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Exclusive: A talk with Derek Jenkins, VP of Design at Lucid Motors
The following post comes courtesy of NextMobility.co
I recently had a chance to talk with Lucid Motors VP of Design, Derek Jenkins, about the design philosophy behind the company’s ultra-luxurious Lucid Air. The Silicon Valley-based electric car startup founded in 2007 as Atieva has raised over $130M to date and on the precipice of achieving something no other electric car company within this space, outside of Tesla, has been able to do at scale – float a beautifully executed vision of the not-so-distant future that the greater electric vehicle community actually believes will come to fruition. And, they absolutely can’t wait for it.
Development of Lucid’s electric car platform has been well underway since the beginning of the company, but it wasn’t until 2015 that the first vehicle: the Air, began to take shape. Jenkins, an industry veteran who joined the startup in 2015, is leading the design team at Lucid Motors.
Lucid is aiming directly at the German automakers that historically have dominated the luxury car market. “From the beginning, we were very much focused on a luxury product; we felt like there is still a big opportunity at that end of the market,” says Jenkins. Lucid believes that there will still be a significant amount of time before German luxury auto manufacturers introduce electric vehicles in a meaningful way. “There was a lot of open opportunity to do something that is more forward-facing and less based on tradition, that is kind of the foundation,” said Jenkins.
Lucid says they are taking full advantage of the electric powertrain and the “miniaturization” of the electric motors in their design process, customizing the platform to meet the needs of their design. Lucid’s electric motors, transmission, and differential are all “very compact” compared to the vehicle’s relative power output.
Jenkins tells me that their team rearranged the lithium ion cells in the battery pack to utilize two separate modules, as a way to put more emphasis on opening up interior space. Some areas of Lucid Air’s 130 kWh battery pack is double-stacked, which allowed their designers to maximize interior space by removing certain sections of the vehicle’s floor. The design of the battery pack is a far departure from the single “skateboard” style pack used by Tesla.
Jenkins tells me that they wanted the interior experience of the car to feel very open, airy, and light. They made the dashboard less bulky, decreased the weight of the doors and focused on letting more air into the car, hence arriving at the name ‘Air’.
Designing for an Autonomous Future
“It’s hard to say whether we will reach full level 5 autonomy in the life cycle of this vehicle.” Jenkins and the Lucid design team made the driver’s area focused on ergonomics. All touch screens are easily within reach and the vehicle is clearly designed with an incredible focus on passenger comfort.
“We’re designing the interior for a dual purpose. I look at that center screen to be used way more in autonomous mode so I can dive into my email or watch TV. You need to create something that someone can be more relaxed in autonomous mode.” – Derek Jenkins, VP of Design at Lucid Motors
Lucid decided not to integrate a fold-away steering wheel, something that other electric car makers are looking to integrate. “We still want the Air to be an amazing driving vehicle, something thoroughly enjoyable to drive and feel physically connected to the car,” says Jenkins.
One design feature that Jenkins highlighted was the Air’s use of brushed aluminum trim that is said to come with a big wow-factor. Designing a vehicle for the future while making it appealing to current customers was a constant balancing act for the Lucid design team.
Still, Lucid reemphasizes Air’s target market will be the typical German luxury sedan buyer. Jenkins says that the Air is designed to have an overall vehicle size of a mid-size luxury sedan (E-Class), but with the luxurious interior of a large luxury sedan (S-Class), and the driving performance and design of a coupe class (CLS-Class). “This is the redefinition of luxury in a real modern sense”.
Making the leap to Lucid Motors
Derek Jenkins, VP of Design at Lucid Motors
Jenkins joined Lucid Motors in July of 2015 and was previously Director of Design at Mazda North America. Jenkins has nearly 25 years of design experience from Audi, VW, and Mazda, and lead the design of many vehicles, including the new 2016 Mazda Miata, VW Scirocco Concept, and Mazda 6. Jenkins, an industry design leader, took a huge risk jumping from a leadership position at Mazda to a Silicon Valley startup, but has no regrets.
“I had been in the industry designing cars for over 20 years… I was sensing a lot of change in the horizon towards electrification; I witnessed the success at Tesla… It was just too attractive to pass up,” said Jenkins.
Lucid expects to attract customers that expect to have an ultra-luxurious interior in the form of a “private jet on wheels“, and new focus on technology and an advanced powertrain. While many are quick to jump to the conclusion that Lucid will have an uphill battle in a market dominated by Tesla, Jenkins says that they didn’t design the Air to be a “Tesla killer”. Rather, the company aims to produce a vehicle that is fundamentally different than Tesla’s offerings.
Jenkins notes that Lucid has been able to keep their headcount low during the development of the vehicle, so they can easily collaborate with other areas within the company and form quick divisions. “It’s a huge advantage, it’s really much more of a form and function exercise, for me as a designer. At the big companies, you are really styling over a given architecture. Here we are actually working together to create a great piece of design and engineering. That’s a big difference.”
First production of Lucid Air is expected in 2019. The company has been raising capital to fund development on a planned $700 million electric vehicle factory in Casa Grande, Arizona.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
