He made this very clear that Lucid competes with luxury brands. If you look at their investor deck, they even put Tesla as "innovative, but not luxury." I am an avid fan of Tesla, but barring the new MS/X which hadn't arrived at the time of that deck, I would have to agree. They are going after BMW, MB, and Audi. Now I believe that Lucid and Tesla compete on only one thing: headlines/bragging rights. That's why when that Tri Motor Air arrives, or the same model of the Lucid Gravity, it is a very safe bet that Tesla will SW boost the Plaid to new levels.
Regarding Rawlinson, I actually really like the guy! The UK accent is always cool, and he is very articulate and has a clear vision for Lucid's products. Remember, this company will make Tesla better, which I am sure all on this thread would appreciate. Even though they aren't in the same segment, people will cross shop them regardless. Plus this kind of rivalry is normal. It's not like Ford and GM dealerships are exclusively placed far away from each other, or the same with BMW and MB. Both Tesla and Lucid are tech companies, so I think it kinda makes sense to position themselves in that regard close to Tesla.