Unfortunately there is a fourth possibility which in my experience is far more likely.
Even with the best intention, expectation and planned prioritization, sometimes deadlines simply cannot be met. Having worked in an IT function with a major OEM myself I can no longer count on two hands the times we were certain a product feature would be released "within weeks", only to be delivered months or even years later. It was never dishonesty. Hardly was it incompetence. Most often was it because of spill-overs from unexpected critical developments.
In one week an unexpected development can hijack the resources for months to come. An update on the CCS standard. A mandatory recall or service bulletin from a tier-one supplier. Overseas homologation process being stuck. A technical IPR challenge from a competitor. A colleague leaving, taking with him essential knowledge... this could be just a typical week at the office. And this was when working for a "traditional" OEM with a strong reputation.
It's a valid concern and point of frustration. But unless we hear from Lucid themselves, my opinion is that it's quite pointless to speculate on the causes.
