Jeff Lutz 🔋

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Jeff Lutz 🔋

Jeff Lutz 🔋

@thejefflutz

CEO high tech manufacturing consulting on supply chain design, scale, cost, DFX. Ex Corp VP Supply Chain & CQO at Motorola, Google, Lenovo

Chicago, IL Katılım Ağustos 2016
2.5K Takip Edilen56.1K Takipçiler
Jeff Lutz 🔋 retweetledi
Summer's Eye
Summer's Eye@HellsBitchen_·
Casting director at ABC who insisted Taylor Frankie Paul be the bachelorette
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Jeff Lutz 🔋
Jeff Lutz 🔋@thejefflutz·
@WilliamShatner Tenaya Lodge at Yosemite have Tesla Superchargers. You don’t eat? Could have had lunch and came out to a charged car. Tesla Model S has > 410mi of range btw…
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William Shatner
William Shatner@WilliamShatner·
And for the #teslarites who don’t understand 500 miles. Time is money. How long does it take to pump a tank of gas? 4-5 mins versus 30. Early last week I went up to the Yosemite area (about 300 miles.) I got up there, did my thing and got gas (5 mins) and drove back. With a Tesla. It would be drive up (maybe on one charge) charge up 20-30 mins, do my thing. Drive back, stop along the way to recharge (again probably another 20 mins…) That’s too long. 500 would be one recharge so it’s 10 mins gas versus 29-30 mins which I would consider.🤷🏼
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Jeff Lutz 🔋
Jeff Lutz 🔋@thejefflutz·
@LindNdergaard @balajis I don’t know about you but i don’t blindly support everything any particular leader does including the President. See 1000x posts of mine on our approach to tariffs for starters … wish you nothing but the best regardless ✌️
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Torsten Lind Søndergaard
Torsten Lind Søndergaard@LindNdergaard·
@thejefflutz @balajis I used to listening to your professional insights in production and manufacturing in a global market space. But for me, you have lost your credibility. I can not fathom how an intelligent man can support such an horrible person as Trump.
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
UPDATE: Carwow has changed the title of its video, removing any mention of FSD.
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Sawyer Merritt@SawyerMerritt

Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....

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Jeff Lutz 🔋 retweetledi
Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
$EOSE I didn’t know Jennifer Granholm sits on the Board of Southern California Edison. “If I were investing today, I would be investing in long-duration energy storage like right now” because of the demand that data centers are placing on it, Granholm said at the UCSB event.   noozhawk.com/former-energy-…
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Z
Z@ZeeContrarian1·
$SPX down 1% while $VIX is RED - that’s hedge unwinding. When protection comes off into weakness, it usually signals exhaustion in fear. For this Iran-driven cycle, it suggests we’re getting close to a local bottom in my view.
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Shaun Maguire
Shaun Maguire@shaunmmaguire·
Tesla FSD had its "Claude Code Moment" at the exact same time (roughly last Nov - Jan) Somehow folks are sleeping on the former, while being aware of the latter My wife and I bought two Teslas over the last quarter because of FSD IT'S INSANE 🚀 (...Next up, the Grok Moment?)
Elon Musk@elonmusk

Try Tesla FSD (self-driving)!

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Rapid Response 47
Rapid Response 47@RapidResponse47·
.@POTUS: "I told him, 'Don't do that' — and he won't do that. We're independent, but get along great. It's coordinated, but on occasion he'll do something and if I don't like it — so we're not doing that."
Rapid Response 47@RapidResponse47

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Jeff Lutz 🔋
Jeff Lutz 🔋@thejefflutz·
President Trump on attacking Iran oil: “WE WON’T DO THAT ANYMORE” and he told bibi / Israel not to
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Jeff Lutz 🔋@thejefflutz·
This is so on 🎯 . Jensen Huang, $NVDA
Ricardo@Ric_RTP

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

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Super 70s Sports
Super 70s Sports@Super70sSports·
I pounded these motherfuckers like Tic Tacs throughout my childhood and my immune system is now fortified by Barney Rubble and no germ can harm me.
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zerohedge
zerohedge@zerohedge·
*QATAR SAYS IT HAS CONTAINED ALL FIRES IN RAS LAFFAN
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zerohedge
zerohedge@zerohedge·
On March 17, Iran exported over 4mm barrels of oil, double the pre-war average.
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Megyn Kelly
Megyn Kelly@megynkelly·
You wanna rip the GOP apart right to its core and prevent a single America First voter from participating in the midterms? Indict Joe Kent and Tucker Carlson. See how that works out.
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