Recent content by charleyscott

Also previously acknowledged by Emad Dlala at 1:13:48 of Out of Spec's marathon HQ visit video: "You're dealing with certain components that we never sourced, and the size. And in this short timeframe, we were able---the team brilliantly, really imaginatively found a way how to still put it in...

No, the simplest explanation is that they want to upsell buyers to the Dream Edition. (To be clear, I have no objection to that tactic.)

Has there actually been any acknowledgment of an HUD supply-chain issue by Lucid? The only supply-chain issue I heard them mention (on the Out of Spec visit to HQ video) was the components to make the rear motor boost the voltage when charging at a Tesla supercharger. I had assumed that was...

In his video posted to YouTube on April 7th, Tom Moloughney said "the official media event" would be "next week."

And, at around 1:13:45, he specifically notes that, to implement this new design, "you're dealing with certain components that we never sourced." This could explain why they were able to do a limited production run by late December, but nothing further for a few months.

I think you're right. And the tactic makes sense for Lucid: given that (1) they "are expecting to be capacity constrained in the first couple of quarters" and (2) "a significant portion of the [existing Gravity] orders have a configured price of above $120k," why not add an even-higher-margin...

Interesting. On a similar note, I had been wondering—nothing more—whether it is possible that the underbody of the 5-seat version is shaped differently from the 7-seat version, again to improve range.

No questions. Love your work, and will watch all of your Gravity content!

What are your assumptions for believing that sales will grow? Again, if someone is unwilling to pay a certain price for a Lucid, that unwillingness should not be affected by an increase in the price of another manufacturer's EV. Also, you are disregarding the fact that Lucid is hoping to sell...

Eliminating the EV tax credit would dissuade some consumers who would otherwise have leased a Lucid. It would also dissuade some consumers who would otherwise have bought a lower-trim Gravity outright. Both of these effects would be bad for Lucid. And I doubt that bad effect would be...

Back at the technology day on September 10, he said that the Atlas motor could be used in the Gravity in the future. At the time, that had me worried that we wouldn't see the sub-$80k price point until 2026. But @Bobby told me my concern was misplaced, and I am very glad that he was correct...

On your point about investors, I wondered if perhaps Lucid wanted to put out some "good" news earlier than planned, in an effort to stop the share price's downward trajectory leading up to the earnings call.

I hope lessees do, too!

The Tweet from Nick Twork posted above states that "[o]rders will initially be taken for Grand Touring trim." So, no ordering a Touring until a later date. I'm very happy that they're opening orders, and especially that the Touring will start below $80k. But I share others' disappointment...

If production vehicles will have a NACS charging port toward the rear, should we be surprised or concerned that these "spotted in the wild" vehicles still have the charging port toward the front (same as with the prototypes that have previously been put on display)? Or is moving the location of...