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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
Understanding the Global Supply Chain Crisis and Its Impact on Tesla and Beyond
Join us for an in-depth discussion with supply chain expert Jeff Lutz as we explore the current challenges and future of global supply chains. Learn how tariff wars, the Trump presidency, and recent trade policies are reshaping industries, especially in the context of the automotive sector and companies like Tesla. Discover the intricacies of supply chain management, the importance of localization versus globalization, and how companies must adapt to survive. Don’t miss insights on Tesla’s strategic advantages, the prospects for Chinese automakers, and the potential regulatory changes needed for the U.S. to maintain its competitive edge in AI and robotics. A must-watch for anyone interested in the intersection of politics, economics, and technology.
00:00 Teaser
01:10 The Importance of Supply Chain
04:31 Impact of Tariffs on Manufacturing
07:36 Tesla’s Strategic Positioning
09:10 Challenges in Semiconductor Manufacturing
12:41 Global Trade Policies and Their Effects
30:38 Tesla vs. Legacy Automakers
38:27 Analyzing Tesla’s Supply Chain Strengths
39:04 Tesla’s Supply Chain Resilience During COVID
39:35 Gartner’s Supply Chain Rankings
40:14 Analysts’ Oversight on Tesla’s Supply Constraints
40:58 Comparing Chinese and Western Automakers
41:54 Chinese Automakers’ Payment Issues
42:32 BYD’s Financial Struggles
52:28 Tesla’s Cash Conversion Cycle Mastery
53:26 Tesla’s Strategic Decisions in Q4
55:55 Future of the Auto Industry
01:01:42 Tesla’s Financial Position and Future Investments
01:05:24 Role of Government in Industry Innovation
01:14:06 Conclusion and Final Thoughts
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