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In his video posted to YouTube on April 7th, Tom Moloughney said "the official media event" would be "next week."

And, at around 1:13:45, he specifically notes that, to implement this new design, "you're dealing with certain components that we never sourced." This could explain why they were able to do a limited production run by late December, but nothing further for a few months.

I think you're right. And the tactic makes sense for Lucid: given that (1) they "are expecting to be capacity constrained in the first couple of quarters" and (2) "a significant portion of the [existing Gravity] orders have a configured price of above $120k," why not add an even-higher-margin...

Interesting. On a similar note, I had been wondering—nothing more—whether it is possible that the underbody of the 5-seat version is shaped differently from the 7-seat version, again to improve range.

No questions. Love your work, and will watch all of your Gravity content!

What are your assumptions for believing that sales will grow? Again, if someone is unwilling to pay a certain price for a Lucid, that unwillingness should not be affected by an increase in the price of another manufacturer's EV. Also, you are disregarding the fact that Lucid is hoping to sell...

Eliminating the EV tax credit would dissuade some consumers who would otherwise have leased a Lucid. It would also dissuade some consumers who would otherwise have bought a lower-trim Gravity outright. Both of these effects would be bad for Lucid. And I doubt that bad effect would be...

Back at the technology day on September 10, he said that the Atlas motor could be used in the Gravity in the future. At the time, that had me worried that we wouldn't see the sub-$80k price point until 2026. But @Bobby told me my concern was misplaced, and I am very glad that he was correct...

On your point about investors, I wondered if perhaps Lucid wanted to put out some "good" news earlier than planned, in an effort to stop the share price's downward trajectory leading up to the earnings call.

I hope lessees do, too!

The Tweet from Nick Twork posted above states that "[o]rders will initially be taken for Grand Touring trim." So, no ordering a Touring until a later date. I'm very happy that they're opening orders, and especially that the Touring will start below $80k. But I share others' disappointment...

If production vehicles will have a NACS charging port toward the rear, should we be surprised or concerned that these "spotted in the wild" vehicles still have the charging port toward the front (same as with the prototypes that have previously been put on display)? Or is moving the location of...

I wish it were possible to tell whether the charge port on this vehicle is at the front (per earlier prototypes) or the rear (which is what we have been told to expect on the U.S. production-spec vehicles).

Start of production in late 2024 has been the messaging at least since the introductory event press release for Gravity last November. You seem to be quite interested in uncovering some sort of problem in Gravity's production process---such as when you speculated that temporarily pulling the...

I am repeating myself, so I promise I will only write this one more time. Beginning with the unveiling last November (if not earlier), Lucid has been very disciplined in its earnings reports and other communications---except for apparently one sales email to @hmp10---to say that the "start of...

Good catch by you earlier in this thread! Glad we can put to rest the theory that pulling the video was evidence of an undisclosed delay in production….

It happens at 1:51, too. And, unfortunately, the accompanying voiceover at that moment is talking about how Gravity is "broadening the attribute diagram of this class of vehicle"---while a Rivian is being shown. Of course they have to go back and fix this.

Notwithstanding your use of quotation marks, that is a journalist's paraphrasing. The company's statements to the market before and after the Pebble Beach event have specified "start of production" in 2024, and analysts don't expect deliveries until 2025. I can't wait for Gravity to arrive...

Let’s not move the goalposts, please. Lucid has not said it plans on “customer deliveries” by the end of the year, but rather the “start of production.” (Early-production vehicles may go to employees, journalists, etc.) I’d like to see an order configurator, too—mostly to see specs and...

I want to be optimistic, too, but they have only promised the start of production this year, not deliveries. One vehicle coming off the production line on New Year’s Eve would be a promise kept!