McLovin Special Sauce

@Lucid_2030_ @nuro @LucidMotors @Uber Ok so Lucid is taking the loss then for not paying retail when they are already losing $$ per vehicle. How much of the AV revenue will each take?

@MclovinSpecial @nuro @LucidMotors @Uber I don't believe the one Uber bought is the $95k Gravity GT. Touring is much cheaper and Uber most likely have not paid retail for ordering 20k units. Uber ordered and has deal to invest in Rivian too which PIF owns nothing.

Day and night, rain or shine, our Robotaxi Engineering Fleet is always in motion as we train and test our autonomous ride-hailing service. Driven by Nuro, built by @LucidMotors, exclusively on @Uber. Coming soon to the San Francisco Bay Area. #autonomousvehicles #selfdriving #drivenbynuro

@ClaudeNaggar @nuro @LucidMotors @Uber Of course you need utilization. What I’m saying is that $100k cars with Nuro equipment is higher capex. It is more expensive to operate than a smaller purpose built two seater. Why do you think lucid is building a two seater robotaxi wannabe? theverge.com/transportation…

@MclovinSpecial @nuro @LucidMotors @Uber You don't know what your talking about. It's all about utilization doesn't matter if a robotaxi is 50,000 or 100,000. With no utilization they are both dead on arrival. Uber can p as an X or black. Doesn't matter as long the utilization is high.

Riders care about pricing. In your family use case it’s a no brainer, that’s why Uber XL exists. Lucid is also building a dedicated two seater, taking Tesla’s lead, in that 80% of all rideshares are no more than 2 passengers. There is a place for everything but it would not be good for margins for any of these companies trying to stay afloat, especially Lucid.

@MclovinSpecial @nuro @LucidMotors @Uber If I had to choose between getting two or even three cybercabs or one Gravity for my family trip from the Airport to a resort guess which one I’m picking. They will have there place and the rider won’t care what the production cost or margin is.

Pre Covid expectations of Twitter being nearby and other large tech incentive moving into the city tax free. Covid hits and that area between 6-7th street is rough with homeless and meth addicts. Bad investment choice. Most homes in better areas and in the surrounding Bay Area are still selling well above $1000/sq-ft.

San Francisco downtown condo sale in the “Mid-Market” area Purchased in 2018 for $1.256MM Just sold for $690k $566k loss

@FredLambert @JJeffrey100 @elonmusk Funny how super human zoox does not operate in the rain. I’m on their beta program and the AI is timid, service does not work in bad weather, and strict geo fence. Elon is solving the harder problem while Waymo took the easier route.

To think? You are not thinking. You are just parroting what Elon has been saying for years. Your entire point relies on "human drives with eyes, eyes are like a camera." That doesn't address my point whatsoever. The goal is not to be as good as humans, it's to be superhuman good. Sensors that humans don't have help you get there. Stop offloading your thinking to a 50-year-old edgelord and start thinking for yourself.

$TSLA folks were plain wrong about Waymo scaling. @elonmusk was plain wrong about Waymo. Tesla was wrong to give up on sensor fusion. It was wrong to sell a driver-assist system as 'Full Self-Driving'. These are not controversial statements. They are simply facts.

Waymo still not profitable. Est. 2025 losses: ~$4.5-5.6B (60-75% of Alphabet's Other Bets red ink), even as revenue run rate hit ~$350M on 15M rides. Targeting 1M weekly rides in 2026 for ~$1B+ rev, but scaling costs (fleet/R&D/expansion) remain high. Raised $16B at $126B val to push global growth. Path to profits exists, but not there yet. 🚕🤖 #Waymo #Robotax

But the $TSLA Cultists told me this company couldn't scale? Please can someone remind me how many million robotaxis Tesla has?

@Michael_L_Rauch @Tesla You can say that for a lot of models. It’s a great car and people want reliability, savings, and good design. It’s a utility and enthusiasts are a minority.

The @Tesla Model Y may be a victim of its own success. The more people I talk to say it’s a grea cart, but don’t want one because there are so many of them & they see it as boring. It’s sadly becoming a generic car to a lot of folks without much passion. 🚙

@LucidMotors Get off the exclusive luxury mindset! A robotaxi is utilitarian so no need to advertise with rimowa luggage in the trunk.

Always thinking about what comes next. Our two-seat robotaxi concept imagines a future of mobility that is sustainable, comfortable, safe, and accessible for all.

Marketing BS—Save your money, DON'T BUY the AIR. Buy the Link Pro on Amazon for $171, and it's the same device with a software update. They rebranded the Link Pro as the Air and raised the price by $78, without a subscription. Get this — they didn't even bother to rebrand the packaging and will still ship the Link Pro to clear inventory.

🎙️ Our CEO Sal Syed joined Ian Frasier and Mike Martysiewicz on the Golf Asylum podcast to unveil what's next for Arccos. Arccos Air is here and it's unlike anything we've built before. No sensors on your clubs. No phone required. Just seamless, automatic shot tracking that feels like the future. In this episode, Sal breaks down the technology behind this leap forward and what it means for golfers everywhere. 🎧 Check out the full conversation with Golf Asylum - bit.ly/4stqM4U @Mmartysiewicz @ianfraser #ArccosAir #GolfTech #GolfInnovation #GolfPodcast

Save your money, DON'T BUY the AIR. Buy the Link Pro on Amazon for $171, and it's the same device with a software update. They rebranded the Link Pro as the Air and raised the price by $78, without subscription. Get this — they didn't even bother to rebrand the packaging and will still ship the Link Pro to clear inventory.

The future of golf tracking is here and it's never been easier. 🚀⛳ Introducing Arccos Air, no sensors, no phone, just golf. Track every shot. Understand your game. Play smarter. #ArccosAir #ArccosGolf #GolfTech #GolfPerformance #SmartGolf #GolfGame

Save your money, DON'T BUY the AIR. Buy the Link Pro on Amazon for $171, and it's the same device with a software update. They rebranded the Link Pro as the Air and raised the price by $78, without subscription. Get this — they didn't even bother to rebrand the packaging and will still ship the Link Pro to clear inventory.

Introducing Arccos Air. ✨🏌️‍♂️ Tracking your game just got a whole lot easier! We have spent years listening to golfers tell us the same thing. The data is powerful. The sensors are ... well sometimes we love them and sometimes we don't. They want the insights without the friction. Arccos Air is exactly that. No phone. No sensors. Just golf. A pocket-sized AI wearable that automatically tracks every shot of every round with no sensors on your clubs and no phone in your hand or pocket. Powered by AI trained on 1.5 billion golf shots, it delivers Strokes Gained Analytics, AI Strategy, and Green Maps to help you play your smartest golf. Play a rental set. Switch clubs mid-season. Arccos Air tracks your game no matter what. Available now. 🔗 Shop Arccos Air: Arccosgolf.com

Save your money, DON'T BUY the AIR. Buy the Link Pro on Amazon for $171, and it's the same device with a software update. They rebranded the Link Pro as the Air and raised the price by $78, without subscription. Get this — they didn't even bother to rebrand the packaging and will still ship the Link Pro to clear inventory.

Coming Soon... 👀

Save your money, DON'T BUY the AIR. Buy the Link Pro on Amazon for $171, and it's the same device with a software update. They rebranded the Link Pro as the Air and raised the price by $78, without subscription. Get this — they didn't even bother to rebrand the packaging and will still ship the Link Pro to clear inventory.

⛳ One pocket-sized device. 1.5 billion shots of AI. Zero sensors required. Meet Arccos Air — the smartest golf tracker ever made. Everything you need 👊 Nothing you don't 🙅 ✅ Automatic shot tracking ✅ Strokes Gained Analytics ✅ AI Strategy ✅ Green Maps on 9,000+ courses ✅ No sensors. No phone on course . What would you do with this data after your next round? 💬 Tell us below.

@fallawanna @elonmusk I'm sure that classical artists throughout history asked for consent, even if their paintings were based on their imagination of a woman or a man. 1st-art-gallery.com/article/most-f…

You trained your Al on women without consent. It included non-consensual nudity and rape edited to look consensual so it's allowed to be posted in the first place. Then you create those generations and you post them in our face showing us exactly how they're using our faces and bodies without consent. It's sexual harassment. Grow the fuck up.

The new Imagine model will be even more beautiful

@WhiteMillions Only thing sinking is Lucid. You mean $1 if it weren’t for the reverse split. Making cars alone is not a high margin business.

Rivian delivered 42,247 cars in 2025 That year their market cap was ~$28B at peak Lucid is expected to produce 100,000 cars by 2028 At a similar market cap like Rivian's, $LCID stock would trade at $85 It's currently trading at silly $10 Take a moment to let it sink in.

@K_L_M @elonmusk @SpaceX @Tesla Haters gonna hate. This is the dumbest thing I’ve read on the internet today.

@elonmusk @SpaceX @Tesla Nobody's asking how SpaceX and Tesla — two companies with zero semiconductor fab experience — plan to produce a terawatt of compute annually. TSMC took 40 years to build what they have. This is an announcement about tonight's announcement.

Formal announcement of the TERAFAB project, which will be done jointly by @SpaceX and @Tesla, tonight around 8pm CT. Livestream on 𝕏. The goal is to produce over a TERAWATT of compute per year (logic, memory & packaging) with ~80% for space and ~20% for the ground.

@EmiratesSupport The UAE should just consider taking over Iran and its government. Stop standing on the sidelines getting bullied and take the country.

All flights to and from Dubai have been temporarily suspended. Please do not go to the airport. Emirates will share updates when available. We would like to thank our customers for their understanding and patience. The safety of our passengers and crew is our highest priority and will not be compromised.

@Tesla Will owners get paid or any profit sharing for the electricity you draw from our batteries ? I don’t want to come back to my car with 20% battery being leveraged as a compute node. I hope it’s opt in and doing so is incentivized.

Teslas will become mobile compute nodes

@WhiteMillions Are you serious? They have to scale first and build a quality product if there is demand. You also no longer have the EV credits helping sales. Good luck.

Lucid comes to market with a Tesla Model S and X competitor, and then Tesla takes both their models out of production because sales fell off a cliff What will happen to the Model Y when Lucid's Y competitor enters the chat?