In response to the title, he better be driving the competitors vehicles often to understand what they are doing well.

I think this is a classic case of a company being unable to disrupt itself.

Ford makes internal combustion engines. Ford makes F-150s. Undoubtedly every executive, marketing guy, R&D engineer, and factory worker is focused on how many F-150s are being produced and sold. Anybody who shows up to a meeting suggesting they don't sell more F150 is booted out the door (metaphorically).

They probably also thought there's no way a Chinese mobile phone / tea kettle / Wi-Fi router manufacturer could ever kick their ass with a car. Yet here we are.