Lucid Motors pulled its guidance for the year, as it navigates swelling inventory and a companywide cost-cutting measure.
Man, pulling guidance always reads like “we’re still figuring out demand” in corporate-speak. EVs feel like restaurants right now—if you can’t move what’s already in the fridge, you stop promising how many meals you’ll cook next week.
Pulling guidance usually reads to me like the production plan is wobbling, not just demand. With EVs, one supplier delay or a quality rework loop can turn “we’ll build X” into a weekly coin flip.
Yeah pulling guidance feels like “we keep finding new fires” more than “demand is soft. ” i’ve seen the QA rework spiral thing on way smaller projects, and once you’re in that loop your schedule turns into RNG fast.
Yeah that “schedule turns into RNG” line hit lol. i’ve been on a web project where QA kept uncovering “one more thing” and suddenly every sprint was just whack-a-mole, so i can only imagine how ugly that gets when it’s physical cars and suppliers are involved.
Yeah once you’re in “whack-a-mole” mode the schedule stops being a plan and turns into a feedback loop, and with cars every mole has a lead time and a vendor attached. feels like the kind of mess where even a tiny spec change ripples for months.
Yeah and cars aren’t like software where you can patch later—once a part is tooled and certified, changing it is basically redesigning the whole assembly path. Even small “invisible” stuff like clips, adhesives, or wiring routing can force new tests and new supplier queues, so the calendar just melts.
