How Lucid Motors plans to spin Tesla-killing strategy out of air

“Peter I’m working for this guy called Elon Musk, and we are in deep s–-.”

That’s how the phone call from Tesla model manager Dave Morris to engineer Peter Rawlinson began in 2009, when Morris needed help working on the prototype for a new electric car. Eventually, he lured Rawlinson to work at Tesla Inc., where he developed what became the most successful electric sedan to date, the Model S.

“On the Friday of my first week at Tesla [in 2009], I had a meeting with Elon,” Rawlinson, now chief executive officer and chief technology officer at Lucid Motors Inc., tells me. We’re sitting in the company’s new Beverly Hills, Calif., showroom on Aug. 20, separated by six feet and masks. The 15,000-square-foot space, a former McLaren dealership, features arched bow trusses stained in cherry above polished cement floors. We sit on a low, leather couch where prospective customers will sit, as a dozen Lucid staffers in black polo shirts hover nearby.

The Lucid Air

Rawlinson says that,after his first few days at the company, the fiery Tesla chief asked him what he thought of the Model S.

“Elon says, How bad is it?’ I say, Look, you’re going to have to cancel it,’” Rawlinson recalls. “He says, What! It’s that bad?’ It really is,’ I say.”

Rawlinson completely reconfigured that first Tesla prototype,and then some. The production model debuted in 2012. Eleven years after he joined Tesla, Rawlinson boasts that his name is still on more than 70 patents associated with the car.

Peter Rawlinson, chief executive officer of Lucid Motors Inc., stands next to the Lucid Air prototype electric vehicle at the company’s headquarters in Newark, Calif.

Now his having developed the Model S is being leveraged to boost something that if Rawlinson has his way could spell the car’s demise: the Lucid Air,an electric sedan that boasts significantly more range and power than the Model S.

Set for its debut via a live-to-the-public video feed on Sept. 9 and slated to become available next spring, the $150,000-ish Air is aimed squarely at acquiring customers from Rawlinson’s former employer. (A “Dream Edition” Air will cost $161,500 after federal tax credits; the “Grand Touring” Air will cost “in the low $130,000s after federal tax credits,” a spokesman says; and Lucid will also produce a sub-$100,000 “Touring” model in late 2021.)

Lucid “got [financing] very much based upon my track record with the Model S,” Rawlinson tells me. “It was felt that, yeah, if I could have done that, then we could do it again and take it to another level.”

The charismatic leader

These days,It seems as though, if you want to generate excitement about your new luxury electric car, you need to have an eccentric, charismatic figurehead to draw attention. (The cars themselves can be a tad boring at the end of the day, with no roaring or grit-spewing.)

Tesla has Musk, the South African billionaire with six sons, a pixie punk girlfriend, a new brain chip,and visions of dying on Mars. Polestar has Thomas Ingenlath, unmistakable in black trenchcoats at auto shows and quirky in his slim reticence. Fisker has Henrik Fisker, the charming mastermind behind the Aston Martin DB9, V8 Vantage, several yachts and rockets and one bad electric sports car.

A photo of the Lucid Air prototype. The four-door Air is said to make 1,080 horsepower and achieve a range of 517 miles under perfect driving conditions.

Now comes Lucid’s Rawlinson, the son of a potter who considered art school before studying engineering at Imperial College in London and now satisfies his artistic side with a collection of Gibson guitars. A former principal engineer at Jaguar Cars and chief engineer at Lotus Cars, Rawlinson wears California-casual slacks and slightly disheveled shirts, sans tie even at car launches. He demurs if, as a matter of course in reporting, you ask his age. But when you ask how many square feet Lucid’s Arizona factory spans, he’ll happily chirp “two million? or was it three million? I’m having a senior moment sorry!” and say he’s forgotten. (A spokesman said the current Phase One build will create more than 800,000 square feet of space, with “significant” expansion planned for subsequent phases as Lucid adds a line of SUVs and other future models.)

Car racing is a favorite topic for Rawlinson: Under its former brand-name Atieva, Lucid designed, developed, manufactures, and supplies high-density battery packs for all the Formula E racing teams. (Founded as Atieva in 2007, the company changed its name to Lucid in 2016. It is largely funded by a $1 billion investment from Public Investment Fund of Saudi Arabia.)

Lucid is hoping the Air becomes a competitor for the S Class, Mercedes-Benz’s flagship sedan that still lacks an electric variant.

When asked whether Musk is still a friend the two would often travel alone by Musk’s private jet Rawlinson clams up. He says he’s saving the dish for “my book.”

“Let’s just say Elon is paying very close attention to what we are doing here,” he says with a big laugh.

The creative space

Opening to the public later this month by appointment only Lucid’s Beverly Hills location is designed like a mini mall, with sleek couches oriented around coffee tables for gatherings and women in black cocktail dresses carrying trays laden with bottled water and cups of espresso.

The dashboard of a Lucid Air prototype. As in many other luxury cars, the system's voice-recognition software will respond to natural speech patterns. The interface also has a virtual “assistant” that learns one’s preferred music and climate settings.

In another corner of the showroom, a virtual realty simulator is equipped with four car seats and a front screen that changes backgrounds from San Francisco’s Golden Gate Bridge to the Sonoran Desert to the Pacific Ocean, so potential customers can better visualize preferred colors for the interior seats and trim. It feels like a mall game, circa 1997. (It might be simpler to look at the available colors and choose one you like.)