Adam Jonas, Jason Calacanis

“We expect Ford’s next strategy to be more open to partnerships, new structures and entities, and a far greater emphasis on all-electric powertrains.”

Says Morgan Stanley analyst Adam Jonas, who sees an opportunity for Ford to go ‘all-in’ on EVs following the appointment of Jim Hackett as new CEO. The new desire for a China JV indeed fits that prediction (also see news above).
electrek.co

“If those two companies were together, they would beat everybody at transportation.”

Jason Calacanis here is talking about Tesla and Uber, which he would love to see merge to form some sort of über-transport conglomerate. He has got an invested interest though as he is an early Tesla and Uber investor.
electrek.co