R2 envy? When will Lucid start to hype its mid size?

The future of Lucid will depend on how well they execute in producing and delivering problem free Earths. The company simply cannot afford a Gravity type rollout on a mass production car. Rushing it to market would be catastrophic regardless of what their competitors are doing.
 

"The event will feature presentations from Lucid's senior leadership team focused on key growth drivers, including the core technology platform supporting its upcoming midsize vehicle program, recent advancements across its software stack, its autonomy strategy, and how these capabilities are expected to translate into sustainable value creation and improved financial performance.

As part of the program, the company will provide analysts and journalists with an early, in-depth preview of its upcoming midsize vehicle program and highlight select software advancements supporting its next generation vehicle architecture. The agenda will also include a live question-and-answer session with management, as well as presentations from select partners and stakeholders. The Investor Day will be webcast beginning at 8:00 a.m. ET.

In-person attendance will be by invitation only. Additional details, including registration information and access to presentation materials, will be available on Lucid's investor relations website at https://ir.lucidmotors.com. A replay will be available for a limited time following the conclusion of the event.

Investor Day Details:

Date: Thursday, March 12, 2026

Time: 8:00 am ET

Webcast: https://ir.lucidmotors.com (live and replay)"
This makes it sound like they don’t have a prototype of mid-size yet as they are displaying tech that will be in the car.
I know that after innovating a longer and cheaper model y, Elon has included taxis as one of his pe justifications, but I am concerned Lucid has bitten off more than they can chew with launching gravity, fixing gravity because it’s software went out half baked, advancing gravity and air, developing mid-size platform for I think I heard two additional vehicals besides earth, and the robotaxi build and integration for uber. Not sure they have the bandwidth or money to effectively press all these levers. I guess from one window that appears true as things like hands free driving, phone entry, etc. have been delayed.
 
To put it in a little better perspective, R2 was first revealed around the same time Gravity was first revealed. Gravity has been in production and delivering for a year now. Not comparing the two vehicles, but more the reveal to production timeline. Lucid’s midsize (still officially unnamed) will be revealed soon in 2026 and production to begin this same year.
Interesting point. So it seems Rivian hypes and reveals prototypes way early, even if the launch is >1 year away. Whereas Lucid starts hypes and reveals the prototype much closer to launch. Not sure Lucid is doing themselves a favor - someone on the fence of needing a midsize (luxury vs adventure) could maybe get swayed by R2 or EX60 because Lucid is so quiet about theirs. People might wait if they knew more.
 
Interesting point. So it seems Rivian hypes and reveals prototypes way early, even if the launch is >1 year away. Whereas Lucid starts hypes and reveals the prototype much closer to launch. Not sure Lucid is doing themselves a favor - someone on the fence of needing a midsize (luxury vs adventure) could maybe get swayed by R2 or EX60 because Lucid is so quiet about theirs. People might wait if they knew more.
I feel like most manufacturers are revealing early to keep people waiting. The new Scouts are a good example. Introduced last year with a release of 2027.

I don't think its a bad idea to build hype and Lucid could probably use some right now. Every time I tell people I'm thinking of a Gravity, the response is often "have you heard about their software issues?" In the real world, Lucid is known, if at all, as that brand with the software problems. Not a great look at the moment.
 
Interesting point. So it seems Rivian hypes and reveals prototypes way early, even if the launch is >1 year away. Whereas Lucid starts hypes and reveals the prototype much closer to launch. Not sure Lucid is doing themselves a favor - someone on the fence of needing a midsize (luxury vs adventure) could maybe get swayed by R2 or EX60 because Lucid is so quiet about theirs. People might wait if they knew more.
I’m not so sure this is the typical scenario that buyers go through. And if you’re the type of buyer that’s researching EV’s that are coming to market months or years out Lucid is probably already on your radar.

What’s likely more common is that people that are loyal to a brand follow future releases and use their current experience to determine whether or not they’ll consider new or future models.
 
The Rivian R2 looks amazing but for an all new model the charging capabilities are horrible. Hopefully Lucid being one of the last in this midsize segment will have a very strong contender. Lucid please don’t put UX4 in it and put phone key on day 1.
I hate the look of the rivian
 
This makes it sound like they don’t have a prototype of mid-size yet as they are displaying tech that will be in the car.
I know that after innovating a longer and cheaper model y, Elon has included taxis as one of his pe justifications, but I am concerned Lucid has bitten off more than they can chew with launching gravity, fixing gravity because it’s software went out half baked, advancing gravity and air, developing mid-size platform for I think I heard two additional vehicals besides earth, and the robotaxi build and integration for uber. Not sure they have the bandwidth or money to effectively press all these levers. I guess from one window that appears true as things like hands free driving, phone entry, etc. have been delayed.
 
The future of Lucid will depend on how well they execute in producing and delivering problem free Earths. The company simply cannot afford a Gravity type rollout on a mass production car. Rushing it to market would be catastrophic regardless of what their competitors are doing.
Yep….. and it’s not like Saudi Arabia has a history of building cars. Lucid was the countries first car manufacturer opening in 2023 and it’s not even making cars yet (coming this year).

When the companies probable survival relies on the midsize being a success not sure it’s the model you’d want to give to the newbie in the family to build and think it’s all going to go smoothly 🤷‍♂️
 
I don't know much about car manufacturing, but isn't it unrealistic to think they'll start delivering cars at the end of this year, or even start production at the end of this year, if the first prototypes were just built?
 
I don't know much about car manufacturing, but isn't it unrealistic to think they'll start delivering cars at the end of this year, or even start production at the end of this year, if the first prototypes were just built?
I would agree. And we don’t know if there is a working prototype or not. Nicks tweet reads “spent time in our prototype building area”. That doesn’t read there is a working prototype. He was just in the area of them being built. Not to mention the last part of the sentence “watching the first full
Lucid midsize vehicles come together.” That doesn’t mean they’re built and operating. They are still coming (being put) together. Only time will tell.
 
Last edited:
I would agree. And we don’t know if there is a working prototype or not. Nicks tweet reads “spent time in our prototype building area”. That doesn’t read there is a working prototype. He was just in the area of them being built. Not to mention the last part of the sentence “watching the first full
Lucid midsize vehicles come together.” That doesn’t mean they’re built and operating. They are still coming (being put) together. Only time will tell.
I wouldn’t over analyze this. It was a tweet, not a deposition.
 
I watched many new videos of the R2 the past couple of days, once the "embargo" was lifted. While no surprises on what I saw vs. what was promised / shown earlier, I don't think the R2 competes in quality, looks and specs with the European new EVs, such as iX3, GLC electric, or EX60. And that should be reflected in price. Otherwise Rivian will not do well. Just my opinion. I do however think the new Lucid midsize will be closer in quality and refinement to the aforementioned euro new models, and possibly price too. It is just that it will be late.
 
This makes it sound like they don’t have a prototype of mid-size yet as they are displaying tech that will be in the car.
I know that after innovating a longer and cheaper model y, Elon has included taxis as one of his pe justifications, but I am concerned Lucid has bitten off more than they can chew with launching gravity, fixing gravity because it’s software went out half baked, advancing gravity and air, developing mid-size platform for I think I heard two additional vehicals besides earth, and the robotaxi build and integration for uber. Not sure they have the bandwidth or money to effectively press all these levers. I guess from one window that appears true as things like hands free driving, phone entry, etc. have been delayed.
Oh they’ve absolutely outsold their capacity to service their very buggy vehicles. I’m sure there’s a recovery plan but if there’s another launch as bad as Gravity they are done for.
 
I don't think the R2 competes in quality, looks and specs with the European new EVs, such as iX3, GLC electric, or EX60....
I think the R2 will appeal greatly to the outdoor lifestyle segment. Don't know how large that is, but Jeep alone sold almost 600k vehicles in 2025.
Looking at Doug DeMuro's recent R2 video, I am jealous of the R2's software.
 
I watched many new videos of the R2 the past couple of days, once the "embargo" was lifted. While no surprises on what I saw vs. what was promised / shown earlier, I don't think the R2 competes in quality, looks and specs with the European new EVs, such as iX3, GLC electric, or EX60. And that should be reflected in price. Otherwise Rivian will not do well. Just my opinion. I do however think the new Lucid midsize will be closer in quality and refinement to the aforementioned euro new models, and possibly price too. It is just that it will be late.
Everything is a matter of opinion but I would presume the lower end of the market just wants a vehicle that works and is simple. I mean the ix3’s interior just screams tacky, overdone and confusing. A trapezoidal or whatever shape diagonal screen, the piano black trend (as with every other legacy automaker), a redesigned steering wheel just for the sake of being different? We appreciate our Lucid interiors for their sophistication, subtly and simplicity. The R2 definitely has a simple interior. The future is the new big three, Tesla, Rivian and Lucid. I laugh at anyone buying EV’s from legacy manufacturers. You’ve already taken the step to EV, why then still tie yourself to a dealership model? Why still have to drive to the dealer for basic service? The new big three at least know how to make a vehicle defined by software good. The legacy manufacturers have been half assing it. I will say Porsche at least took it seriously with the 2nd gen Taycan.
 

Attachments

  • IMG_6653.webp
    IMG_6653.webp
    82.8 KB · Views: 114
  • IMG_6654.webp
    IMG_6654.webp
    267.4 KB · Views: 128
I laugh at anyone buying EV’s from legacy manufacturers.
Me too! But, and there is always a "but", BMW, Mercedes, Volvo look like they have stepped up their game in the EV space with the new models / EV platform. We'll see. But I agree, I would not even look at the EVs from the "old" big three here in US domestically, as well as the big ones in Japan. They are mostly pretending they are doing EVs. But of course, things may change (and let's not forget the Chinese), although I highly doubt any change will happen over the next 3-4 years here, given the domestic political climate and sentiment
 
I wouldn’t over analyze this. It was a tweet, not a deposition.
I’m confused - I thought in today’s age they’re meant to be one and the same?
 
Me too! But, and there is always a "but", BMW, Mercedes, Volvo look like they have stepped up their game in the EV space with the new models / EV platform. We'll see. But I agree, I would not even look at the EVs from the "old" big three here in US domestically, as well as the big ones in Japan. They are mostly pretending they are doing EVs. But of course, things may change (and let's not forget the Chinese), although I highly doubt any change will happen over the next 3-4 years here, given the domestic political climate and sentiment
Hyundai and Kia have been killing it. Not all “old” manufacturers are behind the times.
 
Back
Top