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It seems that the protection film can affect drivers differently. I have no problem with it but my wife finds it to be very distracting. There are also different types of film which can produce more or less distortion. A good shop will be able to show samples of the various film types on...

I like OOS and think he did a good job of laying out what works well and what doesn’t. And the overall conclusion so far is a positive one. But they really could benefit from some editing.

I dunno. The idea of getting together with a bunch of Gravity off-roaders, hitting the trails, and then road rallying to an approved body shop to take pictures and get quotes sounds cool to me.

Unlocking is being fixed. 3.6.3 was rolled out a little over a week ago for Gravity owners. Not all owners have received the update and some are still reporting issues with unlocking even after the update. It’s an issue that should have never existed in the first place. Lucid over-engineered...

And exactly how will people come to understand this fact without seeing and hearing about its operation and reliability? Autonomous driving is the biggest leap in automotive technology in our lifetime. It’s a capability that many drivers are still trying to familiarize themselves with. Many...

You have to consider the inability to order a new build 26 or 27 Air in the context of what was just laid out on the investor call. Lucid has a surplus of unsold 26 models and that’s tied up a lot of cash. They are scaling back on production in order to sell that existing inventory. Your...

Absolutely. But whatever variant is in the offering, whether it's an outdoor/rugged Gravity or a high performance Sapphire derivative, it's not being counted on adding incrementally to sales or profitability. It was a passing mention on the investors call and appears nowhere in the roadmap...

Actually I think it's working out fairly well for them. They're learning what it takes to build an automotive company; acquiring highly usable technology, and working towards achieving their objective of diversifying an economy that's heavily reliant on oil and gas. If Lucid succeeds there's...

They're scaling back production on the Gravity (and Air). They overestimated demand and lose money on every sale with a gross margin of -105%. Free cash flow in the most recent quarter was -$1,476M. At some point future plans have to reflect the current financial realities of the company...

Silvio Napoli seems to be a pretty pragmatic guy and there wasn’t a lot of ambiguity in his messaging on Tuesday. Short term he has a Herculean task of improving cash flow by $1.4B in 2026. It’s a target that he has to hit and it affords little flexibility. While I have no doubt that R&D will...

Fair point. But Lucid, like most publicly traded companies, is more focused on institutional shareholders than retail ones. And they’ve got one really big shareholder running the board and calling the shots. It’s a reality you have to be comfortable with as an investor. And it may be at odds...

I’ll tell you what would stop them and it’s the cash that they don’t have. The companies current priority is to stop hemorrhaging cash. They need to preserve every dollar they can to bring Cosmos to market and fund the robotaxi initiative.

Sadly you may find that your expectations as an owner may diverge with shareholder expectations. For any company, and by extension shareholders, the focus is always on the next dollar not the last.

They’re sitting on a lot of unsold inventory and are pulling back on production. That doesn’t mean there won’t be a 27 Air. But it may be an awhile.

Agreed. Any short term experimentation has to be done on the cheap. Improving cash flow by $1.4B doesn’t leave a lot of money for playing in the sandbox. If they can stabilize current production and service, scale the robotaxi pilot and launch a problem free Cosmos those will be huge wins...

It’s not exactly a bold or courageous statement. They’ll run out of money long before they’re profitable. Not acknowledging this would destroy Napoli’s credibility.

What’s in the best interest of the company may not be in the best interest of the KSA. Every decision needs to be evaluated through that lens.

Personally I think if you’re aiming for the rugged outdoor market you have to embrace it from the ground up through your initial design. Otherwise you might end up with something akin to the Lincoln Blackwood.

Agreed. Particularly since the current strategy is not to increase production on the Air and Gravity, but minimize the cash burn on each one sold. It's important to recognize that Lucid believes that it has enough cash to get it into 2027. But that plan is predicated on generating $1.4B in...

I was a bit shocked that other than a passing reference there was no discussion of marketing on the investor call particularly given how much unsold inventory the company is sitting on. But having reflected on it a bit I get it. The last thing that the leadership wants to do right now is...