It's Always Darkest Before the Light...

[dbsb3233]

It's also always darkest before the end.

Oh to have a functional crystal ball to know which it's gonna be for Lucid. Fingers crossed.

 

[dbsb3233]

Yes, I think there is necessary dilution coming, but ultimately, they will absolutely at least get to the point where they get mid-size into production considering so much engineering is likely done. Whether they can scale that with service is the true life or death moment...on top of being sort of 6-9 months behind where most thought they would be with the Gravity, although this year has not been kind of any automaker. Go try to configure a new Model X in the Tesla configurator with an $1800 month lease and try to feel like that is a smart decision...

Sunsetting the $7500 subsidy from taxpayers wasn't gonna impact the Gravity much anyway (it's over the $80k cap, except for the lease loophole). But it'll make the next "affordable" model even harder to accomplish.

Luxury buyers have the money to pay $100k+ and not sweat $7500. Different matter for middle class buyers tho.