Lucid has a history of delays and now we have Tesla involved in this, so my guess is double the delay. If it comes early then its a double win.
I disagree. It's in Lucid's best interest to get this done. It will certainly help marketing in real terms.
But Tesla dwarfs Lucid physically and financially. Tesla holds all the cards. Lucid has no cards. And now Tesla has a shit load of much bigger and costlier problems other than getting a few Lucid cars using a few SCs.... The profit Tesla would make on Lucid using Tesla SCs is peanuts. Would not cover Elon's drug tab.
Tesla owns every bolt in the SCs. It wrote and owns the OS system, the financial billing network, the handshake protocol. Even the NACS plug. It is the 1000 pound gorilla.
Dumb analogy, but think of pulling your Audi ICE into a Shell gas station to fill up. The ONLY part of the equation on Audi is correct neck size of the filler. Shell is responsible for all else: obtaining fuel, delivery, fuel contracts, permits, construction, pump, billing, financing all this, dispensing, maintenance, safety, bathrooms, and the dirty bucket of water from which we try to squeegee our windows. Audi has no say. No real skin in the came. But yes, Audi certainly wants it's owners to easily get Shell fuel. As Lucid wants it's owners to use SCs.