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Lucid Investor Day - March 12, 2026

Need4Sleep said:
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)
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I was kinda hoping a mid-size sedan would do it, since the Air Pure is already at 5, if it was stripped out and shrank down 15% with a smaller RWD battery. I missed maybe there is no RWD Mid-size vehicle. Rivian has 2 RWD trims for R2 that are the lower cost versions.
 
illopp00 said:
I was kinda hoping a mid-size sedan would do it, since the Air Pure is already at 5, if it was stripped out and shrank down 15% with a smaller RWD battery. I missed maybe there is no RWD Mid-size vehicle. Rivian has 2 RWD trims for R2 that are the lower cost versions.
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I think RWD midsize is very much still possible. Some slides were explicitly stating terms like "Lucid Cosmos AWD", so a RWD version might be under consideration.

Maybe I'm reading too much into it, Derek, Emad, and Zach all had Sapphire pins on their jackets. I'm hoping for a possible Sapphire Cosmos, and since Air RWD was made in parallel with Sapphire, I hope that extends to a Cosmos RWD
 
Need4Sleep said:
I found Zach's comment on the wiring harness particularly interesting. It took them 4 minutes to install the entire harness!
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I thought he meant it took 4 minutes to agree on how they were going to eliminate a bunch of it. Not installation. Anyone else hear it that way?

This is great stuff, but Rivian did a lot of talk about this already when going to Gen2 R1S. They even have giant balls of wire at some SC's to show how much they removed. So yeah, great Lucid is doing that now. ;-)
 
By the way, funny watching this investor stuff as a customer: Lucid: "We have many ways to make more money from customers...upgrades, software, accessories..."

I'm like, "Yeah, charge 'em and make a ton!" Wait...you're going to make that money off of me??? lol
 
raleighone said:
By the way, funny watching this investor stuff as a customer: Lucid: "We have many ways to make more money from customers...upgrades, software, accessories..."

I'm like, "Yeah, charge 'em and make a ton!" Wait...you're going to make that money off of me??? lol
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This is a show for the Saudis and no one else. These guys are auditioning for their own jobs/funding basically.
 
raleighone said:
By the way, funny watching this investor stuff as a customer: Lucid: "We have many ways to make more money from customers...upgrades, software, accessories..."

I'm like, "Yeah, charge 'em and make a ton!" Wait...you're going to make that money off of me??? lol
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Capitalism requires a company provide perceived value and make a profit doing it.
 
socktucker said:
This is a show for the Saudis and no one else. These guys are auditioning for their own jobs/funding basically.
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Or it could be a revised version of what they originally presented to PIF for the recent refunding process and PIF called "bulls**t!"
 
tmichael said:
Or it could be a revised version of what they originally presented to PIF for the recent refunding process and PIF called "bulls**t!"
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There is a lot of BS here cuz there’s actually no new product or any actually solid improvements showcased at all. So far Lucid has failed to execute in critical areas (delivery and service), time will tell if this will be better.
 
socktucker said:
There is a lot of BS here cuz there’s actually no new product or any actually solid improvements showcased at all. So far Lucid has failed to execute in critical areas (delivery and service), time will tell if this will be better.
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Incredible CapEx during the buildout of a manufacturing and sales and service network. So, money has been put in the ground, now it's time to reduce costs on BOM and, probably the most significant expense, the R&D costs leading up the three products ("Fixed cost absorption"). The market liked the financial presentation better than the first part of the presentation, but there are allot of cost reductions that hinge on tapping the mid-size market. They won't have any kind of volumes until well into 2027, so those cost reductions/rationalizations won't come into play until then. Nothing is changing this year - they'll need more funding to get to the end zone and PIF will have to provide that. I'm still cautiously optimistic!
 
DKD-CvilleVA said:
It never fails - doing a live demo of software to a large audience is asking for trouble.
The Lucid Assistant demo failed due to poor connectivity, so they resorted to a recorded video. :)
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It was indoor…..but they should gave just showed recording, but no big deal…it’s a future product and I’m sure they will upgrade connectivity if needed
 
socktucker said:
There is a lot of BS here cuz there’s actually no new product or any actually solid improvements showcased at all. So far Lucid has failed to execute in critical areas (delivery and service), time will tell if this will be better.
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What else do you expect? A midsize reveal? They showed roadmap for software, future products, explained cost advantages, reduced BOM costs.

Ghosh, you want a flying car?
 
tmichael said:
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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Yeah, I didn't say I expected them to offer it as a retrofit, just hoped that they would. If that's what the fin in the teaser picks really is, then it's basically an admission that they screwed up by not including it in the first place. It's been a standard feature in the vast majority of nicer vehicles (and even many no-so-nice) sold in the US for 2 decades, which is what makes the omission rather glaring. It's not a "new feature" like the type of stuff you're talking about. It's something $30k cars have had for ages. I'm surprised Lucid left it out. I would have thought a consistent audio feed would be something they thought about. But alas...
 
gaskiller said:
What else do you expect? A midsize reveal? They showed roadmap for software, future products, explained cost advantages, reduced BOM costs.

Ghosh, you want a flying car?
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Yes, a midsize reveal was kind of expected given they had an hour long segment for it and promised delivery by end of year. They never confirmed they will show it, but it seems really odd not to. Hard to get excited on all these promises without seeing what the actual vehicle will look like. Just sounds like a kid talking about this amazing girlfriend he has...that goes to a different school, obviously.
 
socktucker said:
There is a lot of BS here cuz there’s actually no new product or any actually solid improvements showcased at all. So far Lucid has failed to execute in critical areas (delivery and service), time will tell if this will be better.
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Not sure what you were expecting?? They detailed multiple new products and strategies. We knew they were going to have dedicated launch days for each of the midsize vehicles.
 
Need4Sleep said:
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)
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Maybe for a small sedan, but not for crossovers or SUV’s….no point making a small sedan with 6 miles/kwh if no one buys it.
 
Spaceship said:
Yes, a midsize reveal was kind of expected given they had an hour long segment for it and promised delivery by end of year. They never confirmed they will show it, but it seems really odd not to. Hard to get excited on all these promises without seeing what the actual vehicle will look like. Just sounds like a kid talking about this amazing girlfriend he has...that goes to a different school, obviously.
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You don’t show it now when you are trying to ramp up Gravity sales.

Rivian R2 looks meh….since they revealed exterior design more than a year ago. You want to surprise closer to full production. Good time to do it is after the final stock dilution this year. Don’t show all your cards at one time.
 
msaunders9430 said:
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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Same here. I like driving, and I prefer to steer myself. I don't even use lane-centering. Maybe it's because the roads in my region are often bad, but one thing I'm constantly doing while driving is making minor steering tweaks to avoid the potholes and bumps in the road. But moreover, I just don't like handing steering over to the car. Speed control is fine though.

Hopefully that "revenue opportunity" (subscriptions) graphic is referring mostly to autonomy features, not entertainment. I would guess that's the case.
 
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