Q1 deliveries much worse than expected

This time we knew it was about the 2nd row seat issue, at least they did the right thing delaying the cars going out with a defect rather than selling them and fixing them later. But yes quality control and supply chain management is a weak spot for sure....
As an owner of a Dec 2025 build Gravity, who doesn't often switch between second row seats up and down, what should I be looking for to identify if my car has this issue?
 
As an owner of a Dec 2025 build Gravity, who doesn't often switch between second row seats up and down, what should I be looking for to identify if my car has this issue?
I believe it impacted 97% of vehicles produced, so safe to assume your vehicle is impacted / needs a fix.
 
The market is so rigged. oil prices are at an all-time high, and Evie’s stock across the board are dropping rapidly. make it make sense
I'm only really watching Lucid, so I can't talk about the whole industry. But Lucid's stock makes perfect sense, no need to speculate about rigging or other conspiracies. Lucid as a company continues to hemorrhage money, and their success depends on entering the mid-market and substantially expanding the volume of vehicles they sell. They continue to plod forwards in their preparation to launch Cosmos, but no real details of that have yet emerged, and the market doesn't like to bet on uncertainty. The stock price hasn't collapsed entirely because there's a lot that we know about Cosmos that might cause one to think a well executed launch could really turn the page for Lucid. But on the flip side, the Gravity's launch calls into serious question whether Lucid is capable of a well executed vehicle launch. And not just on the software side. Hardware quality and supply chain management have caused pretty big issues for the company. So the stock continues to be in a wait-and-see mode.
 
I still can’t believe that it’s 2026 and we’re still burning old dinosaurs for warmth.

I was promised flying cars
A friend of mine is bitter that his childhood dream of being employed as an asteroid miner is nowhere in sight. 🤣
 
I'm only really watching Lucid, so I can't talk about the whole industry. But Lucid's stock makes perfect sense, no need to speculate about rigging or other conspiracies. Lucid as a company continues to hemorrhage money, and their success depends on entering the mid-market and substantially expanding the volume of vehicles they sell. They continue to plod forwards in their preparation to launch Cosmos, but no real details of that have yet emerged, and the market doesn't like to bet on uncertainty. The stock price hasn't collapsed entirely because there's a lot that we know about Cosmos that might cause one to think a well executed launch could really turn the page for Lucid. But on the flip side, the Gravity's launch calls into serious question whether Lucid is capable of a well executed vehicle launch. And not just on the software side. Hardware quality and supply chain management have caused pretty big issues for the company. So the stock continues to be in a wait-and-see mode.

If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
 
If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
The claim (I believe) is that these two models are going to be built with 90+ % similar components.

Given Lucid's history and coming into this (luxury EV mid-size) market 1-2 years later than competitors, why Lucid's strategy make sense is puzzeling!
 
The claim (I believe) is that these two models are going to be built with 90+ % similar components.

Given Lucid's history and coming into this (luxury EV mid-size) market 1-2 years later than competitors, why Lucid's strategy make sense is puzzeling!
I think their main target is bring Lucid down to $5.
Its already April and they didnt show Cosmos yet to public and the car is ready for Production end of this year 😂
 
If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
Rawlinson is on record that an investor forced them to make a sedan as their first vehicle. Maybe the Saudis like sleek vehicles? Without having seen the Cosmos, I have no idea what I think about the design.
 
If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
Aerodynamics, boxy SUVS don’t give you the range
 
I think their main target is bring Lucid down to $5.
Its already April and they didnt show Cosmos yet to public and the car is ready for Production end of this year 😂
Given Lucid's history, an anemic service network, SW bugs, vendor quality control, etc., I have a hard time seeing a good outcome. The mid-size $50k segment will be much less forgiving than the $100k/$150k segments. A lot of times, it is the owner's family's only car. Persistent problems and lack of service will quickly disqualify an entry.
 
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If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
Lucid's entire thesis is driving dynamics and efficiency. A sleeker midsize is a good introduction when they enter the midsize market
 
Given Lucid's history, an anemic service network, SW bugs, vendor quality control, etc., I have a hard time seeing a good outcome. The mid-size $50k segment will be much less forgiving than the $100k/$150k segments. A lot of times, it is the owner's family's only car. Persistent problems and lack of service will quickly disqualify an entry.
There is a good reason why they started with the more expensive models- figure out bugs in software, production and service. So they iron these out by the midsize. This is all expected and not a surprise.
 
The big question is did they iron out these issues. In four years of lower volume higher priced production have they truly laid the ground work for the midsize launch? Do they have a robust, properly sized service network? Have they developed a software team that can reliably launch the midsize on time and stamp out bugs as they appear?
 
There is a good reason why they started with the more expensive models- figure out bugs in software, production and service. So they iron these out by the midsize. This is all expected and not a surprise.

It’s a crazy strategy to piss off your wealthiest early adopter customers, who have the ability to be repeat buyers and brand ambassadors, and just assume they are willing to overlook all their challenges as you go downmarket.
 
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If I was an investor, I'd be extremely pissed off that Lucid is deliberately targeting a smaller market with their first mass market offering. Their investor day presentation (and Kyle from OOS) have made it clear that the Cosmos is a sleeker, less boxy, "SUV".

Sales figures for car companies with a similar split between a fastback and traditional SUV using the same platform show that the traditional model outsells the fastback version by multiple times. See the BMW X3/X4, Audi Q5/sport whatever, Mercedes whatevers.

And, of course, the most damning evidence is that mainstream brands don't even bother with this type of body style. The closest thing might be the Toyota Crown Signia but that's not Toyota's volume seller.

I would love to ask Lucid's product planners why they decided to launch this trio of products in this order.
I'm pretty comfortable Lucid will execute a package that won't be boxy, yet will allow for great interior packaging - they've done it before!

I love pulling up next to an X7, sitting lower and having more interior room while my roofline sits about mid-window of the X7.
 
I'm only really watching Lucid, so I can't talk about the whole industry. But Lucid's stock makes perfect sense, no need to speculate about rigging or other conspiracies. Lucid as a company continues to hemorrhage money, and their success depends on entering the mid-market and substantially expanding the volume of vehicles they sell. They continue to plod forwards in their preparation to launch Cosmos, but no real details of that have yet emerged, and the market doesn't like to bet on uncertainty. The stock price hasn't collapsed entirely because there's a lot that we know about Cosmos that might cause one to think a well executed launch could really turn the page for Lucid. But on the flip side, the Gravity's launch calls into serious question whether Lucid is capable of a well executed vehicle launch. And not just on the software side. Hardware quality and supply chain management have caused pretty big issues for the company. So the stock continues to be in a wait-and-see mode.
“Hasn’t collapsed entirely” … Lol it was over $50 with the 1/10 reverse it’s trading at about $.85
That’s a catastrophic COLLAPSE 👍
 
It’s a crazy strategy to piss off your wealthiest early adopter customers, who have the ability to be repeat buyers and brand ambassadors, and just assume they are willing to overlook all their challenges as you go downmarket.
I don't think they intended to piss of any customers - but they have to cut their teeth on a first product. You can't skip that and go right to your second product. :)

I also don't think of their midsize as going "down market". SIze, sure. I do believe they are looking at the BMW iX3 as their competition, not the Chevy Equinox.

GM did it too - Cadillac is the test bed for EVs. If you are going to plow some real money into something, don't put it into a low profit margin product.

50 years ago, it was opposite - the first models from a car company were stripped down versions with hubcaps - then, later on came the full wheel covers, power windows, etc. Car companies started flipping that around the other way a while ago.
 
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