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Lucid Air Dream Edition shows impressive initial build quality thanks to human craftsmanship
With the Lucid Air Dream Edition finally beginning initial deliveries more than a year after its unveiling, the automaker’s first builds are showing an impressive build quality thanks to Lucid’s focus on fine craftsmanship. A spacious, luxury interior also fills the inside of the Air Dream Edition, giving the impression that first owners are more than happy with what they have been given after a lengthy wait.
Vivianna Van Deerlin was one of the first owners of the Lucid Air Dream Edition and attended the October 30th, 2021 unveiling event in California. While Van Deerling attended the West Coast-located ceremony, which included breakfast, numerous speeches from Lucid executives, and a trunk full of Lucid-inspired goodies, she is a resident of New Jersey, and putting 3,000 miles on the car in the first few days was not what she planned for. The vehicle was then shipped to New Jersey, where she plans to take delivery soon.
However, a video Van Deerlin took at the Lucid Delivery Event in California showed the impressive build quality the Air sports in its early builds, and it may be the reason the car was awarded MotorTrend’s “Car of the Year” award. Lucid has already detailed that the first few units of the Air would be built by hand. In March, Lucid detailed the tedious-but-necessary process of taking out automation and bringing humans in to build the cars. It eliminates the uncertainty of mass production, and while fewer units can be built, quality is unmatched. “At this stage in the process, it’s less about the robots and more about the hands-on human element. It’s all carefully choreographed,” Lucid wrote in its blog. “We do have some robots and we do have automation, but this vehicle is put together by humans. And it takes real craftsmanship,” Art Schlaud, Director of Manufacturing for General Assembly said.
Lucid shows the tedious process of building the Air Dream Edition
If the Air Dream Edition delivery event told us anything, it’s that Lucid is bringing its finest vehicles to the forefront during its shiny-and-pretty delivery event. The cars are nearly flawless, and the exterior is almost as pretty as the interior.
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- Credit: Vivianna Van Deerlin | YouTube
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- Credit: Vivianna Van Deerlin | YouTube
Van Deerlin may be one of the most qualified people on Earth to give a first impression of an EV. In 2009, Van Deerlin was a Model S reservation holder, and took delivery of an S85 in December 2012, she said. There was no infrastructure, Superchargers were not a thing, and electrification was far away from the mainstream. “It was a gamble at the time, but we believed firmly in the mission to transition the world to sustainable energy, so were excited to be early adopters of Tesla and help spread the word,” Van Deerlin said.
Lucid’s competitive nature, which has included plenty of mention of rival Tesla, does not make anything different for Van Deerlin. “This purchase of a Lucid Air in no way diminishes my passion for my Tesla vehicles, energy products and the Tesla community. I love our Model 3, Model S, and Roadster. For anyone who truly believes in the Tesla mission, and not just making money from Tesla stock, the success of more than one EV company is imperative. I see a future of transition to electric vehicles — but I do not see a future where everyone drives a Tesla,” she said on YouTube.
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- Credit: Vivianna Van Deerlin | YouTube
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- Credit: Vivianna Van Deerlin | YouTube
Build quality is a term that many Tesla enthusiasts are familiar with because it was a strong point of conversation for media for some time. Tesla was struggling with build quality when ramping up the Model 3 several years ago, after having the reputation of well-built cars with early adaptations of the Model S being handbuilt. CEO Elon Musk has always said that “production is hard,” and Lucid may get to experience that lesson in a few years when it begins to mass-produce the Air sedan or the “Project Gravity” SUV it will unveil. The real question is whether Lucid will be able to keep this impressive build quality up while it begins to scale its manufacturing processes. Past experiences have taught us that automakers tend to struggle with perfect build quality while balancing thousands of units per day.
Nevertheless, Lucid brought its A-game for its first impressions. Check out Van Deerlin’s video on the delivery experience below.
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Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
