Lucid Group, Inc.
Leadership History
2 leaders · 2019 to present
Silvio Napoli is the CEO of Lucid, in the role since 2026. The first chief executive was Peter Rawlinson, from 2019.
| Name | Role | From | To | Years in role |
|---|---|---|---|---|
| Silvio Napoli | Chief Executive Officer | 2026 | Present | < 1 |
| Peter Rawlinson | Chief Executive Officer and Chief Technology Officer | 2019 | 2025 | 6 |
Lucid Group designs and builds premium electric vehicles in Casa Grande, Arizona, with a second plant (AMP-2) in King Abdullah Economic City, Saudi Arabia. It delivered 15,841 vehicles in 2025, up 55%, and produced 18,378. Saudi Arabia's Public Investment Fund is its largest shareholder, and Uber became a significant holder in 2026. The company is engineering-led but, as of late 2026, is focused on survival economics: lowering cash burn, raising factory utilization and launching cheaper vehicles. The company is headquartered in Newark, California.
Lucid earns almost all of its revenue by selling and leasing its own vehicles, the Lucid Air sedan and the Gravity SUV, through company-owned studios and online rather than franchised dealers. Smaller revenue lines include service, parts and accessories, regulatory credit sales ($25.4M in Q2 2026) and technology supply deals such as its powertrain and battery agreement with Aston Martin. A newer bet is fleet supply: Uber has committed to buy at least 35,000 Lucid vehicles for a future robotaxi service built with Nuro.
Chief Executive Officer
2026 – Present
0 years (current)
Napoli provides absolutely critical European luxury expertise from his time as CEO of Schindler Group, helping Lucid navigate the incredibly complex, highly demanding expectations of ultra-wealthy buyers.
As a highly influential Board Member, he advises the executive team on massive, global supply chain logistics and premium brand positioning.
Chief Executive Officer and Chief Technology Officer
2019 – 2025
6 years
Joined as CTO in 2013, pushed the company from battery supplier to automaker, kept powertrain engineering in-house, and led the 2021 public listing via Churchill Capital Corp IV.
Led development of the Lucid Air and Gravity and set the efficiency-first engineering culture. Stepped down as CEO in February 2025.
Lucid faces high manufacturing fixed costs, sustained cash burn, intense EV price competition, uncertain luxury EV demand, supply-chain complexity, brand-building costs, and the difficulty of scaling new vehicle platforms without losing quality or liquidity.
Silvio Napoli became CEO on June 1, 2026, after Marc Winterhoff served as interim CEO from February 2025.
Peter Rawlinson joined Lucid in 2013 as CTO and became CEO in 2019. He led engineering of the Lucid Air, the Arizona factory build-out and the 2021 listing, and stepped down as CEO in February 2025.
Prior to Lucid, Rawlinson was Vice President of Vehicle Engineering at Tesla and Chief Engineer of the Tesla Model S (2009 to 2012). Earlier in his career, he served as Chief Engineer at Lotus Cars and Principal Engineer at Jaguar Cars, holding an engineering degree from Imperial College London.
Bernard Tse, a former Vice President and board member at Tesla, co-founded the company in 2007 (originally named Atieva) alongside Sam Weng, serving as its first CEO and focusing on developing high-performance EV battery packs and electric bus powertrains.
Key executives include Chief Financial Officer Gagan Dhingra, Senior Vice President of Design Derek Jenkins (former design chief at Mazda North America), and Senior Vice President of Operations Nick Twork.
Derek Jenkins, Senior Vice President of Design and Brand, created Lucid's distinctive aesthetic language, characterized by aircraft-inspired canopies, ultra-slim micro-lens array headlights, Glass Cockpit displays, and California-inspired interior color themes.
Rawlinson fosters a rigorous, first-principles engineering culture rooted in Silicon Valley physics and British motorsport dynamics, obsessing over millimeter-level packaging efficiency, thermal management, and aerodynamic drag reduction.
Leadership navigated global supply chain constraints in 2021 to 2022, revised initial vehicle delivery targets, executed strategic workforce resizing, and secured multi-billion-dollar follow-on funding rounds from majority shareholder PIF.
Peter Rawlinson's compensation is heavily tied to performance-based restricted stock units (RSUs) and long-term market capitalization and operational milestones, aligning executive pay with shareholder value and factory production scaling.
Peter Rawlinson serves as CEO and Chief Technology Officer. He is a massive legend in the EV industry, famously serving as the Chief Engineer for the Tesla Model S. Rawlinson is highly obsessed with engineering purity. However, he faces massive criticism (and a bitter public feud with Elon Musk) because while he is a brilliant engineer, mass-producing cars at a profit is vastly harder than designing a single perfect prototype.
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