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.

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.

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.
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!
News
Tesla Model Y L gets suspension complaints in over odd issue China
The Tesla Model Y L is arguably the most hyped trim of the all-electric crossover, other than the Performance configuration that comes with white-knuckle speed and sports car-level handling.
However, it is not all perfect. Tesla owners in China who took delivery of the Model Y L, denoted with an L to highlight its longer wheelbase, are experiencing what they are referring to as “collapsing” of the rear wheels, as suspension issues appear to be an issue with some of the builds.
🚨 Model Y L owners in China report rear suspension sag
• Six-seat long-wheelbase Y. Shanghai. On sale since August 2025
• Owners say the rear tire-to-arch gap shrinks after mileage or a full load. Some cases after about 9,000 km loaded. Others near 30,000 km
• Tesla service… pic.twitter.com/Lr6i5Tbi07— Joe Hansen (@joehansen) September 1, 2026
The gap between the wheel arch and tire has narrowed to the point that “not even a single finger” could fit, according to a report from Car News China. The failures are not tied to a specific mileage, as one owner said that after just 9,000 kilometers (5,600 miles), they noticed the suspension issue when their car was fully loaded.
Another one had the issue at 30,000 kilometers (18,640 miles) and noticed that the wheel gap shrank to two fingers, so not as drastic as the person who reported a similar issue at 9,000 km.
Tesla Model Y L is gaining momentum in China’s premium segment
Along with the visual recognition of the issue, others are saying the sagging is causing abnormal wear on the inside of the tires. Extra weight and instant torque already provide additional stress on the tires in electric vehicles during normal operation, so it is no surprise that this is another complaint.
There has been no recall issued by Tesla, and the company has not yet publicly acknowledged the issue.
Some are suggesting that owners use a “finger test” to self-diagnose whether there is an issue with the suspension. There should be four fingers between the tire and the wheel well; anything less than that starts to get dicey.
News
Tesla Cybercab event gains steam ahead of massive launch
Tesla is starting to truly tease and hype its groundbreaking Cybercab event, which takes place tomorrow in Austin, Texas. It will be the first time members of the public will be able to ride in a Cybercab, a vehicle without any manual controls, on public roads.
Tesla has been dropping some hype on X over the past several days, but this morning, the excitement has truly started to build up for the event. Although Cybercab has been unveiled before, this is truly Tesla’s announcement that it is ready to start offering autonomous rides for public passengers in its new ride-hailing-geared vehicle for the first time.
The hype has started with a variety of different social media posts that are a true indication that Tesla is preparing for something big. Teasing so much of the potential of Cybercab, including its ability to truly revolutionize how people hail rides for local travel, is what the big idea for the event entails. The time that many Tesla owners, fans, and investors have been waiting for is potentially here:
— Tesla (@Tesla) September 2, 2026
The event has remained slim on details. Even invitees are still awaiting true details about what the event will entail, where they’ll go, and what is in store for the evening. This is pretty typical for an event run by Tesla; they keep things under wraps for the most part until the very last minute.
However, there is no secret about what the real intention of Tesla is for this event: it is going to be a huge reveal party for a vehicle that has no steering wheel and no pedals. It is a truly massive step for the company moving forward.
No steering wheel, no pedals
— Tesla Robotaxi (@robotaxi) September 2, 2026
Speculation persists as to whether this is going to be an event that simply announces that rides will begin with the Cybercab, or it will be something more substantial. Tesla has said in the past that they plan to sell the Cybercab to the general public in what could become a great way to earn passive income by adding it to a more global fleet of Robotaxi-geared vehicles.
Tomorrow, the show begins in Austin, and the Cybercab goes live at some capacity; we just don’t know exactly how quite yet.
News
SpaceX tells the FCC that Starship Flight 14 is going to orbit
SpaceX filed with the FCC for Starship Flight 14, its first true orbital launch attempt.
SpaceX has asked the Federal Communications Commission for permission to fly Starlink terminals during Starship’s fourteenth flight test, and the filing lays out a genuine trip to orbit, something the program has never attempted.
Every Starship flight so far, including Flight 13’s successful splashdown in the Indian Ocean on July 24, has flown a suborbital arc that ends with the ship reentering the atmosphere within the same hour it launches. The FCC paperwork describes a mission profile built around an actual orbital insertion instead.
The payload is the other half of the story. Flight 13 carried 20 production Starlink V3 satellites, but because that mission never reached orbit, the satellites reentered along with the ship rather than joining the constellation, something Teslarati covered in detail after SpaceX released footage shot from one of those satellites as it drifted away from Starship in space. Flight 14 is designed to close that gap. If the orbital insertion holds, the roughly 20 V3 satellites onboard would separate into an operational orbit and could eventually go into service, each one rated for about 1 terabit per second of downlink capacity by SpaceX’s own account.
SpaceX announces new Starbase for ‘thousands of Starship launches annually’
Elon Musk first flagged the orbital attempt during SpaceX’s August 4 earnings call, the company’s first as a public entity following its June IPO under the ticker SPCX. He also floated catching the ship with the Starbase tower on the same flight, an idea he walked back on August 20, saying the catch attempt would more likely come “in a few months,” as Teslarati reported at the time. Flight 14 will instead target a splashdown for the ship in the Indian Ocean, the same recovery method used since Flight 12.
Hardware has been catching up to the ambition. Booster 21 completed a full 33-engine static fire on August 28, and Ship 41 finished its own six-engine test the week before. An airspace briefing circulated to pilots on August 20 listed September 15 as the target date, later than the end of August window Musk mentioned on the earnings call, though SpaceX has not confirmed a launch date publicly and Starship schedules routinely slip while hardware and FAA paperwork line up.
The FCC filing itself does not guarantee a launch date. It covers communications authority, and not flight readiness, considering SpaceX still needs Ship 41 fully stacked and cleared by the FAA before Flight 14 can fly. But the filing is a real marker of intent and it puts a specific regulatory process behind what had so far only been Musk’s word on the earnings call.