Episode Details

Lucid Motors is in full transformation mode under new CEO Silvio Napoli, who’s already reshuffling the executive team and slashing direct reports by half—just weeks after taking over. With sales lagging behind expectations and a year-long search for leadership, the EV giant is betting big on a new strategy: a mass-market SUV called Cosmos and a luxury robotaxi rollout in San Francisco. Napoli’s overhaul aims to sharpen execution, boost customer focus, and finally crack the market they envisioned when they went public.

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