Most of the world have forgotten the golden rule "first, do the job".
One of my old partners wanted to job out core design and production and concentrate purely on sales and marketing. He wanted to get rid of all that low margin work or, as one of my programming partners used to call it, the high grief to cash ratio tasks. Yea, that company went belly up.
Tesla develops its own batteries. Sure, they work with Panasonic to produce some of their cells but the core IP is (mostly) theirs.
Tesla does their own modules. When parts shortages occur, they have the internal knowledge to port their code to a different processor, layout a different PCB and keep rocking on. I suspect the code base was designed from the start to be portable to other chip architectures.
As much of a pigs ear as they are making of FSD, they own that as well. It is a huge gamble but, if they get it to work, it will be another hard to assail differentiator for the brand.
As others have pointed out, Ford is more integrator. One of the companies I was involved with succeeded because we completely "owned" our product. When there was a problem/bug, we had the ability to troubleshoot down to the bios level and nail down the problem for our customer (and their software provider). This allowed us to compete with Toshiba and the like. By not owning the core IP, Ford does not have the ability to immediately marshal the resources to solve complicated (or even simple) problems. This will make it very difficult for them make a go of EVs in the short run and there may not be enough runway for them to make a go of them at all.