News
Lucid announces DreamDrive: a ‘user-friendly, future-ready’ Advanced Driver Assistance System
Lucid Group has announced the details of its Advanced Driver Assistance System (ADAS), DreamDrive, which it calls “the most technically sophisticated advanced driver-assistance system.” Lucid’s DreamDrive, which comes standard in the company’s top two trims of its Air sedan, employs up to 32 onboard sensors, a driver-monitoring system, and a user-friendly interface powered by onboard ethernet networking systems. The system is set to have new features and improvements delivered to it through a series of Over-the-Air updates.
“DreamDrive Pro has been designed to grow in capability, thanks to our ability to deliver software over-the-air and key equipment already in place in the vehicle,” Lucid’s Senior Director of ADAS and Autonomous Driving, Dr. Eugene Lee, said. “Thanks to highly integrated hardware and software teams, Lucid has the ability to develop new functionality for DreamDrive Pro in-house. This can benefit every facet of the DreamDrive Pro experience, from the frequency of updates to the planned rollout of the Highway Pilot system for conditional automated driving on select roadways in the coming years.”
Lucid Air Dream gets massive 520-mile range rating in preliminary EPA tests
A Sensor Suite That Can Detect What the Human Eye Cannot
The 32 onboard sensors that will feed data to the DreamDrive system will detect what the human eye can’t. Only the most trained eye will be able to spot the up to 32 sensors on the Air Dream and Grand Touring editions as they will be seamlessly integrated into the exterior of the sedan.
Lucid writes:
“Comprising 14 visible-light cameras, five radar units, four surround view cameras, ultrasonic sensors throughout the vehicle exterior, and, for DreamDrive Pro, the first automotive installation of LIDAR in North America. This solid-state LIDAR sensor will deliver high-resolution data with an ultra-wide field of view. Together, these sensors enable DreamDrive to detect what a human driver cannot, and act as an invisible co-pilot to help drivers get to their destination safely.”
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- Credit: Lucid
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- Credit: Lucid
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- Credit: Lucid
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- Credit: Lucid
A Human-Machine Interface That’s About the Human
Lucid DreamDrive also will use its Surreal Sound from its 21-internal speaker system to deliver clear directional alerts that will enhance the safety and awareness of drivers. The use of the speakers to warn drivers with directional alerts will enhance features like Front and Rear Cross Traffic Protection and Autonomous Emergency Braking. Surround View Monitoring also will provide a 360-degree view of the car, helping maneuver tight parking spaces or streets.
Highway Assist and Auto Park
Highway Assist and Auto Park features will also help enhance DreamDrive’s versatility. Lucid writes regarding Highway Assist:
“The Highway Assist group of features is designed to help drivers stay safe, while also making the Lucid Air even more delightful to drive. Highway Assist blends adaptive cruise control and lane centering control to help keep the Lucid Air right where it belongs on the freeway, at a safe distance from the vehicle ahead and other lanes. Traffic Jam Assist operates at speeds between 0 and 40 miles per hour, aiding in centering the vehicle when lane lines are occluded by close traffic. For vehicles equipped with DreamDrive Pro, further functions for Highway Assist are already in development.“
Of course, drivers will be able to use Highway Assist when the driver is attentive, and this will be confirmed through a robust sophisticated driver monitoring system. “An infrared driver camera tracks head position, eye gaze, and blinking, while hands-off detection prompts the driver to return their hands to the steering wheel immediately,” the company’s press release states.
Additionally, an Auto Park feature will make putting the car in tight spots much easier. Identifiying parallel or perpendicular spots and easily parking in them makes the task of maneuvering a thing of the past. It will even turn the wheels toward or away from the curb when parking on a hill.
A Robust Platform for Greater Capability in the Future
All of these features are great, but they wouldn’t be possible without the right platform. Lucid’s proprietary Ethernet Ring will enable four high-speed computer gateways – one at each corner of every vehicle – which will communicate with one another at lightning-fast speeds to result in high performance and hgih degrees of redudnancy for key ssytems like steering, braking, power, sensors, and more.
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.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
