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Cadillac still has fairly weak sales across its EV lineup. 1H 2026 numbers below for reference, sorted by price. Optiq (starts at $51k): ~7,100 Lyriq (starts at $59k): ~7,600 Vistiq (starts at $78k): ~3,900 Escalade IQ (starts at $127k): ~3,200 I know Lucid doesn't break out sales by vehicle...

The point of bringing up Air sales is that it demonstrates demand for Lucid's products. I have no doubt that if Gravity software wasn't a nightmare at launch it'd be outselling all luxury EV SUVs at this point as well. I'd expect a big jump in Gravity sales next year, the first full year of...

I was wondering why we haven't seen many spy shots with SoP approaching, but I guess they probably have a bunch of cars doing testing in Saudi Arabia because that's where the factory is.

This is not true. Also, Tesla sales in 2015 dwarfing Lucid's is not relevant. Name one luxury EV sedan outselling the Air. There are none. Point is, Lucid's sales are actually decent IN SPITE OF their service and software issues. It seems like new executives are increasingly focused on service...

I'm starting to get worried they're going to tell us they're ceasing Air production on the Q2 earnings call (August 4).

I've said this before, but US buyers aren't ready for broad EV adoption until 400+ mile range comes to the masses.

This slide seems to imply it'll be more purpose-built for off roading than the R2, so I'd hope it at least matches on ground clearance!

Yeah I don't think Lucid is going to make miracles happen here. They can only do so much with the Cosmos design if they're trying to make it the most efficient midsize SUV. It'll probably look a little better than the Model Y, while being more capable and offering more luxury. While Cosmos is...

Likewise. Not getting another Air if that isn't fixed (i.e. using Gravity UWB) for the 2027 MY.

This is, without a doubt, the correct approach for them to take. There are a lot of people willing to pay more for range. It'd be a mistake if they didn't offer a high end/long range package. I know this is meant to be a mass-market vehicle, but I'm hoping they allow for premium options for...

Yup, under 350 miles generally will not work for me in the winter. If there isn't a 400+ mile version I'm going to either stick with Air/Gravity or look elsewhere.

This should be coming any day now. Last year it was July 22. Really hoping they pull through with some real updates, namely DDPro2!

The hardware is already in Gravity. At least those with DDPro2. What's confusing to me is whether non-DDPro2 Gravity's have the same chip, or if it's just a sensor suite difference. This chip is meant to get to L2++ with cameras only, so if all Gravity's have it, I don't see why they wouldn't...

Yes Tesla (and maybe Rivian?) will probably be the only one that doesn't need data for at least the next few years because their whole premise is they don't pre-map roads. Edit: Just to add more color, every other car will work temporarily without internet (like in tunnels), but they are...

My guess is visualization will change significantly once they release point to point. Likely something like the attached from investor day earlier this year.

I thought the Sapphire switched to Trofeos? Edit: In either case, I'm on a lease that's ending in January. I wish it came stock!

I wish we could get the Sapphire wheels/tires/suspension on the AGT. I don't really need tri-motor power, but would love stickier/wider tires and a tighter suspension for the twisties. I've gotten my AGT to slide more times than I care to admit on the stock summers.

Having DDPro, it's really tough to go back to doing long trips without ADAS. I recently took one of my sports cars for a wedding 2.5 hours away and started regretting it 30 minutes in. I'm constantly checking every mirror, speed, navigation, etc. All that coupled with a suspension that is less...

This movement makes me think there were a lot of people that thought Lucid was very close to BK

Nice work