Overview
- Lucid introduced three midsize vehicles, naming Cosmos and Earth and teasing a third, with Cosmos expected to enter production by year-end at about $50,000 to start.
- Uber’s president said a deal is being finalised to deploy Lucid’s midsize platform as a robotaxi at volumes comparable to the 20,000 Gravity vehicles already under contract.
- Lucid revealed Lunar, a two-seat robotaxi concept targeting 5.5–6.0 mi/kWh and roughly 40% lower operating costs than current robotaxis, with no steering wheel or pedals.
- The midsize lineup uses an 800-volt zonal architecture and a new Atlas drive unit that reduces weight and parts, and it adds mechanical door handles plus a single ultra-wide dashboard display with redundant physical controls.
- Executives outlined an autonomy subscription launching in early 2027 at $69–$199 per month and a goal of about $1 billion in annual non-vehicle revenue, while shares fell roughly 8% during the investor event.