I think a lot of such questions will be on the table when a new CEO takes over. I get the impression (and it's only that) that Rawlinson was so focused on design and engineering that he didn't give a lot of attention to revenue streams outside of car sales and licensing (with the latter having produced no big hits thus far).
Other carmakers are certainly playing with the notion of subscription features on cars. Tesla has gone further with it thus far on the strength of what has been, until recently at least, a remarkably tolerant fan base. (We pay a subscription fee for connectivity in our 2021 Model S Plaid.) But other carmakers seem to be poking around the edges to find their entry points into such practices. Mercedes. toyed with a plan to make 10º rear-wheel-steering a subscription feature over the base 4º until they got pushback. BMW tried the same thing with making seat and steering wheel heating a subscription feature. I don't now remember what came of that foray.
If Lucid goes in that direction, I think cellular connectivity will be their entry point. In fact, these sales agreements seem to suggest they're already standing at the door.
