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Oct 5

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Black and white camouflaged Lucid Cosmos prototype from behind on a highway, with a Downtown Morgan Hill exit sign and an American flag in the background

Arizona · Lucid

Lucid Cosmos Caught Testing on US-101 as Lucid Builds 38% Fewer Cars

A camouflaged Lucid Cosmos prototype was photographed on US-101 in Morgan Hill, California, two months after Lucid pushed the SUV to the second half of 2027.

Haye KestelooOct 55 min read

Lucid

Lucid Q3 Deliveries Fall To 3,806 After A 38% Production Cut

Lucid delivered 3,806 vehicles in Q3 2026, down 7% from a year ago, and built only 2,954. It has still built 2,376 more cars this year than it delivered.

Haye KestelooOct 5

Lucid

Lucid Cuts 18% Of US Workforce, Eliminates COO Role In Napoli’s First Major Move

Lucid Group cut roughly 18% of its U.S. workforce on Monday, its second mass layoff in four months, and eliminated the chief operating officer position. The move removes Marc Winterhoff, who ran Lucid as interim chief executive for more than a year. It is the first major operational decision from Silvio Napoli, the former Schindler…

Haye KestelooJun 22

Tesla

Tesla Restocks Used Cybertrucks Days After Selling Out, With a Higher Floor and Far More Miles

Tesla restocked used Cybertrucks days after selling out, with starting prices up to $72,900 and Foundation Series trucks still stripped of permanent FSD.

Haye KestelooJun 5

Texas

Samsung’s Taylor Texas Fab Starts Equipment Move-In April 24 For Tesla AI5 And AI6 Chips

Samsung Electronics will hold an equipment installation ceremony at its Taylor, Texas foundry on April 24, 2026, kicking off the final run-up to mass production of Tesla’s AI5 and AI6 autonomous-driving chips on a 2-nanometer process. Han Jin-man, president of Samsung’s Foundry Business Division, will lead the ceremony alongside executives and representatives from materials, component,…

Haye KestelooApr 16

Tesla

Tesla and SpaceX Launch Terafab Chip Factory in Austin With No Timeline and a $25 Billion Price Tag

Elon Musk unveiled Tesla and SpaceX‘s “Terafab” chip manufacturing project on the night of March 21, 2026, at a theatrical event inside Austin’s defunct Seaholm Power Plant — light beams shooting into the sky, Texas Governor Greg Abbott in the audience — and walked away without giving a construction timeline or confirming how the estimated…

Haye KestelooMar 22

Tesla

Tesla Terafab Project Goes Live as Musk Warns Chip Supply Won’t Be Enough in 3–4 Years

Tesla officially launches the Terafab project to manufacture AI5 chips domestically. Elon Musk warns of a critical chip supply shortage by 2029, prompting Tesla to move toward semiconductor independence.

Haye KestelooMar 20

Lucid

Rivian and Lucid Push for Direct Sales in Washington State as SB 6354 Heads to Senate Committee Vote

Washington state’s Senate Transportation Committee has scheduled an executive session on SB 6354 for February 27 — a bill that would open the state’s auto market to direct sales by Rivian, Lucid, and other battery electric vehicle manufacturers that have never operated through a franchised dealer network. If it clears committee, passes the full Senate,…

Haye KestelooFeb 27

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