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

Jan 6, 2026

Gianni Kovacevic, an author and energy investor, shares insights on the automotive industry’s challenges, particularly Ford’s failure to adapt to electric vehicles. He discusses China's rapid ascendance in the EV market and how global automakers are falling behind. With a keen eye on lithium and phosphate markets, Gianni emphasizes their investment potential amidst looming shortages. He also highlights the importance of electricity in automotive energy and shares lessons from his Tesla road trip, painting a vivid picture of the future of EV adoption.

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INSIGHT

Legacy Factories Caused Ford's Pivot

Ford treated EVs like old cars and failed to rebuild factories from the ground up.
Gianni calls this a 'BlackBerry moment' where incumbents missed the technology-led pivot.

INSIGHT

China Set The EV Pace, Forcing Incumbents Behind

China rapidly became the world's largest car market and pushed OEMs to electrify faster.
Incumbents resisted retooling due to unions and dealer-service economics, creating a structural lag.

ADVICE

Invest In The Battery Supply Chain

Focus investing on the battery raw-material chain, not just headline EV sales.
Track lithium and phosphate demand and battery production growth for early signals.

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Start earning interest in gold: https://Monetary-Metals.com/LinGianni 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.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GIANNI KOVACEVIC:X (@GianniKov): https://x.com/GianniKovWebsite: https://kovacevic.com/Book: https://www.amazon.com/Electrician-Drives-Porsche-Profiting-Migration/dp/0993838405?crid=7FNM51U5GSC5&dib=eyJ2IjoiMSJ9.WKnWKnFr25YVfP1VB_IEgXIILmLQlw90igaA8H4kjzI.1NrEeqiLN91UBUDXwNxV851VWhTAEokPoWysU12yHhA&dib_tag=se&keywords=my+electrician+drives+a+porsche&qid=1767390775&sprefix=my+electrician+drives+a+porsche%2Caps%2C203&sr=8-1FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:06 - Ford Motor Company and the EV shift8:45 - US sales drop vs. China’s explosion11:46 - Tariffs and international demand18:21 - Trump EV rollbacks, and prediction markets22:57 - Investments to capitalize on worldwide auto shifts25:55 - Future for alternative energy sources for cars27:31 - Tesla nation-wide drive and charging infrastructure31:18 - Can the West catch China?33:48 - M&A predictions#investing #stocks #economy