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QuantumScape SSB's are trending much better IMO. VW backed, and commercial deployments into Ducati bikes as they scale into mass production with their patented ceramic coating.

Exact same boat, I bought in on the SPAC, and sold 60% at $55, so I'm def in the black, so I'm just letting what's left ride because it doesn't matter if it goes in the ground or if it can grab on, maybe a second upside in a few years. But I'll never buy another car considering my first...

Agreed, it's just not my jam, but I'll grab the stock when its getting low like Lil'Jon

OMG I'd never drive a tesla :)

again the convo is limited to cars, and I'm saying there is more diversification with various BU's in Tesla

you're limiting the scope of this to just ADAS, and I'm saying there is so much more that Tesla is well positioned for, my position has more than doubled since I got in, and I believe it will keep climbing. You can debate the why and what they do, but at the end of the day, more people are...

I never thought I would buy TSLA stock, but when it dipped to $200, I went in. This is constantly debated among the analysts, how should Tesla be viewed, are they an auto mfg or a tech company who also does autos? I think there is a ton of opportunity for them, from an energy perspective...

completely aligned on your thoughts here :)

it's purely LTE, no 5G this has been confirmed.

Thank god they built them with LTE!

there should be a class action suit against all these companies who sold ADAS equipment and what is happening now

I have had plenty of power outages at my house where I would have the opportunity to drive to a SC that wasn't impacted, this was the primary scenario I was expecting with V2H charging if/when it's released in 2030.

IF AM does use Lucid in their cars, that is exactly the type of business model I think Lucid will look to replicate.

Fair point but my prediction is Lucid is struggling so badly they are going to either get bought (which is the least likely IMO) or they are going to pull back from B2C and be more of an OEM supplier for battery and drivetrains B2B. Maybe they will keep the Air/Gravity/Earth models but given...

Personally I would probably use MacGuires but I would only use it if something happened, generally you don’t need to treat them especially for something this new

I highly disagree with calling their interior leather partnership a best of breed based on all the threads about the cracks and breaks.

So both of you guys are of the opinion that Lucid from the outset never intended to build FSD in house? Their entire goal was to find a partner? That completely goes away from them being a vertically integrated provider, their whole launch and ramp was around their softwares capabilities...And...

They are "compromising" speed to market since they couldn't get there on their own, for the premium Nividia is charging them.

So what this means for Lucid is the company who's slogan is compromise nothing, and who entered the market leading with the software and UI for ADAS, is now outsourcing the biggest feature of their GTM strategy....can't go wrong!

While you are adorable, my initial statement said “identified”