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Probably the right move for Lucid. Doesn't look good for Rawlinson. A necessary move nevertheless!

aren't most of the volume (85+%) related to leases?

TSLA is below $300 now.

Anyone who has built and shipped HW+SW products would agree with you. The key is proper documentation, disclosure, and a realistic time line to improve or eradicate the known bugs. If you look at Lucid's stop-and-go OTA releases and bugs that surface within hours after an OTA releases...

I don't think anyone is complaining about a methodical managed ramp. But, what is the plan? Lucid is not communicating anything. Can the reservation holders expect their cars in Q1'25? Q3'25? Q1'26?

Tesla gets a SELL rating ahead of its earning call: https://www.msn.com/en-us/money/topstocks/lucid-gets-a-sell-rating-on-wall-street-ahead-of-q4-earnings-but-retail-isn-t-letting-go-just-yet/ar-AA1zJtPS?ocid=msedgntp&pc=NMTS&cvid=135edc9b89194ae5e1360a187b28b8d0&ei=20

Earning call is today. Hopefully, we will find out more. NASDQ is in free fall this morning. TSLA is heading to $300, perhaps below. All EV stocks are falling because of the current administrations' policies. Irrespective of its competitors, Lucid needs to be more forthcoming in actual...

I don't disagree that international trades should be fair. Nowadays, competition is international. Staying competitive means better R&D, better products, staying one-generation ahead, not just tariffs. Even if tariffs protect the US domestic market, if US products are not competitive...

I think the competitive threat from the Chinese EVs is not just low pricing. Look at the high-end EVs that are full of technology and luxurious cabin appointments....OoS China EV episodes. There is nothing that stops these foreign EV manufacturers from building factories in the US or Mexico...

This posting (below) is about the fast evolving EV market and world-wide EV innovation and competition, especially in China. Tesla is losing ground, fast! While we all believe Lucid has some good technologies with respect to its power-train, efficiency, and cabin design, Lucid's current...

I am not throwing shades on Lucid's technical capabilities RE: powertrain and cabin design. They do a good job on those fronts. My first encounter with Lucid was watching a video of Rawlinson explaining his drive train motors. I was impressed and amused by Rawlinson, geeking out explaining how...

So, in reading all the back-and-forth, I think we are saying: > no, Lucid did not LIE. They are just INCOMPETENT in planning, execution, and communication, correct? Don't we all feel better already?!

While I believe in thermodynamics and entropy, and that the batteries will develop defects and eventual fail over time, I think the EV industry as a whole should endeavor to better understand the degradation mechanisms and practices to preserve/extend/repair the battery in order to extend their...

If it is just for static displays at studios, you are right. If they start letting reviewers do unsupervised drive and reviews, that's a step forward. If the actually deliver to wait-listed customers, that would be the real test!

My understanding is: How fast the battery charges is a function of current, voltage and temperature. In our prior discussions, you said that the charging (at least in the initial low SoC) is constant current. If so, the voltage is a resultant number that is dependent on the current and number...

I need some education here about charging and DCFC charging. > DCFC charging involves high current and produces more heat than L2 charging, right? > Presumably, when batteries are hotter, they are more susceptible to degradation (thermodynamics)? > Aside from getting hotter, isn't there another...

If the GT/Pure/Touring charge at the same current, but the voltages are adjusted accordingly to match the same number of cells, then, the charge rates (using your #s) from 20% to 80% should be similar, correct? If that's true, then we have the same understanding. The original post seems to...

Yes, more cells takes on more charge. That's why the AGT and DE can charge at a higher kW. But when normalized to SoC, is there (should there) be a difference in how fast the different trims charge to a given SoC?

I think you meant 200kW, not 200kWh. The Pure has a lower ceiling of charging Wattage than the AGT, correct? I thought it is 225 or 250 kW. That said, according to @Adnillien, all the Airs use the same battery pack. The differences is in the number of packs. With fewer kWh batteries in the...

Let me add one point: > I have had situations where after an OTA, my mobile key would work better or be disabled. This suggest to me that there are SW contentions that affects the mobile key as well.