Gravity Delivery Discussion

[Ron_Burgundy]

I would think there is some correlation between orders and production.
We just don't know the details of that correlation.

The two order trackers on this forum are just one representation of overall Gravity orders.
Going with that limited perspective, Aurora Green is the most popular color on both trackers.

Get your GDE by end of July? Hmmm.
Based on the tracker, your order date was 5/20.
You joined the forum in late April.
I don't know if you looked at the GDE tracker before placing your order with the expectation of delivery by the end of July, but that was a very overly optimistic expectation.
Orders six months ahead of your were unfilled in May.
No criticism intended, so take the text here as well intended.
I'm sure you had your reasons for your expectation.

I

100%. I would’ve been shocked if we got the GDE by July. Our GGT order is from November. I had hopes, but knew they were unrealistic!

I will be shocked if they deliver more than 10 Gravity of any type in the US this month! Just have to remind myself to be patient!

 

[boydracing]

This commercial also pertains to Lucid:

Something funny to lift spirits as this goes for cars too!

 

[JoeMa]

My thinking on HUD may be off but I don't buy the constraint excuse. There were four GGT's at the KOP grand reopening Saturday, all four had HUD displays. The two in the showroom had pieces of paper covering the HUD glass but I could see light being emitted around the edges of the paper. They clearly did not want us to see what would have been projected onto the windshield which leads me to think this is a software issue and the code is not yet ready. Of course I'm guessing like everyone else on this forum but if the HUD hardware is already installed in many of the showroom GGT's, something else is the problem, since Lucid could have avoided installing the HUD hardware in the first place. I expect they are working on the software to get it just right and will release an OTA update that fixes whatever is currently wrong with the images.

 

[HC_79]

My thinking on HUD may be off but I don't buy the constraint excuse. There were four GGT's at the KOP grand reopening Saturday, all four had HUD displays. The two in the showroom had pieces of paper covering the HUD glass but I could see light being emitted around the edges of the paper. They clearly did not want us to see what would have been projected onto the windshield which leads me to think this is a software issue and the code is not yet ready. Of course I'm guessing like everyone else on this forum but if the HUD hardware is already installed in many of the showroom GGT's, something else is the problem, since Lucid could have avoided installing the HUD hardware in the first place. I expect they are working on the software to get it just right and will release an OTA update that fixes whatever is currently wrong with the images.

It's easy to provide a HUD to 600 to 800 cars vs 1000's. It makes complete sense why the GGT's in the studios are arriving with HUD's because if they didn't then Lucid would need to replace them all in a few months which would be a financially stupid decision.

 

[borski]

My thinking on HUD may be off but I don't buy the constraint excuse.

It has been stated publicly by Nick Twork, and lying about or making misstatements about material public information has potentially very serious legal consequences. Thus, I would surmise he wasn't lying.

Moreover, if you can only make a limited number of HUDs, it would make sense to focus on showroom cars and GDEs, since you'd want to enable the sales team as best you can.

At least at Valley Fair, the HUD was working in the showroom. I posted a picture of it. I wouldn't call it 'super impressive' since the software for the AR stuff isn't there yet, but the focal length was very far (which was cool) instead of being "painted on the glass," so at least some of it is working.

My guess is that Occam's Razor holds true again: they're telling the truth, and are supply-constrained on HUD parts.

Why would they cover them up? Who knows; perhaps they want to wait for a later software release, or perhaps those HUDs are only partially built because of those same supply constraints as they prioritize DEs, etc. That would also make sense, since delivering a 'mostly done' car to a showroom is fine, and you can fix it later; for a buyer, that would be very not fine.

 

[borski]

It's easy to provide a HUD to 600 to 800 cars vs 1000's. It makes complete sense why the GGT's in the studios are arriving with HUD's because if they didn't then Lucid would need to replace them all in a few months which would be a financially stupid decision.

Yeah, this.

 

[Ron_Burgundy]

It has been stated publicly by Nick Twork, and lying about or making misstatements about material public information has potentially very serious legal consequences. Thus, I would surmise he wasn't lying.

Moreover, if you can only make a limited number of HUDs, it would make sense to focus on showroom cars and GDEs, since you'd want to enable the sales team as best you can.

At least at Valley Fair, the HUD was working in the showroom. I posted a picture of it. I wouldn't call it 'super impressive' since the software for the AR stuff isn't there yet, but the focal length was very far (which was cool) instead of being "painted on the glass," so at least some of it is working.

My guess is that Occam's Razor holds true again: they're telling the truth, and are supply-constrained on HUD parts.

Why would they cover them up? Who knows; perhaps they want to wait for a later software release, or perhaps those HUDs are only partially built because of those same supply constraints as they prioritize DEs, etc. That would also make sense, since delivering a 'mostly done' car to a showroom is fine, and you can fix it later; for a buyer, that would be very not fine.

I respectfully disagree re: HUD constraints being material non public info. They could just make a bunch of GGTs with no HUD and make-up any “material” argument. There are plenty of folks in this forum who’d gladly wire $100,000+ for a HUD-less Gravity. The real MNPI is whatever the true causes are behind their inability to make the Gravity at scale and, therefore, sell it, even without HUDs, to make money. Clearly, just my opinion. HUD isn’t materially slowing down deliveries….if I were an investor, I’d want to know why they’re not making Gravity at any scale.

Again, we have to wait until their August earnings call to get real info.

 

[borski]

I respectfully disagree re: HUD constraints being material non public info. They could just make a bunch of GGTs with no HUD and make-up any “material” argument. There are plenty of folks in this forum who’d gladly wire $100,000+ for a HUD-less Gravity. The real MNPI is whatever the true causes are behind their inability to make the Gravity at scale and, therefore, sell it, even without HUDs, to make money. Clearly, just my opinion. HUD isn’t materially slowing down deliveries….if I were an investor, I’d want to know why they’re not making Gravity at any scale.

Again, we have to wait until their August earnings call to get real info.

We don't know they aren't making Gravity at any scale; in fact, I suspect they are making many, as evidenced by @Adnillien's flyovers. All we know is they haven't delivered many yet, not that they haven't produced many yet.

As for why? I have no idea.

Your point re: the HUD supply constraints not being material is an interesting one, and I'm not certain, but I suspect that having to change the delivery date of HUD vehicles does change how an investor would view the stock and sales, and thus is not something an exec could lie about and get away with easily.

Either way, I trust Nick and see no reason he would lie about it.

But I do see your point, and agree that we'll have to wait to hear any real info (potentially, anyway) as to what happened.

 

[CentralGAev]

So I and been trying to make a change to my GGT order for the last three weeks. I was not getting any reply from my SA. I finally called today and found out he left the company several weeks ago. I was quite disappointed that Lucid had not reassigned my order or forwarded my emails. My new was quite nice. He said I have been assigned to a batch for delivery. Which means 8 weeks….or so before production. We shall see.

 

[HC_79]

I respectfully disagree re: HUD constraints being material non public info. They could just make a bunch of GGTs with no HUD and make-up any “material” argument. There are plenty of folks in this forum who’d gladly wire $100,000+ for a HUD-less Gravity. The real MNPI is whatever the true causes are behind their inability to make the Gravity at scale and, therefore, sell it, even without HUDs, to make money. Clearly, just my opinion. HUD isn’t materially slowing down deliveries….if I were an investor, I’d want to know why they’re not making Gravity at any scale.

Again, we have to wait until their August earnings call to get real info.

You do realize it's not just the HUD causing the issues on the NA models? It's the NACS booster also, hence why we're seeing more Gravity's in the flyovers destined for KSA. It's not that Lucid isn't making Gravity's they're struggling to make NA Gravity's. If rumblings on the internet are true, the power outlets could be a problem also. HUD and NACS parts issues have been confirmed by Lucid, power outlets is rumor.

 

[Ron_Burgundy]

You do realize it's not just the HUD causing the issues on the NA models? It's the NACS booster also, hence why we're seeing more Gravity's in the flyovers destined for KSA. It's not that Lucid isn't making Gravity's they're struggling to make NA Gravity's. If rumblings on the internet are true, the power outlets could be a problem also. HUD and NACS parts issues have been confirmed by Lucid, power outlets is rumor.

I do realize all of the above. There’s no way they can’t get the “power” plugs for the cars - that’s absurd. Next, we’re going to hear there’s a paint shortage so they can’t paint them…There are also 100+ NACS Gravity sitting in AZ based on last flyover - so I feel good about that. Presumably, those have whatever parts they need, yet they are still on the lot.

 

[Bdr100]

You do realize it's not just the HUD causing the issues on the NA models? It's the NACS booster also, hence why we're seeing more Gravity's in the flyovers destined for KSA. It's not that Lucid isn't making Gravity's they're struggling to make NA Gravity's. If rumblings on the internet are true, the power outlets could be a problem also. HUD and NACS parts issues have been confirmed by Lucid, power outlets is rumor.

Also midsized 21/22/ wheels are rumored in short supply.

 

[zain]

I doubt Lucid has said anything official, but has anyone heard anything about when 5 seat models will start being produced? I know that Lucid say they were going to focus on fully optioned Gravity builds first, which implies to me that anyone ordering a 5 seat model will have to wait a while. But I'd love to know how long that wait might be.

I asked my SA in Southern California about the unassigned VINs and what options are available right now. He said:

Yes, there are vehicles that are:

- Green / Black with Tahoe interior

That are being built as we speak for expedited availability
A vast majority of the vehicles that are available are Green / Tahoe / All options other than the Tech/power package

We do have some units that are DreamDrive Premium, standard audo, power pack, and 5 seat layout as well

So, it seems like they ARE building 5 seat models already as well.

 

[HC_79]

Next, we’re going to hear there’s a paint shortage so they can’t paint them

Well......

 

[illopp00]

Well......

View attachment 29580

Buy a black one and Color PPF change it

 

[Ron_Burgundy]

Well......

View attachment 29580

Well played.

 

[Ron_Burgundy]

I may have missed it, but has anyone else here gotten a pre VIN and been told their Gravity has been assigned a batch number? Appears to be what happens just before production starts…but again, hard to really know what’s going on. We all know they’re built in batches.

 

[9point81]

I may have missed it, but has anyone else here gotten a pre VIN and been told their Gravity has been assigned a batch number? Appears to be what happens just before production starts…but again, hard to really know what’s going on. We all know they’re built in batches.

I had pre VIN for 2 or 3 weeks, then next thing I knew I was in production. No mention of batch to me.

 

[bmincey]

Mine shows in-production with a VIN assigned. its been about a week now. haven't heard any other updates yet.

 

[Kvothe89]

Mine shows in-production with a VIN assigned. its been about a week now. haven't heard any other updates yet.

Same for me. VIN assigned and car is supposedly built, but no word on delivery yet.