Off track? Nah. Clearly this thread is about WinteroffWe do tend to drift down tangential paths, yes. That was already happening halfway down page 1 of the thread. Here we are 6 pages later (now discussing something that's not even remotely tangential).
Tesla is all LTE I think their Sirius is an app isn’t it?
Yes. An app that loses connection often. Drives my senior neighbor batty in his M3.
Yeah, and I've noticed a few Lucid employees on LinkedIn talk about how they've relocated from the US to Saudi Arabia to support AMP2
Of course there are many others in the marketplace. I compared to Tesla and Rivian because they are direct competitors of Lucid in the pure EV space. My point is that Tesla has done very well selling EVs without SiriusXM antenna or HUD.
True, I'd rather see less incentives, simplified options with more standard stuff for helping with support and manufacturing and then you get more desirable specs in inventory to move...
Catch-22. Lucid need revenue, and the only way to do that is by making and selling product. They invest billions in development and production and need a payout from that.
I think they are moving to standardization in some aspects with the 27 models (Gravity is all I can speak to). My sales advisor told me a lot of items that were optional on my 26 are being packaged into bundles on the 27’s. Thus removing some micro customization I think.
I agree on the antenna
This isn't how automotive manufacturing works. You can't just treat an assembly line like a water faucet. Automotive manufacturing is a high fixed cost game driven by economies of scale. Slowing down a line or cutting production skyrockets your per unit costs, wrecks supplier agreements (which usually have strict minimum volume penalties), and destroys your margins far worse than an incentive ever would.
which led to several class action investor lawsuits too
That case is going nowhere, just a waste of everyone’s time and money.
On the flip side, there is exactly one 2026 GGT and one 2027 GGT in the inventory finder that comes at all close to matching my desired config. Neither matches exactly, so both would require me to compromise, which I wouldn't be very inclined to do when spending that much money. My desired config might be weird, but I wonder if their production hasn't been as thoughtfully matched to market demand as might be desirable.I'm hopeful that Mr. Napoli's efforts to have a more direct reporting organization will move the company toward more money and resources to the areas that need it most. Napoli is certainly taking responsibility - I'm giving him the benefit of the doubt.
Aligning production with demand - EXCELLENT!. What on earth was the second shift making, anyway? Seems like allot of inventory on hand already.
I think they do, but all markets have "table stakes". You have to get the basics right for your unique virtues to matter to people.
I don't have any concern about that. Announcing the '27 should be done just as their '26 inventory exhausted and '27s have begun shipping to studios. Otherwise you strand yourself with '26 inventory that you have to put discounts on because many buyers will want the latest model year, even if the changes are extremely minor.
Quick is a good idea. I've seen a lot of leadership changes at companies, and the rip-the-bandaid off approach has mostly been better than changes being slowly rolled out to minimize the disruption.
I thought of that because they announced the 27 Gravity so soon, then someone pointed out the 26 Air last year didn't roll out until August-September I think
