Sometimes you witness something, and the only thing you can think to describe it is “yep, they got it.” That’s the feeling I had when I saw the Lucid Air Dream Edition in person this week. “They got it.” By “it,” I mean they may have actually cracked the secret recipe for what makes a great electric vehicle (EV). While that’s very good news for EVs, it could be very bad news for Tesla.
Before I explain why, let’s be honest, Tesla is–by a scale of magnitude–the most successful EV maker. The competition isn’t even close.
Sure, there are traditional car makers experimenting with how to put an electric motor into what they’ve always understood a car to be. That’s how you end up with the Chevy Bolt or Nissan Leaf or the Porsche Taycan. In each case, those vehicles represent only one small piece of a