Join us in a profound conversation with Jeff Lutz, an expert with a background in the technical supply chain for smartphones. Explore insights into Tesla's manufacturing revolution, the integration of AI in production, and the transformative potential of humanoid robots. Understand the impact of Tesla's strategic decisions, the importance of global and localized manufacturing, and the critical role of supply chain optimization. Jeff shares his perspective on the future TAM for humanoids, the need for manufacturing innovation, and the competitive advantages Tesla holds.