- Joined
- Apr 7, 2022
- Messages
- 2,121
- Reaction score
- 3,148
- Cars
- Grand Touring
- DE Number
- 0
“You have to take the comparison to when both companies started producing cars and Rivian is off to a better start than Lucid there is no denying that. There was always going to be a 12+ month delay on the Rivian if you weren't an early reservation holder because they had 100K+ orders on a factory that could only output 50K a year. The delay is now longer because they cut the guidance by half so only 25K are coming out this year pushing everyone else down the line. Lucid never had reservations exceed the factory capacity of 34K so they were in a much better position to ramp up production and get ahead of the curve. Yet, Rivian is currently churning our cars faster than Lucid.”
I understand that Rivian is ramping faster. They are building cars half the price of Lucid, but that’s not the point. The point is that the very first ever GT orders are months behind, not years like Rivian. Lucid’s communication needs a lot of improvement, but if you have a confirmed order you can actually reach a DA. Pre-IPO Rivian made delivery promises that they knew they would never meet. In my opinion it was fraud to boost the IPO, of which I am still a holder due to my early order. I still have never spoken with a Rivian DA, although they were supposed to call by Thanksgiving of 2021 with a revised delivery window.
If my 2-4 window goes to 7, I’ll count myself lucky. We live in a world where we accept supply chain issues for everything from baby food to emergency medical supplies. I’m ok that a luxury car may take a few more months for delivery.
I understand that Rivian is ramping faster. They are building cars half the price of Lucid, but that’s not the point. The point is that the very first ever GT orders are months behind, not years like Rivian. Lucid’s communication needs a lot of improvement, but if you have a confirmed order you can actually reach a DA. Pre-IPO Rivian made delivery promises that they knew they would never meet. In my opinion it was fraud to boost the IPO, of which I am still a holder due to my early order. I still have never spoken with a Rivian DA, although they were supposed to call by Thanksgiving of 2021 with a revised delivery window.
If my 2-4 window goes to 7, I’ll count myself lucky. We live in a world where we accept supply chain issues for everything from baby food to emergency medical supplies. I’m ok that a luxury car may take a few more months for delivery.