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It’s not going to happen overnight and will require more service centers and more trained technicians. Short term the best thing the company can do is not add production problems to the ecosystem.

I wouldn’t read too much into Tesla’s decision to drop the S and X. These are two different companies with different goals and objectives. And even if Lucid were to drop the Air and/or Gravity, those decisions will likely happen several years after the launch of Cosmos and Earth while...

I would not leave this until you turn the car in. By doing so you’ll have no control over the cost assigned to the damage. It could very well be considerably more than the cost to repair it now as Open Lane would have no reason to be conservative in their estimate. You might also forgo the...

The marketing materials being circulated by Lucid refer to these as "limited-edition finishes" which suggests that they will be available at some point in the future. Although if they are 1 of 1 that would be very limited.

I think they are. They can add the GT-S with little disruption to production while continuing to address the company’s short term priorities. The GT-S will likely get some media attention which is helpful provided that the company can produce problem free examples. Anything beyond this launch...

The delayed launch of the Cosmos suggests that’s probably unlikely. While Napoli teased a “sportier” Gravity being unveiled this week, he was more measured in discussing the Cosmos while specifically saying prior vehicles were rolled out before they were ready. An unveil at this time would...

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.