Jan. 21 at 8:40 PM
$LCID
Everything rides on Midsize. That’s the bet and it remains the bet. If a powertrain partnership comes, that will help but that won’t move the stock unless we 🎣 a big one like
$GM $F $HYMTF
Midsize needs scale and the product has to be near perfect.
It will need great software from day 1.
FSD level autonomy or better.
Showrooms and service centers need to be opened at scale. (Big money to do that)
Precision at every inch of the company to compete at
$50K. The competition is thick and getting thicker but there definitely is space to compete if profitability can be achieved.
Model Y is beatable but that would take a monumental task. I don’t think Lucid is ready for that yet. Do you?
It’s going to take an extreme effort and DEEP pockets.
PIF isn’t walking away from this.