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Comment by loeg

14 hours ago

What's their competition on the high end? Porsche, Cadillac? Do Rivian or Genesis count?

If they are eating into model X or S sales it obviously counts here.

Porsche, Audi, BMW, Mercedes-Benz, Genesis, and Cadillac are all competitive in different ways. Stat wise someone buying the electric G-Wagon is making a poor decision, but swagger is a selling point which very much costs Tesla sales.

Cadillac’s approach of a huge dumb battery powering a huge heavy vehicle may not be ideal for the average use case, but customers are going to prioritize different things. One SUV just can’t be the best solution to every lifestyle.

Audi and Mercedes? (Well in Europe where the highend Teslas barely had any sales anywya, at least). Porsche is probably a tier or so above

Lucid runs circles around the S when it comes to build quality and features.

  • They're very cool in theory. My impression from the EngineeringExplained guy's experience isn't great. And Lucid does something similar to Tesla where too much (IMO) is controlled through the touchscreen.

  • What about sales, though?

    • They outsold the model S last year which was their primary competition.

      They successfully launched their second model, the gravity, which would have competed with the X but will now likely just outright replace it.

      Their mass produced $50k SUV is expected to launch this year.