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Can Lucid overtake Tesla as the best EV brand?

Credit: Lucid Motors

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Lucid’s unveiling of the Air was impressive; there is no doubt about that. It has all the ingredients for a great electric car: Speed, power, capability, luxuriousness, range, quality engineering, and a team of highly-dedicated engineers who are working to improve upon the already solid foundation that the company has laid down.

Immediately, what thought came to my mind while watching the presentation was, “They’re legit.” It is evident that Lucid was taking things seriously and was not using a bunch of fancy B-roll and suspenseful music to sell a product that wasn’t in production. No way. Lucid was dead serious about their car, and they recognize that until production begins and the Air starts being delivered to consumers, they haven’t accomplished a damn thing.

That’s a refreshing mindset in today’s day and age. To be honest, I understand a lot of companies are coming out and saying that they’re the next big thing. They’re the next Tesla, and their EV platform is the one that is going to solve all the problems.

Credit: Lucid Motors

These claims have come up empty time and time again. But Lucid definitely took a different approach. While describing and laying out the Air piece by piece for viewers to gauge thoughts on, the company’s CEO Peter Rawlinson was vocally supportive of Lucid’s efforts this far. However, he knows that the hard work is far from over. Just ask Elon Musk, who called Model 3 manufacturing “production hell” a few years ago.

That is what is super respectable about Lucid. They know that production is the real test, and it is one that never ends. After manufacturing begins and cars are delivered, there will be room for celebration, and there will be time to look at the accomplishments over the last five years. Until then, it’s hard work and grinding it out.

But it begs the question, can Lucid catch up to Tesla? Is this possible?


This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.


Tesla has a considerably-sized head start by a few years over Lucid, and Tesla has already been given the nod that it has a multi-year advantage over some of the biggest companies in the world. Volkswagen and Audi have both admitted it in the past, but their focus has not primarily been on EVs. Gas cars have filled the minds of VW CEOs for years.

Ever since VW has started manufacturing the ID.3 and ID.4, they have been plagued with a variety of issues that have been software related. Volkswagen has fantastic engineering, and the problems they have faced have been hindering the company’s ability to release a quality EV promptly.

Now, VW has an extensive and successful history in automotive manufacturing. While they have only a few years of experience with developing electric cars, they have still stumbled from time to time, and this is after having so many years of manufacturing experience.

(Credit: Volkswagen)

Lucid could experience some of those problems when the production of the Air begins. These issues could be a big problem because they may delay the ultimate delivery date of the Dream Edition, which is Spring 2021.

However, there is a chance that Lucid has worked out all of the kinks. Let’s not forget that Lucid didn’t spring up overnight. It was originally Atieva and was founded in 2007. It seems that a lot of the significant work was done when Peter Rawlinson came on, who worked for Tesla and helped with the Model S.

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Rawlinson is a seasoned and experienced veteran, and he has done some awe-inspiring things with Lucid thus far. But is there a chance that Lucid can catch up to Tesla? Sure, but what proof is there that they have a chance?

First off, it is the range. 517 miles of range in the Air, which is impressive considering it is only a 113 kWh battery pack. This is an unheard-of amount of traveling distance in an EV and is considerably more than the Model S’ 402-mile rating. Next, the performance of the Air is critical to the company’s competition with Tesla. The Air is faster than the Model S Performance, but will it be faster than the Plaid Mode Model S? It is unknown, but many seem to think that the newly-engineered flagship sedan from Tesla will be the perfect answer to the Air. Whether that becomes a reality or not remains to be seen.

What is ultimately essential with the development of the Air is we can see that real EV manufacturers are coming to light with competitive products. For so long, legacy automakers have pumped out half-hearted attempts at producing an electric car. They throw a low kWh battery pack into a sedan, give it 100 miles of range and call it “the next big thing.” News flash: it isn’t. If you want to compete in this sector, you have to give consumers a reason to want your vehicle over a Tesla, which is really the benchmark at this point, especially since the Model 3 is widely affordable.

Lucid answered a lot of those questions on Wednesday night. They proved that their car is worth it, and they have plenty of things that could be “better” than what Tesla has to offer. But, it might not be for long, because Elon Musk is the master at taking the wind from a competitor’s sails when a new product is launched.

In reality, anything can happen. But the good news is the fact that Tesla now has a real competitor who seems to be serious about EV manufacturing. There is no goal way down the road for production, and their car works and is tested. With the competition, Tesla could see its best days yet, and Lucid could ultimately be another driving force behind widespread EV adoption.

A big thanks to our long-time supporters and new subscribers! Thank you.

I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Robotaxi has a highly-requested hardware feature not available on typical Model Ys

These camera washers are crucial for keeping the operation going, as they are the sole way Teslas operate autonomously. The cameras act as eyes for the car to drive, recognize speed limit and traffic signs, and travel safely.

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Credit: David Moss | X

Tesla Robotaxi has a highly-requested hardware feature that is not available on typical Model Ys that people like you and me bring home after we buy them. The feature is something that many have been wanting for years, especially after the company adopted a vision-only approach to self-driving.

After Tesla launched driverless Robotaxi rides to the public earlier this week in Austin, people have been traveling to the Lone Star State in an effort to hopefully snag a ride from one of the few vehicles in the fleet that are now no longer required to have Safety Monitors present.

BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor

Although only a few of those completely driverless rides are available, there have been some new things seen on these cars that are additions from regular Model Ys, including the presence of one new feature: camera washers.

With the Model Y, there has been a front camera washer, but the other exterior “eyes” have been void of any solution for this. For now, owners are required to clean them manually.

In Austin, Tesla is doing things differently. It is now utilizing camera washers on the side repeater and rear bumper cameras, which will keep the cameras clean and keep operation as smooth and as uninterrupted as possible:

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These camera washers are crucial for keeping the operation going, as they are the sole way Teslas operate autonomously. The cameras act as eyes for the car to drive, recognize speed limit and traffic signs, and travel safely.

This is the first time we are seeing them, so it seems as if Safety Monitors might have been responsible for keeping the lenses clean and unobstructed previously.

However, as Tesla transitions to a fully autonomous self-driving suite and Robotaxi expands to more vehicles in the Robotaxi fleet, it needed to find a way to clean the cameras without any manual intervention, at least for a short period, until they can return for interior and exterior washing.

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Tesla makes big Full Self-Driving change to reflect future plans

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tesla interior operating on full self driving
Credit: TESLARATI

Tesla made a dramatic change to the Online Design Studio to show its plans for Full Self-Driving, a major part of the company’s plans moving forward, as CEO Elon Musk has been extremely clear on the direction moving forward.

With Tesla taking a stand and removing the ability to purchase Full Self-Driving outright next month, it is already taking steps to initiate that with owners and potential buyers.

On Thursday night, the company updated its Online Design Studio to reflect that in a new move that now lists the three purchase options that are currently available: Monthly Subscription, One-Time Purchase, or Add Later:

This change replaces the former option for purchasing Full Self-Driving at the time of purchase, which was a simple and single box to purchase the suite outright. Subscriptions were activated through the vehicle exclusively.

However, with Musk announcing that Tesla would soon remove the outright purchase option, it is clearer than ever that the Subscription plan is where the company is headed.

The removal of the outright purchase option has been a polarizing topic among the Tesla community, especially considering that there are many people who are concerned about potential price increases or have been saving to purchase it for $8,000.

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This would bring an end to the ability to pay for it once and never have to pay for it again. With the Subscription strategy, things are definitely going to change, and if people are paying for their cars monthly, it will essentially add $100 per month to their payment, pricing some people out. The price will increase as well, as Musk said on Thursday, as it improves in functionality.

Those skeptics have grown concerned that this will actually lower the take rate of Full Self-Driving. While it is understandable that FSD would increase in price as the capabilities improve, there are arguments for a tiered system that would allow owners to pay for features that they appreciate and can afford, which would help with data accumulation for the company.

Musk’s new compensation package also would require Tesla to have 10 million active FSD subscriptions, but people are not sure if this will move the needle in the correct direction. If Tesla can potentially offer a cheaper alternative that is not quite unsupervised, things could improve in terms of the number of owners who pay for it.

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Tesla Model S completes first ever FSD Cannonball Run with zero interventions

The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end with no interventions.

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A Tesla Model S has completed the first-ever full Cannonball Run using Full Self-Driving (FSD), traveling from Los Angeles to New York with zero interventions. The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end, fulfilling a long-discussed benchmark for autonomy.

A full FSD Cannonball Run

As per a report from The Drive, a 2024 Tesla Model S with AI4 and FSD v14.2.2.3 completed the 3,081-mile trip from Redondo Beach in Los Angeles to midtown Manhattan in New York City. The drive was completed by Alex Roy, a former automotive journalist and investor, along with a small team of autonomy experts.

Roy said FSD handled all driving tasks for the entirety of the route, including highway cruising, lane changes, navigation, and adverse weather conditions. The trip took a total of 58 hours and 22 minutes at an average speed of 64 mph, and about 10 hours were spent charging the vehicle. In later comments, Roy noted that he and his team cleaned out the Model S’ cameras during their stops to keep FSD’s performance optimal. 

History made

The historic trip was quite impressive, considering that the journey was in the middle of winter. This meant that FSD didn’t just deal with other cars on the road. The vehicle also had to handle extreme cold, snow, ice, slush, and rain. 

As per Roy in a post on X, FSD performed so well during the trip that the journey would have been completed faster if the Model S did not have people onboard. “Elon Musk was right. Once an autonomous vehicle is mature, most human input is error. A comedy of human errors added hours and hundreds of miles, but FSD stunned us with its consistent and comfortable behavior,” Roy wrote in a post on X.

Roy’s comments are quite notable as he has previously attempted Cannonball Runs using FSD on December 2024 and February 2025. Neither were zero intervention drives.

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