Rivian namecheck in Lucid slides
Rivian’s R2 and R3X models cropped up in Lucid’s Investor Day slides as potential off‑road/adventure vehicles — a signal investors and EV fans are watching cross‑brand positioning for rugged EV use (x.com). The slide mention is already sparking talk about how mainstream EVs will be adapted for real outdoor adventure duty (x.com).
Lucid held its Investor Day in New York on March 12, 2026 and unveiled two named midsize SUVs, Cosmos and Earth, that the company says will target a starting price below $50,000. (lucid.com) (sec.gov) The company said the new midsize platform uses an 800‑volt architecture and claimed the Cosmos can deliver about 300 miles from a 69 kWh pack, figures Lucid highlighted in the presentation to signal efficiency and charging advantages. (evkx.net) (evkx.net) Lucid’s deck also teases a third midsize variant positioned toward the “rugged” or adventure end of the lineup, language analysts flagged as a move into off‑road‑oriented segments. (autoguide.com) (autoguide.com) The market reacted negatively to the presentation: Lucid shares slid roughly 6–8% around March 12–13, 2026 as investors voiced concerns about execution risk and cash requirements outlined in the event. (cnbc.com) (cnbc.com) Rivian’s R2 program, widely cited as a near‑term volume rival, is on track for first‑half‑2026 deliveries with the company showing production‑intent prototypes and previously targeting an entry price in the mid‑$40,000s to sub‑$50,000 range. (rivian.com) (rivian.com) Screenshots and slide captures from Lucid’s webcast have been circulated and debated on owner forums and creator channels in the hours after the event, with threads on Lucid and Rivian community sites and video commentators analyzing segment positioning. (lucidowners.com) (lucidowners.com)
