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Tesla Model S vs. Lucid Air: comparison of range, performance and price
Silicon Valley-based electric car startup Lucid Motors continues to make a name for itself as a real contender to Tesla, having recently debuted its long range Lucid Air ultra-luxury sedan across a series of meet-and-greet and test ride events in Southern California. Renowned tech reviewer MKBHD billed the Air as possibly being the Future of Luxury. But how does Lucid’s “private jet on wheels” stack up against Tesla’s Model S?
Ben Sullins of YouTube channel Telsanomics takes a deep dive into known published stats for each vehicle, and compares the two on range, performance, price, technology, and interior trim.
First, a disclaimer. Ben’s video was made before Tesla announced that the Model S 60 would no longer be available after April 17. Ben notes in the video description “In this video, I look at how this new base model Lucid Air stacks up against a Tesla Model S 60. Of course, since recording this Tesla has announced they no longer will be offering the 60 but the comparison is still relevant considering the primary variable is the range of the Model S.”
Range, Performance and Price
The base Lucid Air will offer 240 miles of range, rear wheel drive and have 400 horsepower through a single electric motor. Tesla’s base Model S 60 is rated at 210 miles of range with 320 horsepower, and also rear wheel drive.
Both vehicles will also be comparable in price. Lucid says its base model will start at $52,500 after deducting the $7,500 federal tax credit. By comparison, Tesla’s Model S 60 will be priced at $53,700 before incentives. If we are to factor in Tesla’s soon-to-be base Model S 75 into the equation, the price difference increases to a more dramatic $14,500.
Technology
The Lucid Air has 3 touch screens within the driver’s line of sight. The one located in the center of the car that displays less critical information can retracted into the dashboard when not in use. The other two flank the central instrument panel. There is another touchscreen available for rear seat passengers to adjust heating and cooling as well as sound system settings.
Both the Model S and the Lucid Air will be equipped with hardware that can facilitate fully autonomous driving. Feature updates will come via over-the-air software updates.
Interior
As pointed out by MKBHD in his review video of Lucid Air, the interior appointments of Lucid’s vehicle appear to be aimed more toward the luxury car buyer than those in the Model S. Some Tesla buyers who have purchased a Model S have critiqued Tesla for not matching their expectations when it comes to the quality of the interior materials used. MKBHD commented that the Lucid Air interior seems to have higher quality interior appointments, at least to his eye.
One thing that has impressed those who have ridden in the Lucid Air is the expansive front windshield. Like the Model X, it flows back over the heads of front seat passengers in one unbroken sweep of glass. In fact, the Air name was suggested by the light, airy feel created by all that glass. But that enormous front windshield will not be available on the entry level Air. The company says it will have an aluminum roof, 19″ wheels, and a 10-speaker audio system.
Availability
Tesla Model S and Lucid Air match up quite closely in terms of power, performance, and technology. Tesla CEO Elon Musk is always encouraging other manufacturers to build “compelling electric cars” and Lucid Motors is poised to be that manufacturer that has truly stepped up to the challenge.
Lucid, for the moment, has big plans. The company has identified a site for its factory in Casa Grande, Arizona and aiming for production beginning in late 2018 to early 2019.
Though Tesla has a 5-year head start on the buildout of its factory, distribution channel and charging network, is that enough to hold back Lucid from becoming a major force in the premium electric vehicle market? One that’s had time to learn, adapt and move arguably more efficiently than Tesla?
Lucid is a serious contender.
Here’s Teslanomics’ comparison of the Tesla Model S vs. Lucid Air. What are your thoughts?
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
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.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
