Lucid Autonomous Driving Future

[FirstLucidFL]

If Kyle is already saying this about Rivian, what do we think the future with Lucid is going to look like? Lucid seems to be behind Rivian. Yes, yes to all the people about to keyboard warrior that Rivian's don't have Lidar, but they said they will ship Rivian's with Lidar next year. So no differentiation in the future with hardware. They're building their own chips now and they are already demonstrating beta versions of their "FSD" system. Where is Lucid's road map?

For those that don't want OOS, Kyle talks a long time, watch on 2x and you'll be fine. He is excited for the future of Rivian but finds himself driving his Tesla's because of the end to end autonomous driving. Says in the current state (obviously beta version) that Rivian's system is terrible in the overall market. You can even see in the video midway through the car really struggles with merging and obstacles it seems.

 

[nashvillelucid]

I believe Lucid is depending on Nvidia to deliver an autonomous solution? They are attempting to begin with a finished fully automated system. It seems ambitious but Nvidia has accomplished some very ambitious things.

 

[thyname]

I know this is pretty controversial, to the point of being a blasphemy, but I personally don’t care about self-driving, autonomous driving, FSD, whatever it’s called. I like to drive myself. And I can afford to Uber if I don’t want to drive for some reason. Thus owning a Lucid, the best driving car I have ever owned.

Before you ask me to “try it”, I have. Before I leased my Lucid 10 months ago, I owned a Tesla Model X, and before that, another Tesla, MYP. So I am fully aware

 

[exelon]

I got the dream drive pro, but honestly dont care about it much more than being able to set it on highways. I had FSD on my Tesla, but I barely used it. When I did, it would always do something that scared me, like braking suddenly, being indecisive pulling out, or just pulling out in traffic and not moving fast enough, so it was not realiable. Even when a person is driving, i always watch the mirrors and look around. I like driving myself. That said, some people really should use automated tech because they are texting and driving.

It would all be nice to have in the 5-10 years when it is safer, but even the Tesla FSD, which is the most advanced consumer system, is no where near safe enough. It is fine for mature people who know to be more vigilent, but not for people who think they can just play games while behind 2 tons of steel going 75 mph.

 

[Buffalo Bob]

I too love driving my Lucid, but as I slowly slide into decrepitude, I like the thought that autonomous driving will eventually be able to pick up the slack for me, and thus keep me on the road for longer than I otherwise could.

 

[HC_79]

Hence why Lucid partnering with Nvidia is the smartest choice in the current state of the companies life. Nvidia has years of experience with this so Lucid should be able to come to market with this on similar timelines. Keep in mind, Mercedes L3 system is running on Nvidia and it’s the only true L3 certified ADAS system operating in the US.

Personally, I think Rivian is biting off more they can chew. They’re taking the Tesla / Apple approach with doing everything in house before they’ve even proven to be successful in mass market production. They’re going to hemorrhage cash not just in mass market production but now ADAS / Autonomous driving. I guess with high risk comes high reward but they could also abysmally fail.

 

[Gravitas]

I know this is pretty controversial, to the point of being a blasphemy, but I personally don’t care about self-driving, autonomous driving, FSD, whatever it’s called. I like to drive myself. And I can afford to Uber if I don’t want to drive for some reason. Thus owning a Lucid, the best driving car I have ever owned.

Before you ask me to “try it”, I have. Before I leased my Lucid 10 months ago, I owned a Tesla Model X, and before that, another Tesla, MYP. So I am fully aware

Same here. I don’t understand the obsession with autonomous driving. I would never trust it. My X5 has enough driving assistance tech for me. And most people don’t use driving assistance most of the time. I don’t.

Lucid decided to use/license Nuro for their autonomous driving tech instead of investing billions on custom chips, firmware and software. In a recent interview, Marc Winterhoff mentioned that their focus is on Gravity, getting Mid-Size ready for May/June 2026 reveal, and then production ramp up soon thereafter.

Most cars will eventually license their autonomous driving suite from somewhere else. Even Apple uses Google Maps!!!
Doesn’t make sense to spend billions when Nuro, Waymo (Google), Zoox (Amazon), SuperCruise (GM), Comma.ai, FSD (Tesla) are already doing the hard work. I wish Rivian all the best. They’ll need it.

 

[HC_79]

Lucid decided to use/license Nuro for their autonomous driving tech instead of investing billions on custom chips

I don’t know where everyone got the idea that Lucid had done a partnership with Nuro for software. The Uber / Nuro partnership is literally Lucid providing the Gravity. None of us are getting big ass Nuro hats stuck to the top of our cars like what Nuro is doing to the Gravity. It’s a commercial system, not consumer.

Lucid has partnered with Nvidia for ADAS / Autonomy features on the consumer side.

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[tarator]

I don’t know where everyone got the idea that Lucid had done a partnership with Nuro for software. The Uber / Nuro partnership is literally Lucid providing the Gravity. None of us are getting big ass Nuro hats stuck to the top of our cars like what Nuro is doing to the Gravity. It’s a commercial system, not consumer.

Lucid has partnered with Nvidia for ADAS / Autonomy features on the consumer side.

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I looked around on Nvidia DRIVE AV website and I don't see any Nvidia autonomous software being mentioned. It seems that they are providing just the hardware, OS, libraries, and nothing else.

P.S, It seems that I was wrong: https://nvidianews.nvidia.com/news/nvidia-uber-robotaxi

 

[sri]

NVDA partnership is good. But that is leaving Air and Gravity behind till some tome 2026/2027. Which intern mean current owners dont get this stuff. May be 90% of owners purchased vehicle not for L3 but at least 1% purchased for what they promised. This exactly opposite of what Lucid is doing for what i purchased vehicle for.

 

[Gravitas]

In addition to Lucid’s existing autonomous driving suite, there’s a plan to integrate with Nuro’s driver. There is still more work to do to enable more autonomous driving capabilities.

See excerpt of AI summary of video below.

“The current gating factor for broader rollout of their autonomous solutions is the finalization of development, integration of the Nuro driver, validation, and regulatory hurdles…”.

 

[Dolphins4ever]

Lucid got $300M payment upfront to make a fleet capable L4 system using nuro hardware/software. If Nvidia was to do this, they would likely have gotten the check. This is selling their software Adas integration expertise for a robottaxi gravity fleet probably with a little pressure from Saudi who invested big in uber early and owns Lucid.

I am not a software guy, but my understanding is integration is usually a nightmare - please correct me if this is wrong. Since Nvidia has been used and has Adas designed chips that hardware integration seems like it is straight forward, but is getting nuro sensor suite and their software into the gravity and for fleet wide scale and … seems daunting to me especially in the backdrop of a less than stellar gravity rollout (hopefully fixed now!) and continued management problems and organizational challenges occurring. In the backdrop of their business focus of earth development, this whole partnership seems like a huge distraction. The $300M is nice and having uber partnership is validating, and beneficial for laying the groundwork for more partnerships, but in my humble opinion as a ceo/founder they have money from Saudi and validation through executing on your core business is key to success.

 

[patriots328]

I don’t know where everyone got the idea that Lucid had done a partnership with Nuro for software. The Uber / Nuro partnership is literally Lucid providing the Gravity. None of us are getting big ass Nuro hats stuck to the top of our cars like what Nuro is doing to the Gravity. It’s a commercial system, not consumer.

Lucid has partnered with Nvidia for ADAS / Autonomy features on the consumer side.

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Mark spoke about this during the recent Morgan Stanley investor conference. The question was asked at 14:50:

https://edge.media-server.com/mmc/p/xcyqegh6/

What’s not clear is their engagement with Nuro is limited to Uber partnership or will it extend beyond and trickle down to midsize platform for consumer use. The response was really ambiguous. I think will talk more on this during the planned investor in Q1.

 

[L-Dude]

FWIW, now that I've experienced hand's free self-driving, I kinda don't care. Wake me up when it's 100% self driving and never causes an accident.

 

[TahoeMichael]

I generally love driving myself. That said, sometimes I need to get somewhere, and it would be great to work, or to sleep, while the car could drive. Or to have it take me home after a party when I've been drinking. So having the option to engage fully autonomous driving would be great. The whole attentive-supervision-required model that Tesla has adopted for FSD is something that I see no point in at all. Especially when Tesla is so cagey about releasing the kind of data that would allow neutral third parties to assess the safety of the system. I don't put much value in Rivian's announcement that they're going to work on autonomous driving, as for the next several years that's unlikely to deliver anything more than advanced ADAS functionality that requires supervision. To me Lucid looking to other companies to provide them autonomous driving is the smart thing. Neither Lucid nor Rivian seem well equipped to make the investment needed for autonomous driving on their own. And even if they did, they're both years-late in starting their effort. The fastest route to getting usable fully autonomous driving in a car is to keep an open mind about which partner's technology is most viable, and being prepared to license the technology when the time comes. That could be from Nvidia, Nuro, Waymo, or a number of other companies. Lucid would be crazy to make a definitive statement that they're only going to work with one partner, and shun potential other technology providers.

In the meantime, I'll happily continue driving myself. I'm definitely not going to assume that any vehicle you can buy today has the hardware necessary to run autonomous driving software, once that becomes ready for prime time. Surely Tesla's track record of repeatedly having to abandon hope of a hardware platform being sufficiently capable has taught people that.

 

[Tâm]

I know this is pretty controversial, to the point of being a blasphemy, but I personally don’t care about self-driving, autonomous driving, FSD, whatever it’s called. I like to drive myself. And I can afford to Uber if I don’t want to drive for some reason. Thus owning a Lucid, the best driving car I have ever owned.

Before you ask me to “try it”, I have. Before I leased my Lucid 10 months ago, I owned a Tesla Model X, and before that, another Tesla, MYP. So I am fully aware

It's a luxury to pay for a human chauffeur.

Thus, there's a cheaper plan with the future of self driving.

I am more than 200 miles from San Francisco metropolitan in the north and more than 200 miles from Los Angeles metropolitan in the south and manual driving is lots of work for me.

Today's ADAS is very helpful for long distance driving.

In addition, as I get older in my medicare age, my coordination and reflexes are not as good anymore. Thus, the promise of reduction of accidents with self driving technology.

Waymo has provided commercial self driving but I can't buy and bring it home.

Thus, Lucid announced the "eyes-off, hands-off, mind-off" with the upcoming mid-size so I will be able to buy one and take it home (or it takes me home).

Accident reduction is a good goal to pursue.

 

[tarator]

Lucid got $300M payment upfront to make a fleet capable L4 system using nuro hardware/software. If Nvidia was to do this, they would likely have gotten the check. This is selling their software Adas integration expertise for a robottaxi gravity fleet probably with a little pressure from Saudi who invested big in uber early and owns Lucid.

Lucid is making the cars. They are just delivering the cars to Nuro and Nuro is doing all the integration.

 

[doubletwist]

I know this is pretty controversial, to the point of being a blasphemy, but I personally don’t care about self-driving, autonomous driving, FSD, whatever it’s called. I like to drive myself. And I can afford to Uber if I don’t want to drive for some reason. Thus owning a Lucid, the best driving car I have ever owned.

Before you ask me to “try it”, I have. Before I leased my Lucid 10 months ago, I owned a Tesla Model X, and before that, another Tesla, MYP. So I am fully aware

I don't really have an interest in it either, to the point where I haven't even tried it. But I have no problem with Lucid or any other automaker striving to implement it and make it work well for the many people who do want it.

 

[Miami_Lucid_Man]

I had a Tesla for 6 years. I’ve had demos of fsd as recently as earlier this year. It’s impressive but I like to drive. I found myself only clicking on autopilot on highway driving. It’s best on the local roads but not trustworthy around the crazy Miami drivers. I think mainstream true hands off (and regulatory acceptance thereof) is a long way away. There are too many daily situations it still gets wrong and can’t anticipate.

 

[gaskiller]

If Kyle is already saying this about Rivian, what do we think the future with Lucid is going to look like? Lucid seems to be behind Rivian. Yes, yes to all the people about to keyboard warrior that Rivian's don't have Lidar, but they said they will ship Rivian's with Lidar next year. So no differentiation in the future with hardware. They're building their own chips now and they are already demonstrating beta versions of their "FSD" system. Where is Lucid's road map?

For those that don't want OOS, Kyle talks a long time, watch on 2x and you'll be fine. He is excited for the future of Rivian but finds himself driving his Tesla's because of the end to end autonomous driving. Says in the current state (obviously beta version) that Rivian's system is terrible in the overall market. You can even see in the video midway through the car really struggles with merging and obstacles it seems.

Rivian making their own chip needs a lot of capital expense when they need that money for expansion. Recently Marc defended Lucid going with Nvidia. Guess who Apple uses for search- google, Apple initially used intel chips.

Lucid approach is right at this stage. And no car manufacturer will have L4 for another decade at least .

Rivian just needed some hype- the Musk playbook.