Kovacevic, Author and Investor, argues that Western automakers like Ford are failing because they refused to rebuild their factories from the ground up, while China now dominates the global EV market and the coming lithium shortage will reward investors who position themselves early.

*This video was recorded on December 26, 2025.

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0:00 - Intro.
1:06 - Ford Motor Company and the EV shift
8:45 - US sales drop vs. China’s explosion
11:46 - Tariffs and international demand
18:21 - Trump EV rollbacks, and prediction markets
22:57 - Investments to capitalize on worldwide auto shifts
25:55 - Future for alternative energy sources for cars
27:31 - Tesla nation-wide drive and charging infrastructure
31:18 - Can the West catch China?
33:48 - M&A predictions

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