This is not true. Also, Tesla sales in 2015 dwarfing Lucid's is not relevant. Name one luxury EV sedan outselling the Air. There are none.
Point is, Lucid's sales are actually decent IN SPITE OF their service and software issues. It seems like new executives are increasingly focused on service and software, which gives me hope.
You are right about #1. I must have glanced at the wrong data. According to Good Car Bad Car, which seems to be a pretty reliable of automotive sales data, BMW sold 10,777 7 Series in the US for the past 12 months. Lucid sold 12,028 total vehicles in that same period. While not as strong, the point still stands that a single luxury car model is almost outselling an entire brand competing in that same market.
I cited the Model S in 2015 for a couple reasons. First, the Model S in 2015 is a representative example of a luxury BEV in the early stages of the market development, and its price and market positioning were similar to a highly regarded luxury vehicle of that time: the BMW 7 Series. I find it interesting that despite its issues and high price, the Model S outsold the 7 Series. Flash forward to today, and all of Lucid, with two cars in a similar luxury price tier as the venerable 7 Series, are so close in sales.
Second, I mentioned that Tesla's Model S sales dwarfed Lucids today, because back in 2015, Tesla was a fledgling BEV automaker who only had that car on the market for about 3 years. Lucid is in a similar position today - a fledgling BEV automaker who has only been selling cars for about 4 years. Today's market is larger than it was 10 years ago, yet Tesla 2015 sales are double what Lucid's are today. Granted the market is a lot more competitive today, but it does not seem like they are on the growth track they need to be.
These two are why I commented that it looks like Lucid is on an out-of-date playbook from the last decade. Back then, Tesla got a lot of grace. Luxury buyers may not be giving automakers the same grace today.
Comparing Air sales is a trick question for a couple reasons. First, the Air is far more mature and stable than the Gravity. It has worked its way through the pain. Second, there are very few similar cars out there to compare with. I could not find i7 sales figures, since they are bundled with all sales. However, until Tesla discontinued the Model S, it was outselling the Air.
I agree that the new executive team is putting focus on their biggest problems. And I am confident they will get there for the Gravity. For my personal decision, it is a question of will it be in time before I pull the trigger on something else.