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Lucid begins production of Air sedan, expects October for first deliveries
Lucid Group has announced that it will begin delivering its first sedan, the Air Dream Edition sedan, in October. Production of the Air has begun, according to the automaker, who is holding a Production Preview Event this week at its Casa Grande, Arizona, manufacturing facility.
The first units of the Air Dream Edition sedan rolled off of the Lucid assembly lines earlier today, and Arizona Governor Doug Ducey was in attendance for the event. Lucid has been a catalyst for job creation and economic development, increasing the area’s high-tech footprint for manufacturing. The site is expected to generate around $9 billion in economic output in 2024, along with 15,000 new jobs every year by the same date.
The production preview event also gave attendees, which
included media members, customers, investors, and others the opportunity to drive the Air sedan, which is expected to be delivered for the first time in late October.
- The first customer-quality Lucid Air luxury electric sedans rolled off the assembly line today at Lucid’s Advanced Manufacturing Plant (AMP-1) in Casa Grande, AZ, which included a factory commissioning ceremony with Arizona Governor Doug Ducey.
- Lucid expects reservation holders of Lucid Air Dream Edition models will begin receiving their vehicles in late October, with customer deliveries ramping up thereafter. Grand Touring, Touring, and Air Pure model deliveries are expected to follow. Lucid has thus far received more than 13,000 reservations for Lucid Air and increased the planned total production quantity of the Dream Edition to 520 vehicles.
Lucid said in a press release that it expected reservation holders to start seeing deliveries in the later portions of October, but only for the Dream Edition sedan, the vehicle’s premier trim. After initial deliveries of the Dream Edition trim begin, they will be followed with the Grand Touring, Touring, and Air Pure deliveries. Lucid has received over 13,000 reservations for the Air across its various trim levels and packages, which has increased the company’s projected output of Dream Edition sedans from around 500 to 520. Interestingly, this number also coincides with the vehicle’s EPA-estimated range ratings, which were released last week.
Lucid Air Dream gets massive 520-mile range rating in preliminary EPA tests
The EPA gave the Air Dream Edition an industry-leading 520 miles per charge in testing, holding a considerable lead over the Tesla Model S Long Range. Lucid holds an over 100-mile lead in range ratings, giving the company a significant advantage over its closest competitors. This statistic alone could drive Lucid to become a disruptor in the evergrowing United States electric vehicle sector. “With customer-quality cars now coming off the line, Lucid has confirmed that the Air meets all the applicable regulatory requirements from the EPA and U.S. Department of Transportation,” Lucid Group wrote in a statement.
“The proprietary EV technology that Lucid has developed will make it possible to travel more miles using less battery energy,” company CEO and CTO Peter Rawlinson said. “For example, our Lucid Air Grand Touring has an official EPA rating of 516 miles of range with a 112-kWh battery pack, giving it an industry-leading efficiency of 4.6 miles per kWh. Our technology will allow for increasingly lighter, more efficient, and less expensive EVs, and today represents a major step in our journey to expand the accessibility of more sustainable transportation. I’m delighted that production cars endowed with this level of efficiency are currently driving off our factory line.”
Lucid’s next few years align with a plan for expansion of not only its production lines, but its facility in general. The company plans to expand its 590-acre site in Arizona by 2.85 million square feet, giving additional manufacturing room for Air sedans. Additionally, Lucid will expand its product line with the Gravity SUV.
What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.
Elon Musk
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
Waymo and Tesla are surely in a battle of “mine’s bigger” right now.

Waymo has responded to Tesla’s Robotaxi expansion in Austin with a bold statement by extending its own geofence by a considerable margin.
Earlier this week, Tesla chose to expand its geofence for its driverless Robotaxi service in Austin, Texas, substantially. The geofence more than doubled, bringing Tesla’s total serviceable area within Austin to approximately 42 square miles.
Tesla’s Robotaxi geofence in Austin grows, and its shape is hard to ignore
This put Tesla ahead of Waymo in terms of its service area in Austin, as the company’s geofence was just 37 square miles.
We reported on how significant this statement was for Tesla, as it has only been operating its driverless Robotaxi platform in Austin for less than a month, compared to Waymo, which has been there since March.
Tesla Robotaxi has already surpassed Waymo in this key metric
Waymo took it as a challenge, it seems, and expanded its geofence, and it did it impressively and massively. Now, Waymo’s geofence spans 90 square miles within Austin, including new neighborhoods such as Crestview, Windsor Park, Sunset Valley, Franklin Park, as well as popular tourist destinations like The Domain and McKinney Falls State Park.
The move “unlocks another key milestone in Austin as our operating territory with Waymo expands from 37 to 90 square miles, which means that even more riders can experience Waymo’s fully autonomous vehicles through the Uber app,” Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, said.
Additionally, Shweta Shrivastava, Senior Director of Product Management at Waymo, said:
“Just months after serving our first Austin riders with Uber, we’re excited to offer our 24/7 service to more of the city. The service with our partners at Uber is healthy, and we are ready for more Austinites to experience the magic of fully autonomous driving. Austin remains one of the fastest growing cities in the country, and we are doing our part to grow with it.”
Across the U.S., this expansion brings Waymo’s service area to more than 700 square miles, as it also operates in California and Arizona.
Here’s what the two geofenced regions look like:
🚨 Here’s a comparison of Tesla Robotaxi vs Waymo geofences in Austin https://t.co/6jIaDwBm2I pic.twitter.com/B9jiCIU21F
— TESLARATI (@Teslarati) July 17, 2025
The competition between Waymo and Tesla only benefits consumers, as the two companies are evidently sparring for a larger service area in Austin. Tesla launched its interestingly-shaped geofence expansion on Monday, and it seemed that the shape was more of a joke that could also be construed as a warning to competitors.
Tesla could more than likely have pushed its geofence to a larger size, but it purposely chose to do so in a comical fashion.
Now that Waymo has responded in this way, we’ll see if Tesla puts the jokes aside.
News
Tesla exec hints at useful and potentially killer Model Y L feature
The Model Y L could become the company’s vehicle that offers the best balance between utility and comfort.

A Tesla executive from China has hinted at what could very well be a killer feature for the upcoming Model Y L. If speculations prove accurate, the Model Y L could become the company’s vehicle that offers the best balance between utility and comfort, possibly even exceeding what is offered by Tesla’s flagship vehicles.
Model Y L teaser
The Tesla Model Y L is expected to be a six-seat version of the best-selling all-electric crossover. With its six seats, the new Model Y L would be able to provide ample leg room to third-row passengers—something that the seven-seat Model Ys produced in the United States were unable to do.
With six seats, the Model Y L would be closer in size and more similar to the larger and much more expensive Model X, which remains Tesla’s de facto family hauler. The six-seat Model X, however, has one flaw that makes it a bit less useful than its seven-seat variant–its second row seats don’t fold fully flat.
Second row magic
In a post on Weibo, Tesla Vice President for China Grace Tao described the upcoming Model Y L as a “full-scene 6-seat luxury SUV.” This description, particularly the executive’s “full-scene” description, is notable, with Tesla China watchers such as @zhongwen2005 stating that “full-scene” typically means that all seats can be folded flat.
If Tesla is able to design the Model Y L’s second row seats to fold flat, it would provide the extended wheelbase vehicle with a lot more utility than typical six-seaters, including the six-seat Model X. And considering that the Model Y L will likely be priced just above the standard Model Y, its price would likely be extremely competitive, even in challenging markets such as China.
News
“Worthy of respect:” Six-seat Model Y L acknowledged by Tesla China’s biggest rivals
Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.

Tesla’s upcoming launch of the Model Y L in China has drawn praise from the CEOs of rival automakers Nio and Li Auto. While the upcoming extended all-electric crossover has the potential to make a huge impact in the domestic Chinese auto market, some of Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.
NIO and Li Auto CEO react
Nio founder, chairman, and CEO William Li responded to Tesla’s announcement on Weibo, stating that with improvements in charging, battery swap infrastructure, and continued innovation in technology and product design, the era of large-space electrified SUVs has fully arrived. He referenced Nio’s sub-brand Onvo and its new L90 SUV as a product born from this shift in the market and encouraged the industry to “power up together,” as noted in a report from CNEV Post.
Li Auto CEO Li Xiang also weighed in, calling the Model Y L a “six-seat pure electric SUV worthy of respect.” He also suggested that consumers interested in vehicles priced between RMB 200,000 and RMB 300,000 should keep an eye on it. He also mentioned his company’s upcoming Li i6, a five-seat all-electric SUV that’s expected to debut in September, as a strong option for buyers not seeking third row seats.
New Model Y L
Tesla confirmed on its official Weibo account that the Model Y L will officially launch in China this fall. The vehicle appeared in China’s MIIT regulatory catalog, which revealed that the Model Y L will feature a longer body and extended wheelbase designed to accommodate its new three-row layout.
The Model Y L measures 4,976 mm in length with a wheelbase of 3,040 mm, compared to the standard five-seat Model Y’s 4,797 mm length and 2,890 mm wheelbase. While Tesla has yet to announce official pricing, industry reports suggest it could be positioned around RMB 400,000. It remains to be seen if the Model Y L will also be produced in the United States and Germany.
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