Q1 deliveries much worse than expected

[Spaceship]

R2 is a different market. But frankly, a mini me of the R1 might get some hype initially but I’m sure that will die down.

Lucid is engineering a better product.

Different market but the graph I was responding to was for the companies as a whole. As for hype dying down, we can differ in opinion, but I do see the R2 doing quite well for Rivian for the foreseeable future.

Lucid is engineering a great product. Does not necessarily mean a better one. One thing can be great for one person but it does not necessarily mean it will work for another. Two things can both be good at the same time. No need to demean Rivian to boost up Lucid or vice-versa.

 

[AZLucidGuy]

R2 is a different market. But frankly, a mini me of the R1 might get some hype initially but I’m sure that will die down.

Lucid is engineering a better product.

My wife drives a Rivian R1S. Nice truck-like SUV. Poor handling. Constantly needs charging-- gets about 2.2 mi/kWh. Trying to convince her to trade in for a Gravity.

 

[Leftlane]

Not to the same extent as the "AI" gains investors have deluded themselves into believing

I guess I’m deluded by the gains I have in NVDA, PLTR, GOOG, AMZN, AVGO - would be much smarter to have avoided those and just loaded up on LCID since the market has been so narrow that it’s precariously top heavy.

I’ve only been working professionally in asset management for 34 years - maybe investing is just not for me if my goal is to have gains rather than losses.

Be less emotional about defending a stock that doesn’t really have a defendable track record instead of thinking you are smarter than people who have done better in other stocks. It’s possible to like the product but not want to throw good money after bad chasing a hopium story.

 

[Leftlane]

Interesting that a few in the forum constantly spread hate against the company. Why are they even here?

Your own posts are totally schizophrenic about Lucid, ranging from rabid support and defense, to raging against the stupidity of management.

Who says they hate Lucid anyway?

 

[Need4Sleep]

I guess I’m deluded by the gains I have in NVDA, PLTR, GOOG, AMZN, AVGO - would be much smarter to have avoided those and just loaded up on LCID since the market has been so narrow that it’s precariously top heavy.

I’ve only been working professionally in asset management for 34 years - maybe investing is just not for me if my goal is to have gains rather than losses.

Be less emotional about defending a stock that doesn’t really have a defendable track record instead of thinking you are smarter than people who have done better in other stocks. It’s possible to like the product but not want to throw good money after bad chasing a hopium story.

Given that my background is a bachelor's in engineering, a master's degree is in engineering, and I'm currently a practicing data scientist whose literal job is to develop, deploy, monitor, and audit AI pipelines and projects for a living in one of the biggest multi-billion dollar global companies in its field.

Yes, I do think the stock market is bullshit, especially with how it sees Nvidia, Palantir, etc. The transformer architecture behind Claude and ChatGPT is not what the stock market thinks it is.

And also yes, my pension is in diversified funds that extend beyond tech because I can see that this whole "AI" craze is a house of cards built on bullshit.

And also yes, the other engineers and data scientists I work with think the "AI" hype is a bullshit bubble.

I can't wait for it to pop so I can finally show up to work and not feel the urge to drive my head through the wall.

 

[socktucker]

My wife drives a Rivian R1S. Nice truck-like SUV. Poor handling. Constantly needs charging-- gets about 2.2 mi/kWh. Trying to convince her to trade in for a Gravity.

I think the only thing Rivian has in common with Lucid is they’re both EVs. Rivian are trucks. Like, truck trucks. Not luxury, not sporty. Trucks.

 

[HC_79]

Lucid is engineering a great product. Does not necessarily mean a better one. One thing can be great for one person but it does not necessarily mean it will work for another. Two things can both be good at the same time. No need to demean Rivian to boost up Lucid or vice-versa.

100% We can all agree that Lucid has engineered a great product they just simply don't know how to market it or sell it or even repair it in a timely manner. People can shit on Rivian all they like but I see way more Rivian's in SoCal than I see Lucid's so it goes to show engineering isn't the be all and end all.

The R2 being a mini R1 I think is going to do extremely well for Rivian.

 

[Leftlane]

Given that my background is a bachelor's in engineering, a master's degree is in engineering, and I'm currently a practicing data scientist whose literal job is to develop, deploy, monitor, and audit AI pipelines and projects for a living in one of the biggest multi-billion dollar global companies in its field.

Yes, I do think the stock market is bullshit, especially with how it sees Nvidia, Palantir, etc. The transformer architecture behind Claude and ChatGPT is not what the stock market thinks it is.

And also yes, my pension is in diversified funds that extend beyond tech because I can see that this whole "AI" craze is a house of cards built on bullshit.

And also yes, the other engineers and data scientists I work with think the "AI" hype is a bullshit bubble.

I can't wait for it to pop so I can finally show up to work and not feel the urge to drive my head through the wall.

lol - the market cares exactly zero what some random engineers think, clearly. The market is BS - any more insane insights to share, like hold LCID for decades?

 

[Need4Sleep]

lol - the market cares exactly zero what some random engineers think, clearly. The market is BS - any more insane insights to share, like hold LCID for decades?

Which is all the more why I'm so disillusioned by the stock markets and I prefer the company of engineers, machinists, and technicians instead of a bunch of pretentious pricks in suits and ties. So go ahead and go back to ChatGPT telling you how smart you are. When the market implodes, I'll still be building shit because I love building shit. People like you will hop on to the next ego-stroking hugbox. I'll enjoy the silence when the hype dies.

 

[gaskiller]

lol - the market cares exactly zero what some random engineers think, clearly. The market is BS - any more insane insights to share, like hold LCID for decades?

Ladies and Gentlemen, here is a short right here. Trolling Lucid forums.

 

[gaskiller]

Your own posts are totally schizophrenic about Lucid, ranging from rabid support and defense, to raging against the stupidity of management.

Who says they hate Lucid anyway?

You can criticize leadership and believe in the future at the same time. I don’t troll lucid forums spreading FUD every day.

 

[L-Dude]

Interesting that a few in the forum constantly spread hate against the company. Why are they even here?

I don't understand this either. We've got a few people who have become complete trolls bashing Lucid over and over, and "like"-ing every negative post.

 

[gaskiller]

Different market but the graph I was responding to was for the companies as a whole. As for hype dying down, we can differ in opinion, but I do see the R2 doing quite well for Rivian for the foreseeable future.

Lucid is engineering a great product. Does not necessarily mean a better one. One thing can be great for one person but it does not necessarily mean it will work for another. Two things can both be good at the same time. No need to demean Rivian to boost up Lucid or vice-versa.

Not demeaning Rivian. There cars handle bad compared to Lucid. They cut corners in R2 design. Nothing out of the box…pun intended. But that is the direction they wanted to take. Not a drivers vehicle. The fact that R1 and R2 look exactly the same, takes the shine away IMO.

 

[L-Dude]

Yes, I do think the stock market is bullshit, especially with how it sees Nvidia, Palantir, etc. The transformer architecture behind Claude and ChatGPT is not what the stock market thinks it is.

And also yes, my pension is in diversified funds that extend beyond tech because I can see that this whole "AI" craze is a house of cards built on bullshit.

And also yes, the other engineers and data scientists I work with think the "AI" hype is a bullshit bubble.

Why?

 

[gaskiller]

Why?

AI has not proven itself yet. Still makes a lot of mistakes and gives false information. Is the massive expenditure worth it? When will the cost be justified? In another 10 years, 20 years?

I think it’s like robotaxis that Musk has been promising. And humanoids is stupid. Human form is good for making tea, very bad for factory tasks. You need to design robots specific to the task. Dumb building a human form to help manufacturing.

Look at the capex and revenue- 600-700 billion capex in 2026, only 20 billion revenue in 2025. And what if what they invested in becomes obsolete, spend more? They expect 4-7 trillion in spending by 2030. Bubble bursting at some point. It’s unsustainable.

 

[Need4Sleep]

Why?

At the risk of over-simplifying, Transformers (what ChatGPT, Claude, etc. use), are like your phone's auto-complete sentence on steroids. Transformers don't understand the words they spit out, they simply output what sounds like what the next word could probably be.

For example, you and I both know that the sentence "I like apples." and "I like oranges" are two inherently different sentences because we know that an orange is fundamentally and materially different compared to an apple. We know that any thought related to oranges should be related to, say, mandarins or clementines. We know inherently that any thought related to apples should be like fuji, gala, or red delicious. Transformers "guess" what the next word is based on the probability of the next word being somewhat close to the idea of "apple" and "oranges" .

Apples and oranges should not be close to each other when we think about either of them separately.

However, a Transformer will see apples and oranges together within the "fruit" space. So it will look at "fruit" space and think "well, apples and oranges are together in the 'fruit' space, so I think the next word will be blueberries".

It's all just one big probability model instead of a model that has an inherent understanding of the material world. That is, Transformers are meant to sound like they know what they're talking about, but the reality is that they do not have an inherent, material understanding of what they're talking about. It's why if you ask an AI a question about a field you are an expert in, you can spot the hallucinations easily because you have a fundamental understanding of what you're asking about. In contrast, ask an AI about a field you are unfamiliar with, you'll be met with a wall of text that only sounds convincing, but isn't based on anything material in the real world.

It's why AI "lawyers" are getting in trouble for citing laws that never exist. And why Deloitte got in trouble for having its AI cite research that never existed in a government report.

And the way the models are trained, they're trained for engagement, not actual intelligence. It's why ChatGPT will always say "You're so smart!" even when you give it the dumbest idea in the world.

 

[doubletwist]

Not demeaning Rivian. There cars handle bad compared to Lucid. They cut corners in R2 design. Nothing out of the box…pun intended. But that is the direction they wanted to take. Not a drivers vehicle. The fact that R1 and R2 look exactly the same, takes the shine away IMO.

I don't know if you noticed, but Rivian isn't selling Luxury/Sport vehicles. They are selling trucks. They aren't supposed to handle like a "driver's vehicle". But I bet they handle a lot better than most trucks.

And while we won't know until it's actually released and has some sales numbers, I don't think the R2 being a smaller version of an R1 is quite the disadvantage you seem to think it is.

I think, so long as Rivian has built them well and services them well, they are going to sell like hotcakes, and that's a good thing.

There's plenty of room in the market for both a Rivan and Lucid.

 

[sri]

Ready for 5’s, i am suspecting Lucid is on ventilator and final nail will be a screwup on May 5th call. And with Lucid’s history they possible screw it up rather then impress.

 

[socktucker]

Ready for 5’s, i am suspecting Lucid is on ventilator and final nail will be a screwup on May 5th call. And with Lucid’s history they possible screw it up rather then impress.

Yup.

 

[tmichael]

AI has not proven itself yet. Still makes a lot of mistakes and gives false information. Is the massive expenditure worth it? When will the cost be justified? In another 10 years, 20 years?

Replace "AI" with the name "Lucid".

Yes, I think it will be worth it. Dream Ahead!