Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile
Jeff Lutz ๐Ÿ”‹

@thejefflutz

CEO high tech manufacturing consulting partnering w/megacap tech on scale, cost, DFX. Ex Corp VP Supply Chain & CQO Motorola, Google, Lenovo. Factory ๐Ÿญ guy.

ID: 770102124382449664

linkhttp://ts.la/jeff2248 calendar_today29-08-2016 03:33:49

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Squawk Box (@squawkcnbc) 's Twitter Profile Photo

โ€œI think weโ€™re going to rally pretty strongly in August,โ€ says Tom Lee of @Fundstrat. โ€œI think we can get to 6500, 6600 [on the S&P 500] and all-time highs in the next couple of weeks.โ€ cnb.cx/46ATuZz

Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile Photo

Unleash the LMND contingent that only post around earnings and green daysโ€ฆ. ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ Congrats btw โ˜บ๏ธ

Unleash the LMND contingent that only post around earnings and green daysโ€ฆ. ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ

Congrats btw โ˜บ๏ธ
Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile Photo

The trouble with monthly sales figures by country or state for a company that runs very low inventory like Tesla is that allocation decisions happen all the time that alter the flow of product. Yes, sales are net down in europe YoY for Tesla but so are they for other automakers x.com/SawyerMerritt/โ€ฆ

Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile Photo

Bizarre Rivian CEO (RJ Scaringe) CNBC interview just now with Phil Lโ€ฆ RJ calls out a production miss due to rare earthsโ€ฆ a simple question could have been โ€œwell Tesla does 10x your US production and did not call this out as a limiter, any idea how?โ€ But there was no follow

Jeff Lutz ๐Ÿ”‹ (@thejefflutz) 's Twitter Profile Photo

Vertically integrated supply chains are discussed all the time, but vertically integrated engineering less so... Massively underestimated ๐Ÿ‘‡

phil beisel (@pbeisel) 's Twitter Profile Photo

In a recent post, Elon mentioned a new FSD modelโ€”assumed to be version 14โ€”that has 10x the parameters of version 13. He also referred to a โ€œbig improvement to video compression loss.โ€ This might sound confusing, given prior comments about using raw photon counts. However, I

In a recent post, Elon mentioned a new FSD modelโ€”assumed to be version 14โ€”that has 10x the parameters of version 13.

He also referred to a โ€œbig improvement to video compression loss.โ€ This might sound confusing, given prior comments about using raw photon counts.

However, I
Trung Phan (@trungtphan) 's Twitter Profile Photo

โ€œmom, how did we get so rich?โ€ โ€œyour dad put down a sizeable prop bet and correctly guessed the color of a dildo that was thrown onto the court of a WNBA gameโ€

โ€œmom, how did we get so rich?โ€

โ€œyour dad put down a sizeable prop bet and correctly guessed the color of a dildo that was thrown onto the court of a WNBA gameโ€
Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo

NEWS: Toyota has cut its full-year operating profit forecast by 16% and expects a $9.5 billion hit from Trump's U.S. tariffs on imported cars.

NEWS: Toyota has cut its full-year operating profit forecast by 16% and expects a $9.5 billion hit from Trump's U.S. tariffs on imported cars.