Lucid is burning more than a billion dollars a quarter, the Saudi PIF just wrote them another massive check, and bankruptcy rumors are flying. So…is this Lucid’s last real shot? Bloomberg’s Detroit Bureau Chief, David Welch, joins the show today to unpack Lucid’s high-stakes bet on “cheaper” midsize EVs, the Cosmos SUV, and a new CPO play that’s meant to move metal and buy time. David also takes a look at the bigger picture: why the auto industry in 2026 feels a lot like 2005, how policy whiplash and politics are reshaping EV adoption, and why pure play EV strategies are colliding with consumer realities. And finally, David lays out what **not** to do when you’re building an EV company, why hybrids suddenly look genius, and so much more. Don’t miss this quick hit loaded with insights!

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Check out David's full article here on Bloomberg

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