even Tesla took 7 years to even include waypoints to the nav system- I think we will see big improvements over the next 2 years
“Tesla took 7 years” isn’t relevant here. The right comparison is Rivian.
Both Rivian and Lucid:
- launched within months of each other
- both run AAOS
- started from a clean slate
However, the execution couldn’t look more different.
Rivian has been aggressive with software, shipping features quickly, iterating often, and actually delivering on what they announce. It’s not perfect, but the pace and follow-through are clearly there. There’s a reason VW wrote them a $5B check for their software stack.
Meanwhile, Lucid continues to struggle with the basics of the ownership experience.
Something that should be relatively simple like Camp Mode, is still missing long after deliveries began. AR HUD? don't get me started, Apple Digital Key? Still no clear timeline. V2H? Another “coming soon” with no visibility. And “soon” from Lucid has already proven to be… flexible.
This isn’t about nitpicking features, it’s about execution. Lucid clearly prioritized engineering (which shows), but underestimated how critical the software experience is to owners. Now they’re playing catch-up, and the gap is visible.
The bigger issue is timing. Rivian’s R2 will hit the market before Lucid’s midsize vehicles. That segment is going to attract a wave of first-time EV buyers, people who aren’t loyal to any brand yet. At that point, software isn’t a bonus, it’s a deciding factor.
And here’s the uncomfortable reality:
The things Lucid absolutely excels at (range, efficiency, charging performance, driving dynamics) are the things only die-hards like us really obsess over. The broader market doesn’t shop that way.
They care about:
- how intuitive the car feels
- how polished the software is
- whether features actually show up when promised
Lucid built an engineering masterpiece, in my opinion nothing competes with it, but if that experience doesn’t translate to something customers
feel every day, it won’t resonate at scale.
So the question is simple:
When those buyers compare Rivian vs Lucid…
which company’s software reputation is going to help them win?