If we think Lucid will build a better Alexa, who are we kidding ourselves to? Alexa took years to build and billions dollars. I think current investment in Alexa is higher than current market cap lucid … bring back Alexa I hope people write to lucid to reconsider
I don’t want Lucid to build Alexa.
Alexa was built well over a decade ago, and bought by Amazon in 2013. It is meant to be general-purpose, and was among the first of its kind.
Things have progressed since then. LLMs now proliferate, and we have technology we didn’t have then. Rebuilding Alexa today would not take a decade or billions of dollars; just like rebuilding an old Tesla Roadster doesn’t take a decade or billions of dollars. At scale? Sure. But Lucid doesn’t have Amazon’s scale problem.
Moreover, Lucid Assistant is a domain-specific assistant. That is, it knows about your car, understands the manual, can tell you how to do the things it doesn’t know how to do itself yet, and so on. As a result, Lucid can specifically focus its capabilities to those related to the car and home, and not adding eggs to your Amazon Fresh grocery cart.
From Wikipedia: “Hoped-for revenue never materialized from people using voice ordering for Amazon products or services from partners such as Domino’s and Uber. Alexa does not play audio ads, and display ads were relatively unsuccessful. In 2019 an all-hands crisis meeting was called to address the issue, and a hiring freeze was instated. In 2022, with the division losing several billion dollars per quarter, the company started laying off Alexa employees en masse. Echo Show devices began serving hidable ads for Alexa skills and other products in December 2022, followed by ads promoting shopping for specific products on Amazon (which respawn quicker) in November 2023.”
As a result of the Show now showing ads, it has been moved to a non-prominent place in my kitchen and dining room and we basically never use the screen anymore.
Lucid doesn’t need to make money from LA. Amazon *does* need to make money from Alexa, and they aren’t. That matters a lot. It’s living on borrowed time, and now Lucid doesn’t have to.