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Jeff Lutz 🔋
@thejefflutz
Ex Corp VP Supply Chain & Chief Quality Officer at Motorola, Google, Lenovo
2.6K Following    59.7K Followers
The 50K/yr run rate by year end for @Tesla_Optimus is the key takeaway. They wouldn’t be putting orders on the supply chain and going for it if they didn’t think it was possible to achieve. Everybody including Tesla knew the hands would be difficult to manufacture
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Cybercab will be a massive hit in China
Pretty incredible ‘cardistry’ 🤯
This is leadership 👇 👏 Simple clear messaging.
EXCLUSIVE: Nvidia CEO Jensen Huang tells CBS News' @jolingkent that he does not believe the U.S. should slow down in the AI race against China, but added, "we would never, ever and never should ship products before they're ready." Watch the interview this weekend on @CBSSunday.
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FSD 14.3.10 coming in hot! Same release notes as .9…
Must watch. Borderline MIRACLE. Unbelievable @neuralink …. 🤯 ☺️
Through the VOICE trial, Terry is using his Neuralink implant to help fine-tune a brain-to-voice interface for himself and others who can’t speak. He trained the algorithm first by miming speech as best he could, then by simply thinking the words and hearing them come out in his own natural voice. Powered by Grok Voice from @SpaceXAI
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$EOSE partner Frontier Power USA was selected for a U.S. Army energy project at Tobyhanna Army Depot in Pennsylvania, combining new power generation with American-made battery storage. The project is expected to use private capital with no upfront government capital cost, while boosting grid capacity and energy resilience for the Army installation.
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when the car you’re unboxing in is more exciting than the product you’re unboxing
Wendy's franchisee files for Chapter 11 bankruptcy protection as burger chain struggles
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EXCLUSIVE: AI actress Tilly Norwood glitches and starts speaking CHINESE during her interview with Piers Morgan and real-life actor Tom Conti... Watch the full interview at 7pm (BST)👇 📺 @piersmorgan | @TillyNorwoodX
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Oh really just this phone 🧐😂?
Incredible how @CNBC, every hour, highlights the @Apple iPhone launch, new features, they show the new colors. Literally a 10min ad spot every hour. The upgrade is incremental & more of a '17s' but that doesn't matter, ad dollars do. Imagine if Apple launched Starship...
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$TSLA And $SPCX Are Suddenly On Fire!
A20 must be a beast or horribly inefficient lol based on the size of the vapor chamber. I’ll go with more of the former vs the latter…
iPhone 18 Pro Internals 👀
Rates up. Oil near $100. 10-year Treasury at 5%. Stocks rally. And somewhere, an investor is staring at the screen wondering why the market isn’t doing what the news told him it should. That’s the lesson. The market doesn’t pay you for knowing the news. It pays you for understanding what was already priced in.
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Well said 👇 👀
Jamie Dimon, CEO of JPMorgan Chase, on Iran, American strength and Western economic alliances 🇺🇸 “Iran having a nuclear weapon may be the biggest threat facing mankind, because if they have it, so will Egypt, Saudi Arabia, UAE, Kuwait, South Korea, Philippines, Japan, Australia… and then I don’t know how to stop real proliferation at that point. We must maintain the strongest military in the world. That is the best protection against anything you see today or that you don’t see today. And foundational to that is the best economy in the world. They’ve got to go hand-in-hand. If you want to keep the dollar as the reserve currency, if we’re not the preeminent military and the preeminent economy in the world in 30 years, we will not be the preeminent reserve currency. Economic allies are critical. We have a huge, huge common interest. We have a common value system and common interests. We should protect each other. We should go to Europe and say, ‘If you do the right things, we’ll give you one big, beautiful free-trade deal.’ They’re struggling. They’re literally slowly walking off a cliff over time, and they need our help. I want to keep it together. I’d like to make those economic ties stronger, not weaker.”
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The 11 members + Warsh should answer the question below from Steven
Yesterday Kevin Warsh hiked rates by 25bps with core CPI at 2.4% YoY, the lowest reading since March 2021. His explanation was that inflation is too high and has been for too long. Core inflation was 80bps higher when the Fed cut by 50bps than it was when the Fed just hiked. It gets stranger when you look at the monthly data. The August 2024 core print before the cut was 0.3%. The August 2026 core print before the hike was 0.3%. Identical monthly numbers produced opposite policy decisions. I get the pushback. Headline is 3.4% now because energy ripped and the funds rate was 5.25% to 5.50% then vs 3.5% to 3.75% now so the starting points were different. That still doesn't explain how 3.2% core justified easing into an election while 2.4% core justifies tightening. Either the Fed was too easy in 2024 or it's too tight now. Both can't be the right call at those inflation levels. Every Fed official says policy is data dependent yet the same 0.3% monthly core print produced a 50bps cut in one cycle and a hike in the next. The 2% target isn't setting policy. Discretion is. I would love to see what Fed Chair Warsh would say to this. @federalreserve @SecScottBessent @realDonaldTrump
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