Lucid Investor Day - March 12, 2026

That would be good. But only good for me if they offer it as a retrofit upgrade to the Gravity too.
I get your point, however automobiles are subject to continuous improvements. A Chevy equinox or Suburban produced at the beginning of the model year is not the same vehicle produced at the end of the same model year. Changes are always being made and none of them are offered to previous customers. EV buyers are spoiled because we see CCV2 upgrades offered to keep the hardware up to date, we have OTA updates to features and functions.

Lucid may work harder at making the existing antenna better, but they zero responsibility to retrofit cars with new hardware. Maybe we'll see a shark fin on 2027 models. That is just progress, not a trick. They learned something and fix it for the future.

I remember the 60's, when every car looked completely new every year, making the prior year look old and out of date. Hell, Apple puts "new" processors in their phones every year. Easy to upgrade - buy a new one.
 
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Pretty clear they will start charging for infotainment connectivity in some way.
Do they plan a subscription model for ADAS and V2H?
 
I don't see a Lyric on it, but left with the Cosmo has Model Y, Xiaomi YU7, IX3, Macan and some others I don't recognize. Middle with Earth has EX60, Ioniq 5, R3X, R3 probably GLC. Left has R2, EV9, Bronco, and looks like Hybrid Palisade?
 
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Pretty clear they will start charging for infotainment connectivity in some way.
Do they plan a subscription model for ADAS and V2H?

I would expect that. Maybe a base level of car and an upgrade package? Tesla and Rivian are doing this, why wouldn’t Lucid do it also?
 
I'm pretty sure I won't be paying for higher level of autonomy with ADAS.
My faith in DD2 continues to grow with each use.
The execution is there, my faith needs to match it.
Younger generations (generation AI) will have no problems with it.
Give me a chill pill and I'll let my grandchildren drive me around in 10 -20 years.

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Yeah, they revealed a subscription model for ADAS levels on Dream Drive Pro.
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They'd be crazy not to - you can't make one sale to a customer every 5 years and keep that car current, all from the initial sale. It all started with cable TV and now streaming. Pay as you go. It will only continue...
 
I am ok with it but would like it to see it bundled with infotainment and other software defined features and not just ADAS autonomy features.
 
Interesting that the 6.0 miles / kwh efficiency target was one of the potential targets for the Lunar concept. Looks like Rawlinson's efficiency dream could be achievable (or be really close to it)
 
Interesting that the 6.0 miles / kwh efficiency target was one of the potential targets for the Lunar concept. Looks like Rawlinson's efficiency dream could be achievable (or be really close to it)

It's no Apteryx!
 
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