Kilowatt show notes
Tesla has invited select customers to order a Cybercab for $29,990, with a required $299 monthly autonomy subscription and operation limited to supported Robotaxi zones. Bodie runs the numbers on what it might take for an owner to break even at 30 cents per paid rider mile, factoring in charging, tires, maintenance, and miles driven without a passenger. Then he plays selected clips from Lucid’s Q3 2026 earnings call, where CEO Silvio Napoli outlines the company’s plans to cut cash burn, improve service and quality, and get spending under control. The call covers a $1.75 billion credit increase from Saudi Arabia’s Public Investment Fund, progress at Lucid’s Saudi factory, and plans for the midsize Cosmos and Earth. Bodie also looks at Lucid’s driver-assistance plans and the milestones its robotaxi partnership with Uber and Nuro has to clear before a planned Bay Area launch. Investor and analyst questions round out the episode with a closer look at Lucid’s liquidity, vehicle deliveries, and efforts to improve how it tracks inventory.Other Podcasts
Publications
News Links
- Tesla Cybercab orders open at $29,990 + $299/mo, only in Robotaxi zones
- Lucid Q3 2026 Earnings Call Webcast Lucid Group, Inc.
- Lucid Announces Third Quarter 2026 Results, Reduces Cash Consumption by 30%, Transformation on Track, Liquidity increased by $1.75 billion Lucid Group, Inc.
- Lucid Q3 2026 Earnings Release Presentation (PDF)
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