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    Q2 Earnings Call

    Weren't we already at that point before anything said today? My impression was that they'd previously said they may start the production line before the end of the year, but they wouldn't be delivering any vehicles to customers until 2027.
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    CNET: Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing

    I'm not an accountant. But I do know that the accountants at various companies I've been at have played a lot of games around what goes into COGS, and it is definitely not just a simple measure of material costs and manufacturing labor. I'm an engineer, and at some companies my labor has been...
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    Share Your Feedback - Enhanced Rear Cabin Comfort

    I wonder what the efficiency loss is from conditioning the entire cabin versus just the 1st row, or just the 1st and 2nd. Obviously if you only run the 1st row HVAC, the temperature gradient back to the third row results in there being a different temperature there. But over long periods of...
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    Lots of Gravity inventory in Miami World Center garage.

    My opinion is that the brutal reviews of the poor software quality have held back sales. While the software quality has improved, we have a dearth of new reviews cheering Lucid's progress on that front. I'm not a marketing person, but I think the marketing team at Lucid needs to figure out a...
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    CNET: Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing

    An early look at the robotaxi development: https://www.cnet.com/roadshow/automobiles/inside-luxury-robotaxi-uber-lucid-nuro-are-testing/
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    Lots of Gravity inventory in Miami World Center garage.

    Having no need of a roof mounted cargo box is a big part of the Gravity's appeal for me. I've always found them inconvenient to access, even if they store enough stuff to meet my needs. And with an EV, I'm happy to eliminate any potential range hit from the increased drag they create.
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    Lots of Gravity inventory in Miami World Center garage.

    A '27 GGT with a price of $116800 had an estimated lease of $1769/month in July, and today the inventory says a lease price of $1502/month. That's more in line with the lease terms they were offering on 2026 GGTs before they started trying to clear out that year's inventory. Still, I expect...
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    Share Your Feedback - Enhanced Rear Cabin Comfort

    Eliminating airflow capabilities to the 3rd row area for 5 seat vehicles is a huge disappointment. I hope Lucid reconsiders that in the future. The 2 row Gravity loses a lot of practicality for those wanting to transport pets.
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    Lots of Gravity inventory in Miami World Center garage.

    Service seems to be the #1 issue for Lucid now. My sense is that they are taking the problems seriously, and the situation is likely to improve, at least in the USA. I have little insight into the situation in Europe. It's probably economically challenging to have enough service locations and...
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    Update on Our Next OTA Release (post-3.6.0)

    Dude! It's going to take weeks for you to update with that setup! You need a router with at least 5 antennae, and 6 would be better! 🤣
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    GT 7 Seater 22/23 vs T 5 Seater 20/21s - The Touring has stolen my heart

    Somehow, the experiences of one's youth always feel like they were just yesterday. My first car that was really mine had 165HR13 tires (1980 Mazda 626). I drove the shit out of that thing, and had a grand time. The Gravity 20/21 setup feels enormous to me, and the 22/23 setup looks like...
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    GT 7 Seater 22/23 vs T 5 Seater 20/21s - The Touring has stolen my heart

    Dude! The obvious choice is a Cosmos Sapphire! :p
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    Lots of Gravity inventory in Miami World Center garage.

    Ship it to China, get it repaired, ship it back, takes about the same amount of time as one of Lucid's overloaded service centers. kidding-not-kidding
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    Lucid Cosmos Specifications

    I don't mind the aesthetics of how it looks. To me, the only problem is that it does seem likely to have rotten rear visibility. But when it comes to driver visibility, I probably care about the sight-lines around the A pillar improving from Air and Gravity more than I care about rear...
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    It looks like we have a new step-daddy

    Much though people like Musk bad-mouth short sellers, they do provide a useful contrary view on companies that is a useful part of the market setting a fair price for a company. Musk hates them because his companies are so dependent on hype, and at some level he fears what will happen if his...
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    Lots of Gravity inventory in Miami World Center garage.

    Quite a few of them are labeled "available in 2 weeks", which implies there's a reserve of vehicles at the factory, and perhaps not all of them are visible in the inventory system. They may well be on the verge of having sold all the 2026's, but I also wouldn't be shocked to discover that...
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    Lots of Gravity inventory in Miami World Center garage.

    I don't think they really are. They're just focused on pushing the 2026 models out the door, and the 2027 lease prices are likely to be more attractive when they shift focus to selling those. Possibly as soon as this weekend, since I see the number of 2026 in the inventory page is down quite a...
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    Lots of Gravity inventory in Miami World Center garage.

    I'm in the same boat: I've never leased a vehicle before, always purchased, but I plan to lease the Gravity. I view the finance cost as an insurance premium against residual value risk and Lucid corporate health risk.
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    Lots of Gravity inventory in Miami World Center garage.

    The estimated lease payments between the 2026 and 2027 Gravity have been pretty starkly different. The 2027 has bumped up against $2k/month, and the 2026 had been hundreds less. Right now I see a '27 GGT with a price of $116800, estimated lease $1769/month, while a '26 GGT priced at $116250 has...
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    It looks like we have a new step-daddy

    I'm in the camp that believes the Saudis will continue to fund Lucid as long as there's a reasonable chance of them manufacturing vehicles in Saudi Arabia.
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