Further to this point, here is my quick a dirty extrapolation from Lucid's statements. Since we know that GT reservations > Touring reservations, we can guess what the proportions of reservations are as a function of the number of these excess GT reservations. Given expected production of 12k-14k cars this year, I think that it's not unreasonable that most or all existing Touring reservations could be produced. That is, if they stick to this prediction.
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So a few months ago, I built out an Excel model that estimated production ramp-up and order proportion based upon serial news releases by Lucid that talked about reservation numbers and estimated income. I did this to get a rough idea of when I might receive my AGT and to play with Excel solver for fun. Because the estimated income per reservation kept increasing, it was obvious that the proportion of AGTs to Pures was also increasing.
However, I’ve given up on tracking the model further for three reasons:
1. The model depended upon making an assumption about AGT vs. Touring reservations, and there was never any guidance by Lucid on this. It created a situation with three equations and four variables, so it all became assumption-dependent.
@Sandvinsd, I think you have made solid assumptions re: AGT to Touring proportions.
2. The model itself wasn’t reliable to estimate delivery times because Lucid seems to be handling ex-US production and deliveries in a different priority than US ones. The model therefore can’t fulfill its main purpose, which is to predict when my car will arrive.
3. Finally, it’s because “it is what it is.” The cars will show up when they’re ready and hopefully not too much before or after. Not a lot we can do about it.
However, I’ve been pleased with how the production model is predicting ramp-up. It’s been pretty spot on so far In terms of numbers of Airs being produced and is just based on a sigmoid curve. However, as supply issues worsen, the curve is getting flatter.
I’m happy to share my spreadsheet if you’re interested.