News
Lucid CEO and former Model S designer throws shade at Tesla fans, likens group to ‘old petrol fanboys’
When Peter Rawlinson left Tesla in 2012 just before the Model S launched, he probably did not think that his former employer would one day end up becoming the leading force in the electric vehicle industry.
Now the CEO and CTO of Lucid Motors, Rawlinson is gunning for Tesla’s title as the supreme EV maker. He believes the company’s first sedan, called the “Air,” has all the potential to help Lucid overtake Tesla, effectively silencing the “fanboys,” a group of enthusiasts who are widely supportive of the electric car maker and its CEO, Elon Musk.
Peter Rawlinson spent his illustrious automotive sector career at Jaguar and Lotus before joining Tesla in 2008. He left Elon Musk’s Model S engineering team in 2012 and joined Atieva, now Lucid Motors, in 2013 as the Chief Technology Officer. He still holds that title, but another accompanies it as of April 2019: Chief Executive Officer.
In a recent interview with Motortrend, Rawlinson talked about his company’s technology that he believes will pass Tesla, the “fanboys” of Elon Musk’s company, and why the success of the Model S is, at least in part, because of him.
Lucid unveiled the Air in December 2016. Lucid and Rawlinson both claim the vehicle will be capable of 1,000 horsepower and 400 miles of range per charge. While a prototype of the Air managed to prove its range is for real, the horsepower claim is still untested, and Rawlinson knows the doubters still exist. “When I claimed that we would have a 1,000-hp car, or have over 400 miles of EPA five-cycle range, nobody believed it,” he said to MotorTrend’s Kim Reynolds.
His claims do not stop there, however. Rawlinson says the Air will be better than the Model S in every way possible as it equips a power unit capable of more power density than Tesla’s most powerful vehicles. “We’ve got 16.7 kW-per-liter [power density] in our power unit. No one has done that. Tesla hasn’t done that,” he said.
Rawlinson certainly seems like he is motivated by those who speak about Lucid in a bad light, and it is all too familiar for him. “Now I’m having a sense of déjà vu, with history repeating itself,” he says. “Lucid is being put down by Tesla fans. Those old petrol fanboys are the current Tesla fanboys. Very similar rhetoric.”
However, Rawlinson’s rhetoric about his former employer isn’t squeaky clean, either. In 2019, he stated Tesla is not a real luxury brand. “You only have to get inside a Tesla to recognize it’s not really a luxury car. It’s a premium car but not true luxury,” he said.
Perhaps this is why Tesla “fanboys” have been critical of Rawlinson’s new project. Tesla CEO Elon Musk has always said that its competitors are never going to be companies with the same sustainable mission. The companies that are looking to advance petrol-based technology are the real enemy. While there are Tesla fans who are competitive, many are embracing the transition to electrification as a positive thing. Perhaps it is not about the cars at all, but what Rawlinson has said about Tesla in the past.
Additionally, during the interview, Rawlinson says his influence is the reason for the Model S’ success in the electric industry. “Model S was actually styled before I joined Tesla. My task was to retrospectively fit all the bits into it. It was a pretty interesting intellectual puzzle to design a car from the inside out,” he says.
Later in the interview, Rawlinson goes on to say that his thirst for perfection was the reason the Model S became such a successful vehicle. His constant nit-picks and desire to do better drove Tesla’s first sedan to become the pioneer of electric transportation. “But everybody on the Model S team knows I was all over every detail and drove everybody crazy trying to create a car that had to be better and better in every way,” he said.
Rawlinson’s project with Lucid was to be unveiled at the New York International Auto Show last week, but the COVID-19 pandemic effectively shut down all large gatherings. However, the vehicle is scheduled to begin production in late 2020 after its new facility in Casa Grande, Arizona, is complete. Whether the car will live up to its lofty expectations remains to be seen. Still, Rawlinson’s development of the Model S shows he is capable of breaking barriers, and the Air could be the electric industry’s next big thing.
Elon Musk
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
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