Lucid Motors laid out its most detailed software roadmap to date at its first Investor Day on Thursday, committing to hands-free highway driving in the Gravity SUV later this year, a tiered autonomy subscription service starting in 2027, and an in-vehicle AI assistant.
The plans, presented by VP of Advanced Driving Systems Kai Stepper and the SVP of Global Revenue Erwin Raphael at the New York event, signal the California-based EV maker’s ambition to build a recurring software revenue stream at a time when its two models on sale have been dogged by software complaints.
Lucid described its software strategy across three layers — infotainment, ADAS, and core vehicle software — and said its software-defined vehicle architecture enables over-the-air updates for more than 95% of features in the Gravity.
Earlier this week, Lucid began rolling out Apple CarPlay and Android Auto to the Gravity through an over-the-air update — contained in Lucid UX 3.5 — closing a gap that had left the SUV without two of its most requested features since launch.
North American owners are receiving the update first, with Middle East and European markets scheduled for later this month March.
Coming in 2026
A separate slide during Thursday’s event listed additional features arriving this year showed the following planned for 2026.
The Saudi-backed will launch its in-voice companion named ‘Lucid Intelligence AI Experience,’ hands-free highway driving in the Gravity, the UX 3.0 interface overhaul in the Air, a digital key for the Gravity, in-city drive assist in the Gravity, and vehicle-to-home (V2H) energy backup.
The software roadmap slide showed that hands-free highway and city driving will also arrive in the Gravity in 2026, making it the first Lucid model to receive point-to-point autonomous capabilities.
The Gravity will additionally gain the AI assistant, smart home charging, enhanced auto park, video streaming, adaptive driving beam headlights, and a digital key before year-end.
The Air sedan will receive a smaller set of updates this year, including the UX 3.0 overhaul along with the AI assistant, vehicle-to-home energy backup, and smart home charging.
Interim CEO Marc Winterhoff said at the event that the assistend driving software will be comparable to Tesla’s Full Self-Driving system “or better.”
2027 and Beyond
In 2027, the Air will gain enhanced auto park, video streaming for model year 2028 vehicles, and productivity apps — also for model year 2028.
The Gravity’s 2027 updates include interior live view, surround surveillance branded ‘Halo Secure,’ vehicle-to-load capability, and the same productivity apps.
Hands-free highway and city driving — already planned for the Gravity in late 2026 — will extend to the upcoming Cosmos midsize vehicle in 2027.
Lucid expects to reach Level 3 autonomy, which permits eyes-off driving, in 2028 and Level 4 autonomy by 2029. Stepper described the progression as moving from hands-free to eyes-off and ultimately to what he called “eyes-off, hands-off, mind-off” driving.
The company said more than 95% of features in the Gravity are improvable over the air and that Lucid pushed 13 over-the-air updates to its vehicles in 2025.
Subscription Pricing
Lucid announced for the first time that it will offer tiered ADAS subscriptions under its DreamDrive Pro brand starting in the first half of 2027.
Stepper said the pricing will range from $69 to $199 per month depending on the autonomy level, with the entry tier focused on Level 2+ hands-free highway and city navigation and higher tiers reserved for Level 3 and future Level 4 capabilities.
The pricing positions Lucid between Tesla, which charges $99 per month for Full Self-Driving and eliminated the one-time purchase option in February, and Rivian, which offers its Autonomy+ package for $49.99 per month or a $2,500 one-time payment.
Lucid said it expects to generate approximately $1 billion in annual incremental non-vehicle revenue by the end of the decade, with software-based services accounting for the majority.
A breakdown presented at the event showed that smart energy, connectivity, and AD/ADAS subscriptions would represent 54% of that target, with the remainder split across service revenue at 26%, aftermarket finance and insurance protection plans at 11%, and accessories at 9%.
Stepper noted that Lucid‘s existing ADAS take rates — the share of customers opting for the driver-assistance package — run between 40% and 65% on the Air and Gravity, well above an industry average of 10-40% at other automakers.
A Software Team Rebuilt
The roadmap is being executed by a software organisation that has been substantially restructured over the past year following a wave of executive departures and persistent quality issues.
In November last year, Lucid announced a leadership reorganisation that saw chief engineer Eric Bach depart after a decade at the company, along with VP of Engineering James Hawkins.
On the same day, the company promoted Emad Dlala — previously Senior VP of Powertrain — to Senior VP of Engineering and Digital, giving him oversight of all product development including vehicle engineering, digital systems, and software.
Only two members of Lucid‘s original leadership team remain: Dlala and design chief Derek Jenkins.
At CES in January 2026, Winterhoff disclosed that the overhaul extended deeper than the C-suite.
“I basically replaced the whole software leadership team,” Winterhoff said in a media briefing, according to InsideEVs. A Lucid spokesperson confirmed that the number of departures was “more than a handful” but declined to provide an exact figure.
Bach subsequently filed a lawsuit against Lucid alleging wrongful termination and discrimination, claiming an HR executive referred to him using a slur related to his German nationality.
Lucid called the claims “absurd.”
Rocky Software Launch
The leadership purge followed months of public criticism over both model’s software.
A viral video by automotive YouTuber Engineering Explained, titled ‘Owning A Lucid Has Been Super Disappointing,’ accumulated over one million views and documented issues ranging from frozen screens to malfunctioning navigation.
Winterhoff said at CES last January that the company was “actually very close” to resolving the issues and set the end of the first quarter as the deadline.
Lucid subsequently released a major over-the-air update that it said resolved “close to 95%” of the flagged problems.
