Disclosure: I own shares of Lucid Group (LCID) which are performing poorly and I drive a Lucid Air Grand Touring ( I am stuck with even though I've had so many issues - since the value of the car s terribly low to sell).
I want this company to succeed. That's exactly why I'm writing this and I hope some of the leadership reads it and they should not forget about us customers who help at the early stages by buying the car and trusting.
Lucid sold the Air on three big promises beyond the car itself: Vehicle-to-Home power backup, DreamDrive Pro autonomy, and a "future-proofed" sensor suite worth $10,000. Years later, the scorecard isn't great.
V2H — Still WaitingLucid's Connected Home Charging Station was marketed with "built-in bidirectional capabilities" that would "soon let you power your home." V2V (charging another EV) finally arrived in 2023. V2H? Still no timeline. Owners who bought the $1,200 home charger specifically for blackout backup have been told "not-too-distant future" as recently as late 2025. Ford's F-150 Lightning has had it since 2022.
DreamDrive Pro — $10K for Hands-Free Highway DrivingAt launch, DreamDrive Pro's 32-sensor LiDAR suite was marketed as "fully future-proofed for Level 3." Early buyers paid a $10K premium on that promise. What arrived — years late — was hands-free lane keeping on compatible highways. Meanwhile, GM's Super Cruise, which comes standard on some Hummer EVs at no upcharge, changes lanes autonomously and does it more smoothly according to some DreamDrive Pro owners. Level 3 is now targeted for 2028 — on future midsize vehicles, not necessarily the Air.
"Highway Assist" → "Drive Assist" — Why the Rename?Lucid says it was "to better fit continuing enhancements." The timing tells a different story. The rename coincided with Lucid shifting its autonomy roadmap focus toward Gravity and future platforms, with Air owners increasingly uncertain whether their car is even on that roadmap anymore. Vaguer name, fewer commitments, lowering expectations and not delivering (breach of contract) of whay you paid for. .
The PatternLucid sold hardware ambitions upfront — through option pricing and home charger sales — while the software to unlock them has arrived years late, partially, or not at all. As one owner put it: "Everything is always coming soon. You need to start delivering on those promises or people will simply not trust what Lucid says." The stock performance reflects. Lucid leadership, do something to keep your promises and deliver a car we expected.
Tell me what you think?
I want this company to succeed. That's exactly why I'm writing this and I hope some of the leadership reads it and they should not forget about us customers who help at the early stages by buying the car and trusting.
Lucid sold the Air on three big promises beyond the car itself: Vehicle-to-Home power backup, DreamDrive Pro autonomy, and a "future-proofed" sensor suite worth $10,000. Years later, the scorecard isn't great.
V2H — Still WaitingLucid's Connected Home Charging Station was marketed with "built-in bidirectional capabilities" that would "soon let you power your home." V2V (charging another EV) finally arrived in 2023. V2H? Still no timeline. Owners who bought the $1,200 home charger specifically for blackout backup have been told "not-too-distant future" as recently as late 2025. Ford's F-150 Lightning has had it since 2022.
DreamDrive Pro — $10K for Hands-Free Highway DrivingAt launch, DreamDrive Pro's 32-sensor LiDAR suite was marketed as "fully future-proofed for Level 3." Early buyers paid a $10K premium on that promise. What arrived — years late — was hands-free lane keeping on compatible highways. Meanwhile, GM's Super Cruise, which comes standard on some Hummer EVs at no upcharge, changes lanes autonomously and does it more smoothly according to some DreamDrive Pro owners. Level 3 is now targeted for 2028 — on future midsize vehicles, not necessarily the Air.
"Highway Assist" → "Drive Assist" — Why the Rename?Lucid says it was "to better fit continuing enhancements." The timing tells a different story. The rename coincided with Lucid shifting its autonomy roadmap focus toward Gravity and future platforms, with Air owners increasingly uncertain whether their car is even on that roadmap anymore. Vaguer name, fewer commitments, lowering expectations and not delivering (breach of contract) of whay you paid for. .
The PatternLucid sold hardware ambitions upfront — through option pricing and home charger sales — while the software to unlock them has arrived years late, partially, or not at all. As one owner put it: "Everything is always coming soon. You need to start delivering on those promises or people will simply not trust what Lucid says." The stock performance reflects. Lucid leadership, do something to keep your promises and deliver a car we expected.
Tell me what you think?