How do companies reinvent themselves without tearing apart what made them successful? In The Pivot Podcast, Lucas and Luna examine real-world cases of businesses that changed direction under pressure—and survived. Each episode dissects a single pivot: the strategic trigger, the financial calculus, the organizational cost. Lucas brings the journalist's instinct for numbers and timelines; Luna pushes back with operational skepticism, demanding to know who lost their job, which product line got killed, and whether the stock ever recovered. Together they walk through decisions like Intel's shift from memory to microprocessors, Netflix's abandonment of DVDs, and Adobe's move to subscriptions. No hype, no armchair CEO advice—just the hard trade-offs that leaders face when the market shifts. This show is for executives who are considering a pivot, investors who need to evaluate turnaround plays, and anyone who wants to understand how the biggest companies avoid becoming the next Blockbuster. The question at the heart of every episode: When do you double down, and when do you walk away?

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