This Car Pod frames a tale of two discounts. Polestar, the hosts note, will not be able to sell new cars in the US from the 2027 model year, so remaining Polestar 4 inventory is being cleared at what they describe as around $25,000 off, plus loyalty or conquest bonuses and aggressive lease terms. Lucid, meanwhile, is offering 0% financing on the Gravity, which the crew reads as a very different signal, weak demand rather than a forced exit. One host recounts visiting a Polestar location days after the news broke and finding the doors locked and no staff, with the brand seemingly waiting on direction from corporate about how to handle a market it is being pushed out of. The advertised deals, he cautions, were real on paper but nobody was there to actually sell him one.
The Polestar exit is not a tariff story, it is a data one. The US Commerce Department declined to authorize Polestar under its Connected Vehicle Rule, which restricts cars with China linked connected technology, and Polestar is majority owned by China's Geely. Notably, Volvo, which shares that ownership, received an exemption while Polestar did not, and Polestar has said it will keep selling existing Polestar 3 and 4 stock and pivot toward Europe. That distinction matters for anyone weighing a deep discount. Unlike a bankruptcy fire sale, parts and service should continue, and the hosts expect Volvo's dealer network to help support orphaned cars, which they contrast with the harder situation Fisker owners faced. It makes a clearance Polestar less risky than the headline first suggests, closer to buying a discontinued model than an abandoned one. The catch is resale: a brand leaving the market is hard to trade back into later.
On Lucid, the hosts say a 2026 Gravity with only a few hundred miles recently sold for around $81,500 against a grand touring price near $95,000, and that Lucid is layering 0% financing with $10,000 in credit. They read the incentives as a demand problem, not a wind down, and spend time on why the Gravity has struggled: reliability complaints they say they have heard secondhand, and styling their affluent peer group does not want, favoring the rugged look of a Range Rover or Rivian R1S. They also note the car made a respected 10 best list last year, which makes the discounting sting more. They add that used Gravities are already turning up near those discounted prices, so the depreciation is not far off what the market is actually paying. Separately, they cover the new Tesla Model Y L, a stretched three row Model Y priced around $63,000 that replaces the departed Model X, with the added length going behind the second row for more third row space. Their broader read is that lease deals are everywhere across EVs right now, from the Kia EV9 down, because natural demand at sticker has thinned. They even flag a blunt Car and Driver headline mocking the Gravity's need for 0% financing, and note how unusual it is for a mainstream outlet to swing that hard at a car it praised a year earlier.
Bottom line: If you have wanted a Polestar 4, this is the moment, with one big caveat: you are buying a car whose brand is leaving the market, so plan to hold it rather than trade it. The Lucid discounts are more interesting as a signal. When a car that made a best of the year list needs 0% financing and cash on the hood, the problem is desire, not the product. Both deals are real. Only one of them is a car you buy because you love it, rather than because the price finally broke.
Commentary on a third-party video. Figures and claims are as presented in the source and have not been independently verified. Spotted an error? Tell us and we will correct it.