Jeff Lutz 🔋Private ✪ @_thejeffIutz
CEO high tech manufacturing consulting on supply chain design, scale, cost, DFX. Ex Corp VP Supply Chain & CQO Motorola, Google, Lenovo Chicago, IL Joined October 2012-
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NEWS: Tesla has changed estimated delivery wait times for new custom orders of all Model Y and Model 3 variants in many parts of the US to 5–6 weeks (from 4-6 weeks). You'll need to check Tesla's local inventory to see if any are available for immediate delivery in your area.
You’re bearish? This guy could be the next Fed Chair and you’re bearish?
You’re bearish? This guy could be the next Fed Chair and you’re bearish? https://t.co/2T32Ougthd
Tesla has a pair of Aces up their sleeve if this proposal somehow excludes or disadvantages their vehicles… hope they don’t have to go there…
Tesla has a pair of Aces up their sleeve if this proposal somehow excludes or disadvantages their vehicles… hope they don’t have to go there…
Google confirms latest smartphone chip at TSMC: “Tensor G5 is designed in the leading 3 nm process node from TSMC — a manufacturing technology that allows us to pack more transistors into the chip so it’s more powerful and efficient,” in a Google blog post about the new Pixel 10…
I think this @robotaxi update to the app is laying the foundation for the public opening in September (allowing many more people to use the service), another service area expansion, & for when the safety observers might be removed from the vehicles, probably after FSD V14 is…
The Fed is expected to cut rates in four weeks. If they do, that'll be 9 months between rate cuts. Turns out, long waits between cuts (between 5 and 12 months) can be quite bullish. S&P 500 higher a year later 10 out of 11 times, with above average returns.
Meanwhile legacy auto (GM Ford Stellantis) received >$20B in “grants” and loans “for an equitable transition to EVs” during the remaining 2-3yrs of the prior admin, have not meaningfully scaled EVs, & no one cared
Meanwhile legacy auto (GM Ford Stellantis) received >$20B in “grants” and loans “for an equitable transition to EVs” during the remaining 2-3yrs of the prior admin, have not meaningfully scaled EVs, & no one cared
🚨 HUGE NEWS: The $7,500 EV Tax Credit is EXTENDED (sorta) 🚨 The IRS just updated its guidance: If you enter a binding contract and make a payment (even a small downpayment or trade-in) before Sept 30, 2025, you’ve officially “acquired” the vehicle. That means you’ve…
Powell in downtown Jackson Hole 1hr after his speech
If you've never road tripped on FSD, you don't know how close to effortless the hours can be.
If you've never road tripped on FSD, you don't know how close to effortless the hours can be.
Solar is amazing. Energy literally falls from the sky. No need to get fuel. You can’t beat those economics. If America doesn’t build it out aggressively to complement other sources, we will have less energy security as a nation.
You better start believing it Dara, or you will be eaten alive
You better start believing it Dara, or you will be eaten alive
Q3 is a unique quarter where the $7,500 federal tax credit, state credits, and the new federal interest rate deduction all stack if you qualify on a new Made in USA Tesla 👀 ts.la/jeff2248
I googled “BYD killer” since BYD surpassed Tesla in pure EV sales earlier this year, there should be tons of articles and videos of challenger / underdogs trying to take them out… right? Wrong… Why?
There will be no articles about this or if so it will be paired with bad news
There will be no articles about this or if so it will be paired with bad news
GM down 1%, if this were Tesla… Notice no Comcast CNBC BREAKING NEWS flashing red chyrons …
GM down 1%, if this were Tesla… Notice no Comcast CNBC BREAKING NEWS flashing red chyrons …
The great profit Bidendamus foretold …
The great profit Bidendamus foretold … https://t.co/HD15UbcCRD
No one is going back to the fucking office
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