. . . Lucid has been very disciplined in its earnings reports and other communications---except for apparently one sales email to
@hmp10---to say that the "start of production" is expected in late 2024, not customer deliveries.
That post on Reddit was not an email to me. It was put up by another Reddit user who was communicating with Lucid.
I see you have concluded that "The Verge" must have misrepresented what Peter Rawlinson told them in the August interview at Pebble Beach, although it was right in line with the written communication from Lucid that was posted on Reddit. You have absolutely no evidence Rawlinson's being misrepresented other than it does not fit your contention that no one at Lucid ever said
customer deliveries would start by year end. ("The Verge" is a 20-year-old technology journal that is highly rated for the accuracy of its reporting and sources. It has significant enough readership that Nick Twork, Lucid's media head, would probably have asked for a correction if they had misrepresented Rawlinson.)
As I have said, I agree that Lucid is now consistently saying only that production will start by year end. But that is a very different thing from saying that Lucid never said customer deliveries would start later this year.
There is nothing insidious or dishonest in Lucid changing a self-imposed deadline. They did it repeatedly during the run-up to the start of Air production, and they've been doing it since the Gravity was first teased as arriving in 2023. In fact, it's pretty much industry standard practice these days, especially with EV companies such as Tesla, Rivian, and Lucid, all of which repeatedly and significantly move release and delivery dates. And, as I've posted at least twice here, I personally would rather Lucid delay deliveries if that's what it takes to deliver a completely nailed-down product.
But to claim Lucid has not likely moved the delivery schedule out over the past couple of months is simply untrue.