Lucid’s Production Plunges 38% — What’s Really Going On?

Lucid just slashed Q3 production by 38% — but there's more to the story. In this episode, we break down Lucid's Q3 2026 production and delivery numbers, its $1.38 billion inventory problem, the company's strategy under new CEO Silvio Napoli, and why the upcoming Cosmos could be critical to Lucid's future. We also compare Lucid's numbers to Rivian and look at what comes next for the luxury EV maker.