Let's play armchair CMO

[coma24]

What attracted me to Lucid is almost entirely centered around the vehicle's performance. I am blown away by what it can do. Between that, the design philosophy, and the superior technology (motor efficiency and software architecture updatable through OTA), I'm all in. What saddens me, though, is that a significant amount of those aspects are of little to no interest to pretty much everyone who has been in the car. They love interior, love the novelty of the acceleration, but that's about it. They're deeply suspicious of EV's (every single one of them) and even if they were, I'm sure they'd simply opt for the lowest price car with a reasonable interior. So much of the nuance just isn't of interest.

How to market the car and the company is a mystery to me, other than perhaps tackling the "I don't like EV's" issue head-on.

 

[vav493]

Apple almost went broke and if it wasn't for the bailout that Microsoft gave them Apple wouldn't be around today. Apple only got a cult following when the iPhone came about. Yes, the iPod was popular but it wasn't really until the iPhone \ iPad that they really started to take off.

People often have a very short memory when it comes to history. They think that the Lucid should be like Apple and Tesla today, but they conveniently forget that Apple and Tesla didn’t become the successful companies they are without facing significant challenges along the way.

I think about this a lot! Amazon sustained significant losses for years (and even disclosed it as part of their SEC filings), yet… after holding steadfast, look at where they are now. Sometimes, I feel the investing population has gotten a bit too enchanted with a generally up-and-up economy (once 2008 was far enough away in the rear-view mirror), and now… it’s grow, grow, grow; more, more, more; faster, faster, faster - otherwise you’re considered a “failing” investment.

 

[borski]

I think about this a lot! Amazon sustained significant losses for years (and even disclosed it as part of their SEC filings), yet… after holding steadfast, look at where they are now. Sometimes, I feel the investing population has gotten a bit too enchanted with a generally up-and-up economy (once 2008 was far enough away in the rear-view mirror), and now… it’s grow, grow, grow; more, more, more; faster, faster, faster - otherwise you’re considered a “failing” investment.

Yup. ZIRP did not help.