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Patience is thin when all the growth capital is getting vacuumed up by AI and the narrative is that China has already created a global race to the bottom on EV's due to their industrial policy. Doesn't change the reality of building a new car company, but it does change the context they compete...

That's what attracted me to Lucid as well, a fresh take, honesty and the willingness to push the envelope instead of being just another car company. But here we are. You can have great authentic people, with the right motivations and great talent. But at the end of the day you need to put...

Agree transparency is good. It builds customer trust. Fundamentally my opinion is Lucid's struggles right now are mostly due to damaged / eroded customer trust. And I think Silvio knows that from his background. So I don't think it's something as trite as that. Clearly Emad was working on...

That could certainly be an interpretation, but I think it's unfairly shallow. (Why take the thing that makes a company remarkable and throw it out?) I mentioned in another post, but it could be collateral damage. One interpretation of why some of Lucid's business decisions seem boneheaded is...

That's right, you might fire / push them out though if they aren't aligned with the strategic goals.

Training the next self driving model, while self driving, while you are in another reality - what could possibly go wrong! Knowing nothing about what's going on, and presuming competence. The only other interpretation I have is that Silvio identified there needed to be a cultural shift and...

They could always pivot to perpetual motion rolling datacenters...

I bought into the vision because it seemed like there was a commitment to technical leadership, Bought into Lucid the car and as an investor on the vision.. That said, there are many examples the world over where the technical leader is not the business leader. And $$ pays the bills. In the...

Did it come with ice?

I want champagne

Maybe Silvio has something else in mind for service model, but can't implement anything until he's in. At the very minimum, he needs to win over Lucid's employees first - and even if he know what he wants to do: There's going to be the first 30 days "listening tour" to make sure everyone feels...

Trading, not investing going on. Basically Lucid makes it or it doesn't. Everything else now is noise. Maybe the additional shares hit the market and got loaned out to short?

If you buy the story - which seems reasonably grounded in facts. They have the tech to produce EVs with high utility with a lower BOM than competitors. The differentiation to me is the same as the original vision - packaging. Smaller form factor + more usable capacity inside class leading...

Clearly they need to execute on Cosmos. I guess what I am saying is: If a company should valued on what it will be and not what it was, entering at 2.5B valuation as a "bet" the new management can get it together having already established that they can design / engineer a differentiated...

So you know the saying that in Football / Basketball etc that mindset should be: the 2nd half starts 0-0? I've been playing with this framing. If you as an investor could get in now with Lucid at a $2.5B Valuation - that seems like a steal given that: 1. They've already delivered products...

Guidance seems like very conservative forecasting from an interim CEO who owns the number this year and wants to under promise / over deliver instead of what they've been doing all the way till now. Needs to win over credibility and has no benefit to pump the stock at this stage. Would be...

A thicker coat of paint (clearcoat) just means it can be polished more before you run out of it. If you don’t have enough clear, you can’t polish further without repainting, which is expensive. The thickness of the clear is more with regards to fine scratches like swirls. Anything that is...

Welcome to the Lucid movement! Name: Patrick Wang Referral code: SU5XF4DI Use my referral link (code: SU5XF4DI) to buy the award-winning Lucid Air and get up to $1,250 vehicle discount or rebate https://lucidmotors.com/configure?referralCode=SU5XF4DI Feel free to DM me if you have any...