The point about Ford is that they, as other car/robot makers are aiming to please or follow a technocratic elite. Not market forces.
In this first moment of confusion, the expected behavior of both suits and governments is to seek the expertise of the "smartest" people in the room, in this case, depends on which side of the spectrum they fall in. It can be Musk, it can be Gates, it can be Altman, etc...
They will play both/all sides, and copy what others are betting on.
The malthusian elites like gates who call people "useless eaters" will make small green cars, so that is what they will try to do, not because of any reason other reason.