Lucid Group Inc (LCID)

[KMC-1]

I hope you're right about the RS, it's a concern for sure for me.
As for the product, I tend to agree with you that the product is second to none, but I do think they are moving slowly - maybe too slowly - in bringing new product to market. They have the Air and have made ... I don't even know, how many variants of it so far? It's done to death at this point. It's phenomenal in several ways, but is simply not a product for the mass market. Instead of spending resources and time on that, they really should be pushing to get Gravity to market as soon as possible and then the Model after that which was / is supposed to be positioned as a mass market volume model. With all the competition coming online, they need to move with urgency in order to become established in the market, known, and create revenue.
I'm excited for Gravity and I think it has real potential to do well for them - Look at the R1S and what that's done for Rivian - the need is there for 6+ passenger seating, storage, head,leg,hip room and utility - all packaged up in a sleek, modern design. The R1S is a very tempting package even with the high price tag.