Could Ford Motor Co. (NYSE:F) be mulling an entry into the Robotaxi race? CEO Jim Farley, during the automaker’s first-quarter 2026 earnings call, hinted at the possibility.

Jim Farley’s Cryptic Response

During Ford’s earnings call, Farley was asked about whether the automaker had any plans for Robotaxis with companies like Uber Technologies Inc. (NYSE:UBER) and Nvidia Corp. (NASDAQ:NVDA) investing heavily in the sector. Farley shared that Robotaxis are something that Ford has been “watching carefully as it evolves.”

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He then outlined Ford’s Argo AI efforts in the past. Argo is a now-defunct autonomous driving technology enterprise that was backed by the Detroit-based automaker. “We kind of knew from Argo what to look for as robotaxis,” and the self-driving systems “became more proficient,” Farley said.

However, the CEO then shared that Ford was focused on lowering the cost of ownership, as well as developing efficient EVs in North America, but he also outlined that Ford’s Pro business has strengthened the automaker’s fleet management skills. ...