A number of people here seem to have the impression Lucid somehow planned to not be able to deliver HUD, and set up orders with it knowing they’d eventually have to pull it.
You all get that’s not how this stuff works, right?
My guess is up until a week ago, Lucid thought they were fine on delivering vehicles with HUD in large numbers. They likely had the parts contracts lined up, etc.
Then something changed. That’s life. That’s business. You react. You adapt. You make the tough call to ship with something missing rather than wait another year or more to start delivering cars.
And yes, that pisses some people off. Anything they did was going to piss some people off.
The goal is to make the decisions that piss people off the least while still accepting reality.
Given that frame, I think telling customers HUD is no longer going to be possible and refunding them the money for the option was likely the least bad of their available options.
I agree, the way they framed the option to get the DE in the same sentence was maybe not the best idea. That was probably better handled as a separate subject.
But if they have enough parts for those 400 or so cars, they might as well ship it in those cars for now. It’s clear the DE doesn’t have enough differentiation to appeal to enough customers. Otherwise it would have sold out by now. This may put it over the top. Selling out of DE is not a bad thing for the company. More profit for the company is better for the whole customer base right now. If you don’t want to contribute to that, that’s your choice. But there’s no question in my mind keeping the HUD on the DE was a good idea.