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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
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. 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, Phillips, or any other company or organization I discuss on this channel.
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Tesla’s Bold Moves in AI and Robotics: A Deep Dive with Jeff Lutz
Join us for a fascinating discussion with Jeff Lutz as we explore Tesla’s ambitious steps in the AI and robotics space. We cover Tesla’s recent partnerships with Samsung and LG Chem, the future of Robotaxis, and the developments in AI chip technologies. Jeff explains the importance of supply chain management, vertical integration, and the potential for AI-powered humanoid robots. We also touch on the macroeconomic impacts of manufacturing localization and what this means for Tesla’s growth and the broader tech industry. Whether you’re a Tesla enthusiast, an investor, or just curious about the future of AI and robotics, this episode is packed with insights. Sponsored by Rebellion Air.
00:00 Introduction to the Humanoid Space
00:22 Tesla’s AI Six Chip and Its Applications
01:17 Tesla’s Strategic Partnerships
01:58 Supply Chain Management and Challenges
03:10 Tesla’s Leadership and Industry Impact
06:04 The Importance of Inventory Management
07:14 Samsung Partnership and Future Prospects
14:29 Rebellion Air Sponsorship
15:46 Flexibility in Tesla’s Partnerships
16:52 Comparing Tesla and Apple
24:06 The Role of the CHIPS Act
33:15 Localizing Manufacturing in the US
37:35 Reducing Network Latency
38:08 Reindustrialization and Starlink’s Impact
39:39 Challenges in US Manufacturing
43:03 Tesla’s Potential in the Drone Market
47:32 Humanoids and Future Technologies
55:39 Tesla’s Manufacturing Operating System
59:46 Tesla’s Supply Chain and Vertical Integration
01:06:03 The Flywheel Effect and Supplier Relationships
01:09:45 Conclusion and Final Thoughts