Recent content by DreamTour

  1. DreamTour

    Target $0

    Well I didn't see through it but I missed it all together. Same result!
  2. DreamTour

    Target $0

    I'd chalk it up to the best laid plans of mice and men. When this strategy was made, the EV environment was totally different (incentives, excitement, all boats rising). Things totally flipped (at least in the U.S.). Policy went from supportive to outright adversarial (tariffs). Also I...
  3. DreamTour

    Paintless Dent Repair Recommendation? Gravity - Bay Area, CA

    This is my guy. Metalworking wizard. In Campbell. Makes aluminum look easy. I've only brought small dents, but he can do crumpled fender level projects too. Worked on my Air, but Gravity should be no problem. https://maps.app.goo.gl/yXcqdeJowtrpPFiR8
  4. DreamTour

    Marc Winteroff out

    Do you or anyone actually know if there is for example an off the shelf available solution that integrates with a software defined vehicle (e.g not a dumb subsystem?). What I wonder is if there really was an off the shelf option or they just couldn’t get theirs to work. I know you can get off...
  5. DreamTour

    Marc Winteroff out

    In the absence of a public vision statement from him -> This action I view positivelyfor the same reason you do. Talk is cheap. Look at people's actions to see what's really going on. He's obviously not afraid to own the role and make some quick / needed decisions quickly. Will there be...
  6. DreamTour

    Emad Dlala out

    From my past comment, I'd gather he was told (on saw the writing on the wall) to fire a ton of talented engineers and decided that if this is the direction things are going, you can fire them. I'll take my leave.
  7. DreamTour

    Marc Winteroff out

    I'd frame it less driven as cutting costs and more driven by: Taking the operating model down to the studs to simplify / accelerate whatever decisions needs to be made. Costs coming out is a by-product not the main goal. $100 M of headcount over 1 year is doing nothing to get Lucid to...
  8. DreamTour

    Emad Dlala out

    Having been essentially on a founding team, and being a part of a transition where a new CEO stepped in, and other founders exited. Not finding a role for founders that presumably still want to be engaged is not a desirable outcome IMO. I understand if you want to split hairs, the founders...
  9. DreamTour

    When Are We Seeing Cosmos?

    I'm definitely reading between the lines here, but I feel like the PIF has about faced on Lucid - and to be fair their other investments re: Getting it right v.s. get points on the board. It very much felt like in the early days Lucid was run like an F1 team with a sugar daddy. All about...
  10. DreamTour

    When Are We Seeing Cosmos?

    For better or worse, I feel like the trend with Lucid's designs is that they will be avant guard / acquired taste. Perhaps ahead of its time. They are willing to push the envelope on design - starting with Air's short hood vs long hood convention, and Gravity's is it a minivan or not argument...
  11. DreamTour

    When Are We Seeing Cosmos?

    I'm going to go with - every consequential decision got iced until new CEO gets behind it.
  12. DreamTour

    Emad Dlala out

    I don't think any of us think we are owed anything or there is entitlement. We all want Lucid to be successful and I think we are discussing the prognosis of tearing out a franchise player - perhaps looking for an explanation that reconciles our positive experiences with Emad and how this could...
  13. DreamTour

    Emad Dlala out

    If the parallel is true, and you can make a completely undifferentiated company financially viable - I guess that's an ok outcome...
  14. DreamTour

    Emad Dlala out

    Love the positive spin :rolleyes:
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