Cosmos incoming ……

[prgarg]

Mini-Gravity.

Fisker Ocean

 

[fadooly]

I think starting with Saudi would be a smart move. It's a much smaller market than the US, so it would be easier to cover fully, learn from, and iron out any shortfalls or glitches before taking on the bigger market.

That said, I expect the opposite will happen. My guess is they'll ship to the US first and set aside a limited number of cars for the GCC, mainly for VIPs

 

[fadooly]

BTW Cosmos is going to be a beast int terms of processing power.

Lucid Gravity has a dual NVIDIA Orin processors providing roughly 500 TOPS only and Lucid Air has 254 TOPS

feel free to correct me

 

[Need4Sleep]

I wonder if the frunk opening will be like the Gravity?

I notice that the camo up front abruptly cuts when you look at it from the bumper, but it's continuous when you look at it from the hood.

 

[The_Don]

I think starting with Saudi would be a smart move. It's a much smaller market than the US, so it would be easier to cover fully, learn from, and iron out any shortfalls or glitches before taking on the bigger market.

That said, I expect the opposite will happen. My guess is they'll ship to the US first and set aside a limited number of cars for the GCC, mainly for VIPs

I think they're going to build cars for Saudi Arabia customers until they feel like they have the production line/supply chain dialed in. Such production will occur by the end of Q2 2027, with them opening up to other markets in H2 2027.

Exact quote here: "The final stage of prototyping is underway, including homologation and crash testing. Pilot production in Coolidge is entering its final build phase, including know-how transfer to AMP-2.....At the stage when the know-how transfer from Arizona, which is now in progress, will be completed, we're going to start producing one, two, 10, 100, 1,000 of our Midsize units to then be ready for complete launch and ramp-up at the end of the year."

They said the AMP-2 factory would be done in "early 2027" and it seems like Cosmos development is wrapping up in the next couple of months. In other words, they are certainly on track to start the production line before H2 2027, hence my thoughts above.

 

[illopp00]

I agree that's Saudi's motive, but it kind of proves my point. If the plan is driven by what's right for the Saudi auto industry, then Lucid's interests are secondary, which is the problem I was raising.

Wanting to be an automaker is a great goal but It doesn't necessarily make AMP-2 the right place to build the car Lucid's survival depends on. As I stated, AMP-2 has only done kit assembly so far, while AMP-1 already builds full vehicles. It's not like the US would be starting from scratch, the plant, the workforce, and the supply chain already exist.

Saudi's interests and Lucid's don't have to conflict. PIF has put billions into Lucid for a reason, and a failed Cosmos launch hurts the Saudi auto ambitions as much as it hurts Lucid. A smarter way to serve both is to prove the car at AMP-1 first, then transfer a proven process to AMP-2. That still gets Saudi its industry, with less risk for everyone.

I'm not saying Lucid should ignore its biggest backer. I'm saying a strategy built mainly for the shareholder's goals, not the company's survival, is a risk.

I thought they already said that the investment to update AMP-1 to mass manufacture Cosmos was not palatable. It's setup for Gravity and Air production lines, they have the test pilot line at Coolidge. Will see how they react going forward, there was some cautious optimism about some momentum building in the US EV market over the next 2 quarters. There is clearly much larger appetite in EU.