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.