I watched the whole thing. First, I think it's obvious that the OOS guys are just incredibly naive about the business side of running a car company. In particular, not really understanding the difference between an investor event and a media event struck me as just odd. Next, I think Lucid deserves the constant bashing it gets about execution. But I also think the OOS guys are just off about the supposed lack of emotional appeal of Lucid's vehicles. Think they a Lucid has no soul and thus won't appeal to the market, and yet the Air outsells every competitive EV, and most competitive ICE vehicles. The Gravity it's too early to say, but it seems like Gravity sales are also doing well. I think that if Lucid can launch the Cosmos without being beaten up about quality, then the company's strengths will sell a lot of vehicles.
On a different note, I found the discussion of technology advances increasingly starting to happen in the mid-market vehicles to be interesting. I don't know what I think that will do to the more expensive luxury segment that Air and Gravity play in. I think we're at a moment where the EV industry (at least in the USA) is just getting started in the mid-market, and so the premium segment still has a lot of appeal. But if a mid-market Lucid is more technically advanced than the Air/Gravity, costs half as much, and is missing very little, will I still think that a Gravity makes sense to buy? Near as I can tell, the Cosmo will sacrifice space due to being a smaller vehicle (while still having class leading packaging), will have a slightly less refined suspension (while still having class leading driving dynamics), will have a slightly less good display screen setup, will probably (?) have somewhat less range (while still having very fast charging), and will offer better autonomy. Will I really want to spend twice as much on a Gravity once product launches are done and the mid-market competition is more established? This isn't a question about Lucid alone, as other companies are also launching the best technology in the mid-market.