> carbon fiber is conductive.
In the direction of the fiber, but not *between* fibers. And I don't think it's really all *that* conductive. I find electrical resistance for carbon fiber (raw) to be on the order of 0.00155 ohm-cm , while for 5000-series aluminum it's 5.5e-006 ohm-cm. That's several orders of magnitude.
Lightning operates a bit wierd compared with normal electricity. You can put a lightning rod on your house with a relatively small wire that could in no way carry the real load of the strike. Yet the lighting will follow it, as long as yoy lay it out correctly (no sharp bends in the wire).
I'm sure there will be inter-fiber damage in a strike where the lightning jumps between fibers, but it's not going to be like an S glass airframe that basically explodes, even if there's no fuel present.