Kilowatt: A Podcast About Tesla

Episode Summary:In this episode of Kilowatt, we analyze Lucid Group's Q2 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Usaid. We explore key updates, including a remarkable 38% increase in vehicle deliveries year-over-year, alongside a notable partnership with Uber and Neuro to develop a next-gen premium robotaxi, highlighting Lucid's vision for the evolving electric vehicle landscape. Winterhoff discusses the company's strategic goals, focusing on manufacturing excellence and enhancing autonomous driving features amidst challenges like supply chain bottlenecks and tariff impacts on margins. The episode also examines marketing strategies and brand loyalty, particularly relating to new ambassadors, while revealing the financial pressures Lucid faces, including a concerning gross margin. As we reflect on Lucid's aspirations for a more affordable midsize vehicle, we consider the competitive landscape and Lucid's unwavering commitment to innovation in the electric veh