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  1. B

    Marc Winteroff out

    A new regime! Napoli has taken charge!
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    Lucid wont accept Extended warranty that DIRECT PAYS? WHAT?!?!?!

    While I can understand why Lucid wants to have a control over all repair and body work issues (via a handful of authorized body shops), I hope Lucid has the foresight to broaden their repair infrastructure over time. Otherwise, the lack of 3rd party services will cripple Lucid as it tries to...
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    Possible total loss

    Sorry to hear about your misfortune. Glad you and your dog are safe. Thumbs-up to Lucid for their loaner so you can get to your father's funeral. Hope you will get a proper resolution on all that happened to you!
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    3mo to fix two six inch scratches?

    Lucid is in a "Catch 22" situation. Specifically, > Since there are (relatively) few numbers of Lucids around, they can't afford to have a network of body shops (and Service Centers). > in my main home in Arizona, there is only one authorized Lucid body shop. In contrast, Rivian has 6...
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    Target $0

    I didn't say Lucid cannot make or sell more Gravity and Air. But there will be a significant haircut on FY2026 plans. Clearly, Day Shift can make more than Lucid could sell. The macro-economic indicators (inflation, interest rates, housing market, etc.) are not suggesting growth. I hope I...
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    Target $0

    The 2nd shift layoff is a clear indicator that FT2026 sales are not looking good. I think there will be a significant reset on FY2026 plans. Aug 4 will be Napoli's first appearance at a LCID earnings meeting. It is his first, and perhaps only, chance to set the expectations going forward...
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    Air + DreamDrive Pro: Were We Left Behind?

    DDPro has been very Loooong time in coming, and its current performance lags other competition, not just vs FSD. The Rivian's self-drive is much more reliable and consistent.
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    Marc Winteroff out

    For the elevator question: > first, you ask for the PIN > the you close and locked the doors > you flash error messages to get their attention > then you open the doors a crack and test the IQ of the occupants and see if they can get out
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    A Better Route Planner - EV Road Trip Comparison Tool

    On your R1S, have you tried driving it in "Conserve" mode? If so, could you have made the Chicago to Cincinnati without stopping en-route to charge?
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    Cosmos Prototyping and Production

    I guess we will hear about the Gravity ramp and forecast for FY2026 at the Q2'26 earnings call. The macro indications are not optimistic. Not sure if it is Gravity's early problems, perspective buyers wary about Lucid's execution, the economy or whatever. The recent layoff is an obvious...
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    Marc Winteroff out

    I don't think Gravity's slow sales is recent news. If you follow the lease incentives, the delay in 2027 model booking, etc., the slow sales in Q2 (and likely beyond) is not a new revelation. I think the stock price reflects that. The "positive" of recent exec departure is Napoli is taking...
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    Marc Winteroff out

    They have to get rid of the inventory. Cutting production staff 18% is a clear signal that Gravity is not selling. (at least not to their expectations). There will be financial impairment going forward. It won't look good for a few quarters! The million dollar question si: "is this a buy...
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    Marc Winteroff out

    Frame it! ;)
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    Marc Winteroff out

    Probably the real reason behind rescheduling the AMA last week.
  15. B

    Marc Winteroff out

    Not a surprise. Gravity sale probably not matching expectations. Need to get the house in order first. Fix Service, etc.. Fiscal prudence is absolutely required to ride though this trough.
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    Marc Winteroff out

    The announcement says Lucid eliminated the COO position. For better or for worse, Napoli is exerting direct hands-on management of the company. I think that's a good sign, though the road ahead is not going to be easy.
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    Absurd mobile app battery usage

    Sad, but true!
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    PIN to drive stuck on after service

    Yeah, the PIN request is "annoying" but otherwise benign (I think). Having been in the business of HW/SW/FW development, validation, and releases and made unintentional errors, it sends chills up my spine....I am paranoid about unintended SW/HW/FW errors and wonder what could possibly go wrong...
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    PIN to drive stuck on after service

    I am not surprised! My 2022 AGT is all up to date with SW updates. Over the past 3-1/2 of ownership, I've experienced multiple episodes of the car asking for PIN. After a while, it goes away, but the PIN request comes back periodically, no rhythm or reason. Lousy SW is probably the cause...
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    Thoughts About Negative Posts

    At this stage of the game, with Lucid's market share and volume (vis-a-vis, neither small nor large) Lucid can't afford to have their own service centers all over. If Cosmos catches on, Lucid (Service) will be way under water. Mobile tech is supposed to augment their reach. In reality, the...
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