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I think either option could be in the cards and Napoli’s choice of words was a bit nebulous. And that was likely by design to keep us guessing. But they need to be careful in not contradicting their messaging around production goals and reducing manufacturing complexity. The biggest short term...

I agree with every point you've made. A Gravity Sapphire, if that's what's in the works, doesn't really move the needle. It does however bring some needed attention to the brand so it might be viewed as more of a marketing expense. And the R&D that went into it would largely be a sunk cost...

it’s possible that the Air may be approaching the end of its lifecycle. It remains to be seen if either the Gravity or Air can be produced profitably at scale. The Gravity may benefit from robotaxi possibilities but it’s hard to see a path to profitability for the Air even with parts sharing...

Success is defined by the owner's Vision 2030 plan. There doesn't seem to be a significant investment occurring in European countries at the moment. Any sales that are happening are likely incremental and not a significant source of capital or operating cost.

Maybe. But the Sapphire is built to order and doesn't exacerbate the company's cash burn problems. They've got a lot of current inventory that they aren't moving. I suspect the Sapphire is also a lot closer to a profitable sale given it's price point. Part of the problem facing the company...

Infuriating? The KSA owns over 50% of the company's shares and it's representative has been the Board Chairman since 2023. The company is looking to position itself as a major automaker abroad because that's what it's owners and leaders require. Perhaps it's not the company you thought it was?

The path to profitability is murky at best. It will take years of continued funding to launch and scale Cosmos and there's no guarantee that it will be successful. The short term objective of reducing the cash burn might extend the runway a bit but there are significant headwinds. Investors...

You could very well be right. But it’s also possible that these decisions were undertaken at the behest of the board and/or major shareholder. It would not be the first time that a board established management targets that were unrealistic and unattainable. And when a single investor holds...

I'm guessing not many. But that's not always the objective with a "halo" car. While the Sapphire Air doesn't sell in large numbers it's far easier to align production with demand as each one is built to order. I suspect that this would be the same approach taken with Gravity. But an...

Lucid doesn't have a production problem per se, they have a demand problem. That's the sobering reality confronting the new leadership team. It's good to see the exercise of discipline around production commitments. The prior leadership team was seemingly more focused on how many Gravity's...

Agreed. The engineering advantage that Lucid had over legacy automakers when they launched the Air is shrinking. Couple that with the service center issues and uncertain financial outlook and you have some significant headwinds. As a new car maker one of the first questions prospective buyers...

Jeep buyers come to mind. And Rivian seems to be leaning heavily into being a lifestyle brand like Jeep. And similar to Jeep buyers quite a few will never take the vehicle off road. But they like the vibe.

That’s a bit of a double edge sword. Because right now perspective buyers that might consider future vehicles, and are familiarizing themselves with the company, would see press releases like “we have enough cash to last us into next year.” They would also discover software and service issues...

The exciting colors you see Teslas’ in are likely wraps. The complexity in painting cars in multiple colors shouldn’t be underestimated. Heck just painting a car in a factory can be challenging. It’s the reason the Cybertruck is stainless steel. And while you’re marveling at what Porsche...

Ultimately Lucid’s viability will come down to how it fits into the PIF’s Vision 2030 plan and objectives. You can’t really evaluate the future prospects of the company without understanding the goals of its primary funding source. And the biggest criticism of the PIF is its lack of transparency.

Lucid loses money on every car they sell or lease. Incentives offered to move existing inventory only exacerbate that loss. If your Air is not worth it’s residual value, due to market value or it’s condition, that’s a further loss either for Lucid or BOA. In that context I’m not surprised...

As a current owner of an Air, I can attest to all of the positive attributes of the car. The Gravity seems to have improved upon what was a very good sedan. These are drivers' vehicles that surpass most owners expectations. At the same time this is a new company that is still working the bugs...

It's also going to vary based on the type of film used as manufacturers can have different grades. The ExoShield Sprint film ($500) that I went with is marketed to "weekend drivers." They also have a premium product (GT3+) and an off-road film (Ultra). Each film provides a different level of...

I would imagine that the durability of the film will vary greatly depending on the environment and how frequently the car is exposed to various elements. I live in the dessert where it rarely rains although I have used my wipers on rare occasion with no adverse effects. I’m not sure how the...

I can't speak to the Gravity, but on my Air the film extends about a third of the way up the glass canopy. My recollection from the install is that was the full uncut length of the film. While it was possible to use another piece to cover the entire canopy there didn't seem to be much benefit...