In this episode, supply chain expert Jeff Lutz joins us to explore Tesla's strategic partnerships with Samsung and LG, the AI6 chip's versatile applications in robo-taxis, humanoids, and training clusters, and the push for US manufacturing localization amid geopolitical shifts. Discover how Tesla's leadership creates a flywheel of innovation and supplier certainty.

In this episode, we dissect the recent tariff announcements aimed at reshaping global trade, critiquing their blunt approach while highlighting paths to onshoring critical industries. Explore negotiation tactics, supply chain vulnerabilities, and economic parallels to the 1930s, with a focus on achieving balanced trade without sparking recessions.

In this episode, we explore Tesla's groundbreaking strides in autonomy, from self-driving cars to humanoid robots, and their edge over legacy auto and competitors like Uber, powered by innovative AI and strategic supply chain moves.

In this episode, Jeff Lutz joins us to explore how recent tariff policies are disrupting the auto industry, from supply chain shifts to Tesla's strategic advantages. Delve into negotiation tactics, global trade barriers, and predictions for upcoming changes amid economic uncertainties.

Explore how recent tariffs disrupt global supply chains, emphasizing localization for semiconductors, AI, and EVs. Tesla's integrated manufacturing provides resilience against trade wars, outperforming legacy automakers and Chinese rivals facing payment delays and overproduction risks. Insights on US policy needs for future tech dominance.