Tesla competition

I am resurrecting this thread. Lucid Motors (https://lucidmotors.com) is planning a global reveal on 9/9/2020. They have been accepting pre-orders on the Lucid Air. All you need is a $1000 deposit (It is refundable).

Lucid Motors also plans to open 20 design studios (showrooms) and service centers across the US by the end of next year. Although, I am not a big fan of the rear end of the Lucid Air, the interior looks much nicer than a Tesla. I would love to see one of the road someday.

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The Lucid Air does not really seem to be a competitor to Tesla. The vast majority of Telsa’s current sales are of the smaller, cheaper Models 3 and Y. Even with Tesla, there is little demand for a larger, more expensive sedan.

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Tesla is known for terrible build quality, but excellent tech. If they can nail down build quality, and come close to tech, I could see this as a model S fighter, at least in CA. I’m more interested in build quality and a comfortable, pleasing interior (I’m not who they are marketing the Model 3 to for sure…I don’t like the simplicity approach at all), than having an Atari in my dash that I can’t use unless parked, so I’d be interested in this over a Tesla, after the kinks are worked out in the initial builds, AND they had good build quality. Otherwise, I’ll keep waiting.

I’ll be interested in the price point they are aiming for.

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Pretty nicely, actually. They are #1 in the world.

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I have never been a big Tesla fan. However, the only Tesla I would buy (if money was not an issue) would be the roadster.

Anyway, the Lucid Air, priced at $60k, is a good competitor to the Model S. Time will tell whether more folks will be drawn to Lucid Motors.

Tesla sells actual products that people can buy right now and they are viewed by many as a pump and dump/ponzi scheme. So it’s hard to get really excited about any of these competitors like Lucid, Nikola, Rivian, etc. Outside of Tesla and the Major companies has there been another entry into the electric market that didn’t turn out to be a massive bust or scam? Fisker/Karma, Faraday… A big problem with the merging of the automotive and tech sectors thus far is that these supposed car companies have picked up tech’s nasty vaporware habit along the way.

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The race to compete with Tesla is getting interesting: https://www.cnbc.com/2020/07/10/rivian-ceo-scaringes-aggressive-plan-to-beat-tesla-and-nikola-with-the-first-all-electric-pickup-and-suv.html.

Rivian coins its vehicles as Electric Adventure Vehicles (EAVs).

Rivian seems to be one of the first electric vehicle rivals that’s actually putting the effort in to first and foremost being a car manufacturer. I’m very curious to see how they do.

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For my money, I want to drive a car first, and the tech options are secondary. I’m not interested in paying 50k on a car that needs reshot from the factory, but hey, it might be able to do L5 FSD someday before I’m dead, or the car falls apart, whichever comes first

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Their offerings are impressive out of the gate, and aiming at the higher end adventure vehicle market. Isn’t rivian the base of the ford e f 150?

Before ford put that and the electric lincoln on hold, yes, rivian was the base.

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I actually interviewed at Rivian and got an offer too (was a little low for me). Overall, they seemed to have hired peoples from all walks, from dedicated automotive engineers to technology specialists. They are also pretty far along and I do feel confident that their product will work.
I just don’t know if it will sell behind the tesla culture.

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I interviewed at tesla years ago and it was amazing how much they botched something as simple as interviewing a potential hire. They had no clue I was coming, didn’t set up interviews with anyone, eventually figured out I was there but thought it was for a completely different position/field, etc.

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There hasn’t really been a Tesla competitor that could sell EVs at the same volume. Model 3 outsells all of its competitors combined (whether you define its competitors as entry-level luxury sedans or EVs), all at MSRP, with a lease penetration rate of less than 10%. Tesla’s strengths are in range, efficiency, performance, user experience, easter eggs and gimmicks, Supercharging network, and price. Their weaknesses are in build quality, interior and exterior design (in my opinion), customization, amenities, and customer service.

For people who know nothing about EVs, the combination of Superchargers and the onboard navigation means you can just about go anywhere without route planning, figuring out different charging networks and payment methods, duration of charging, etc. It’s an integrated experience.

IMO, the real Tesla competition doesn’t come from established manufacturers but Chinese companies, since China is looking to be Tesla’s biggest market. Those companies copy and iterate from the Tesla model and can actually build something price competitive. I’m thinking XPENG, NIO, Li Xiang, and BYD.

XPENG P7 (obviously Model S inspired)

NIO ES6

Li Xiang ONE (obviously XC90 inspired)

BYD Han (gaudy mishmash of many cars)

This ^ 1000. Teslas are, as far as I can tell, mainly for people who want a driveable iPhone. Build quality is not at all relevant b/c they want the “latest and greatest” and a market disrupter and are willing to deal w/ issues (that I would find frankly unacceptable in a car) in order to be able to say that they were early adopters. I don’t think many of people who LOVE Tesla (as opposed to someone who just drives one w/o feeling particularly passionate about it) are necessarily particularly interested in cars themselves.

The Model 3 is for the people who were drooling over an S but couldn’t afford one, I assume.

Copying Tesla is not, IMHO, going to lure buyers away from Tesla. It will be interesting to see how the upcoming Mercedes S-Class does b/c it has screens and tech galore.

I am curious to see what Volkswagen brings to the table. The Porsche and Audi offerings are promising, so I wonder what will trickle down into the mass lines. The etron GT is the only electric car that has excited me.

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You are correct about their supercharging network being one of their strengths. With more and more EV companies offering vehicles with 400+ mile range on a single charge, it will be interesting to see how companies like Lucid Motors plan to differentiate themselves from the masses.

What role you applied for ? I am interested in one of their job but would like to know if its worth even applying if they offer low salaries.

I am disappointed it has not come to market yet. I was hoping to get into a super car in two years and would have been nice to pick up a used etron GT instead of it was in the 70k+ range. I do not think that will be the case now, but I am excited to see it come to market.

A Taycan S would actually be nice as well.

I think the issue is looking at it from a “Tesla competitor” point of view. Modern car companies will not compete with Tesla at their game, they need to stick to their own language and intent and follow through on that.

The battery swapping is what could really change the game. You don’t need a charging network if you are offering a battery lease/subscription service that can swap out in a matter of minutes at a dealership or service center. Why hasn’t GM leveraged their dealer network to implement something like this?

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