Lucid Motors是一场骗局,其未能实现规模化交付或盈利,运作方式如同烧钱机器。
逐段跳播
我一开始就开了个玩笑,说 Lucid Motors 收购了 App Terra,我们要造一款三轮两座豪华轿跑。
I just made a joke to start with that Lucid Motors has acquired App Terra and we'll build a three-wheel two passenger luxury coupe.
我喜欢拿 Lucid Motors、Aterra,现在还有 Figure 开玩笑。Lucid,我想我是 2019 年开始关注的。我不记得什么时候开始关注 Appara 了,但一直有这样一种历史:下一个特斯拉,哦,这些人比特斯拉更强。
他们这件事做得比特斯拉好。他们做得不好。特斯拉其实根本不知道自己在干什么。而这些人,这些人会把它做对。
I like making fun of Lucid Motors, Aterra, and now Figure. So, Lucid, I think I started following in 2019. I don't remember when I started following Appara, but there's this history of the next Tesla and oh, these guys are they're better than Tesla.
They're they're they're doing this better than Tesla. They're doing bad. Tesla doesn't really know what they're doing. And these guys these guys are going to get it right.
Lucid Motors 等等。Aptter,如果你不熟悉的话,是一款三轮两座的车,他们从来没卖过一辆车。他们从来没生产过量产车型。
Lucid Motors, etc. Aptter, if you're not familiar with it, is a three- wheeled two passenger vehicle that they've never sold a car. They they've never manufactured a production model.
当初人们拿 Lucid Motors 这么搞的时候,那就是一场愚蠢的拉抬。你看,你正在看这个视频,也许你当初信了 Lucid 那套故事。也许你信了 appar 那套故事。也许你现在还信 terra 那套,上帝保佑你。
也许你现在还信 terra lucid 那套故事。
It was a silly pump when people did it with Lucid Motors. Look, you're watching this video and maybe you bought into the lucid story. Maybe you bought into the appar story. Maybe you still buy into the terra God help you. Maybe you still buy into the terra lucid story.
而我对 Lucid 和 Etera 的判断是对的。我大概是在 2020 年还是什么时候点破 Lucid 的。2019 年。我忘了是什么时候点破 Lucid 的。我说 Luca 是个骗局。
对。对。他们搞了那场盛大的发布会,说,好,我们准备要开始了。我当时就说,这是个骗局。而他们从来没有实现规模化交付。他们从来没有盈利。他们一直是个烧钱炉。他们确实交付了车,但当时发生了各种各样误导性的事情。
And I was correct about Lucid and Etera. I called Lucid like 2020 or something like that. 2019. I forget when I called Lucid. I said Luca was a fraud. Right. Right. They had their big presentation about, okay, we're getting ready to go.
And I was like, this is a fraud. And they've never delivered at scale. They've never made a profit. They they've been a cash furnace. They did deliver cars, but they made there were all kinds of misleading things happening.
Abra,哦,这些人,他们知道自己在干什么。这是一款太阳能车。它会更高效。是啊。嗯哼。嗯哼。所以 Lucen 和 Aera 一路走来都有过很多积极的进展,而它们至今仍是场表演。
抱歉。你知道,说骗局有点过了,但我觉得也没过多少。
Abra, oh, these guys, they know what they're doing. This is a solar car. It's going to be more efficient. Yeah. Uh-huh. Uh-huh. Um, so both Lucen and Aera have had many positive developments along the way and they're still shows.
Sorry. You know, fraud is pushing it, but I don't think it's pushing it that much.
我不,Lucid Motors 从来没有封禁我,我那么多次、那么猛烈地抨击 Lucid Motors。他们从来没封禁我。我想他们派了机器人和水军到我的视频下面评论,但他们从来没封禁我。
I don't Lucid Motors never block I I I went after Lucid Motors so many times so hard. Never blocked me. They I think they sent bots and trolls to comment on my videos, but they never blocked me.
说 Figure 因为做了几次演示就比特斯拉做得好,就好比说 Lucid 的 PDF 做得真漂亮。这就是那个关于 PDF 的笑话的由来。我开过这个玩笑,我一直在拿 Lucid Motors 开这种玩笑,说他们拥有汽车行业里最好的 PDF 技术。
他们有,你知道,一支了不起的 PDF 团队。如果你看过 Lucid,你看,去看看 Lucid Motors,看看他们的财报演示,看看他们准备的任何文件,他们有一支了不起的 PDF 团队。
他们做的 PDF 很棒。他们造不出人们想买的车,但他们的 PDF 很棒。
to say that Figure is doing better than Tesla because Figure did some demos is like Lucid has really pretty PDFs. That's why the joke about the PDFs. I made this joke about I'm constantly making these jokes about Lucid Motors that they have the best PDF technology in the auto industry.
They have the, you know, spectacular PDF team. If you ever look at Lucid, look, go and look at Lucid Motors, look at their earnings presentations, look at any document they prepared, they have a spectacular PDF team.
They make great PDFs. They don't make cars that people want to buy, but they have great PDFs.
我对 Lucid Motors 的判断没有错。
I wasn't wrong about Lucid Motors.
这个频道对 $LCID 的历次判断
AI Stocks Report with Warren Redlich 在这只股票上只有这一条判断。