Farzad Podcast Tesla's Untold Strategy for Global Domination
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Feb 6, 2025 In this engaging discussion, supply chain expert Jeff Lutz shares his insights on the evolving dynamics of global supply chains, especially as they pertain to Tesla. He highlights how recent geopolitical changes and tariff wars are reshaping the automotive sector. Lutz delves into Tesla's strategic advantages in localizing production and optimizing cash flow, contrasting it with competitors like BYD. He also tackles the future of U.S. technological competitiveness, urging for innovative regulatory frameworks to maintain industry leadership amidst rising global challenges.
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Supply Chain Disruption
- Decades of supply chain buildup have centered around Asia and Mexico.
- Recent disruptions incentivize localization and disincentivize globalization.
Tariff Implementation Strategy
- Give companies time to adjust to new tariffs, don't impose them immediately.
- Set a future date for tariffs to take effect, allowing for adjustments and preventing counterproductive GDP impacts.
Tesla's Preparedness
- Tesla's strategy and culture position them well for current geopolitical issues.
- Their approach considers total landed economics and supply chain design.