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https://www.cnbc.com/video/2026/08/05/lucid-ceo-silvio-napoli-next-capital-raise-will-be-very-positive-for-investors.html

But how many people want a 3 row car that can go insanely fast?

Sporty Gravity is such a gimme. An outdoorsy vehicle that is big enough to cart the family around is such an established market. How many wagoneers, rivians, g wagons, etc do you see in wealthy neighborhoods? Plenty of people want a mini van, I see it all the time where I live. But I see a lot...

I’m 90% sure ChatGPT codex could do this if your business account has that

So Claude Code can fully interact with your computer. So I have a browser connection to my Home Assistant. And I can ask Claude to control my browser and fix things. Occasionally I have to copy and paste a bit of code or change a setting, but it does a LOT of the work for me. I have also...

Some of you aren’t just dreaming home assistant automations into Claude Code every day and it shows. Do I know what yaml is? No. Do I have several yaml things running at all times? Of freaking course I do!

When a company executes in the face of short sellers, even lying unethical shortsellers, the upward moves are even juicier. Lucid has had execution problems and so the short sellers have been happy. If they want to screw over the shorts, they should focus on execution.

I like the chart showing the seats. I don’t like the seat belt.

I remember when he was “not arrested” and couldn’t leave a hotel for months until they did see eye to eye. MBS is the most famous and prominent and powerful Saudi Figure. But Al Saud is the SECOND most prominent Saudi to US investors. It’s hard to imagine Al Saud, after his personal harrowing...

I would definitely read into it. It’s a big signal that the Saudis still like Lucid. They aren’t just tolerating them. There is 1 existential threat to Lucid above all else. And it isn’t low delivery numbers or bad software. It’s that the Saudis decide to write off their investment. Thats...

Even better

How will he get across the Tennessee/Kentucky divide?

The Atlanta service group is AWESOME!

Didn’t Elon say it’s because it’s badass? In some interview. I know he said that’s why they say it’s “bulletproof.”

I use Drift in my air and my wife likes it

Just logically, it’s not like Lucid’s issue is burdensome debt payments. So why would they go into bankruptcy?

Going private would make a ton of sense. Clean things up behind the scenes and go public when on stronger footing.

Did this turn out to be a thing?

I agree. It seems like Lucid is focusing on operations, improving finances, customer relations, AND technology. It’s everything we all complain about.