Zortix
Sign in
What the podcasts are saying about
LCID
In-depth coverage
1
Mentions · 7d
2
Mentions · 30d
3
Mentions · 90d
5
Episodes
Latest attributed ideas · most recent first
28 JULYESTERDAYMOTLEY FOOL MONEY · 12:50
Lucid faces long-term solvency and dilution risks
“Lucid's heavy cash burn and brutal auto industry economics threaten standalone survival, making equity dilution or eventual sale likely.”
Substantive discussion · 3/5Verify in source →
15 JUL2W AGOMOTLEY FOOL MONEY · 09:30
Uber shifts from disruptor to defensive incumbent
“The speakers argued that Uber's aggressive lobbying against standalone autonomous vehicle operators signals a defensive shift that exposes risks in its asset-light strategy.”
In depth · 4/5Verify in source →
10 JUN10 JUNMOTLEY FOOL MONEY · 06:15
Autonomy features risk becoming commoditized standard equipment
“Autonomous driving software may fail to deliver high-margin SaaS revenue as safety and driver-assist features commoditize into standard vehicle features.”
In depth · 4/5Verify in source →
22 APR22 APRMARKETPLACE · 18:46
Automakers push direct-to-consumer sales models
“The case made for electric vehicle makers like Rivian, Tesla, and Scout Motors rests on bypassing traditional dealer networks to capture direct-to-consumer margin and control pricing.”
In depth · 4/5Verify in source →
9 FEB9 FEBTHE COMPOUND AND FRIENDS · 28:47
Near-term balance sheet deployment to accelerate AV scale
“The discussion framed Uber's bridge strategy as using its balance sheet to co-invest in AV fleets - such as partnerships with Lucid, Nuro, and NVIDIA - to jumpstart scale before transitioning to a capital-light REIT-like model.”
In depth · 4/5Verify in source →
The weekly signal

Get a weekly digest of what podcasts said about your watchlist.

Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.

Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.

Related tickers
GOOGLNVDAMSFTMUMETAAAPLAMZNBTCTSLAORCLINTCMSTR
Browse all tickers →This week’s signal →
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION