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

Joined August 2016
6,972 Photos and videos
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We must migrate electronics assembly, test, & distribution on-shore in the US immediately. (e.g. Starlink) It makes almost zero sense to bring silicon here and send everything back to China / Asia for assembly then back here for distribution / sale …
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Jeff Lutz 🔋 retweeted
TRUTH NUKE: Brad Todd: “You know what perplexes me about Elon Musk? Most liberals in America—they say [they care] about climate change more than almost anything. Before Elon Musk introduced the Model S and Tesla in 2012, there had been 17K electric cars sold in a country of 300M people. He LITERALLY INVENTED the electric car industry as accepted by the customers.” “He saved the space program. Many Democrats say they love science. It’s CRAZY to me that he’s become the whipping boy when he’s single-handedly accomplished so many things that Democrats say [they care about].” YEP!
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Congrats to the NY Knicks 🏀 and their fans! Very classy team, gritty, great players.
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They’re running out of reasons to dislike Elon, drifting into absurdity, & never met anyone that is neurodivergent apparently…
Replying to @piersmorgan
Well, most hardworking business man in history for a start. Not only is that impossible to prove but as @hasanthehun pointed out earlier, he’s always tweeting on this site so the idea he is always working is demonstrable BS.
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Jeff Lutz 🔋 retweeted
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
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Jeff Lutz 🔋 retweeted
We should make sure Americans are not pursuing entrepreneurial, game-changing, humanity-improving innovations and inventions that create enormous value and catapult American competitiveness? That culture and pursuit are what makes America special and unique. And it’s why Europe has no trillion dollar companies and is nowhere in the ai revolution or technology
Elon Musk just became the world’s first trillionaire. Let’s make sure he’s also the last.
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0.13s, Tesla FSD is superhuman 🤯
I calculated Tesla FSD's reaction time
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Jeff Lutz 🔋 retweeted
Bears stadium update.... According to @paschutz of @nbcchicago on Kap & JHood on @espn1000: According to "the Indiana Department of Environment... nobody has applied for any permits or plans or anything." regarding a stadium in Hammond.
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Jeff Lutz 🔋 retweeted
If Melania wasn’t married to Trump, she’d be on every magazine cover as the most elegant, dignified First Lady in modern history. If Gwynne Shotwell didn’t work for Elon, she’d be universally celebrated as one of the greatest executives alive. The same people who worship “strong women” suddenly go blind when she stands next to the wrong man.
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Jeff Lutz 🔋 retweeted
The anti-@elonmusk crowd is hilarious. Ro Khanna: $250M Gavin Newsom: $30M Elizabeth Warren: $12M Bernie Sanders: $5M 3 houses They’re attacking a guy who built companies that changed transportation, space exploration, communications, and AI. The hypocrisy isn’t subtle. It’s the entire point. 🚀🇺🇸
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Jeff Lutz 🔋 retweeted
Replying to @NYCMayor
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Jeff Lutz 🔋 retweeted
It’s like the DNC talking points went out this AM and every economically illiterate politician is our rabble rousing and blaming poverty caused in part by government ineptitude in operating schools on innovators. Brad I disagree with you on one point—Ro is not smart.
You are smarter than this Ro. Imagine if Bernie had taxed @elonmusk 100% on his PayPal capital gains. We would have no @Tesla or @SpaceX - none of those jobs or GDP. Who do you think allocated the capital better for society? He will already pay $100 B in taxes - more than any human ever. I hope he donates some to kids via @TrumpAccounts to make every kid a shareholder in 🇺🇸 & continues investing all his heart, soul & money for the benefit of America & all humanity! 🇺🇸🚀🤍
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Tesla FSD 14.3.4: *Everything feels more confident, tight, like it’s driving on rails *One-shotting more parking than ever before (finding the best spot & parking perfectly). *nav out of parking lots improved so far *new UI tweaks make the experience more chauffeur-like 👍🏼
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Jeff Lutz 🔋 retweeted
I watched this interview with Dario and Daniella on Bloomberg this week and honestly I didn't realize what a character Dario is. He's like that liberal professor you had in high school or college who's really smart but also a little eccentric this type of guy has never been put in charge of a trillion dollar company. the culture of anthropic makes so much more sense after just listening to Dario speak for a while. One idea I'm playing with, and maybe I have this wrong, is that the race to create super intelligence has made the "researchers" — the few people in this world who understand these models and have ideas about how to improve them — the most sought after employees in the world. They have an enormous amount of power and leverage. We've all heard whispers of the kinds of compensation packages that have been thrown around. Anthropic really feels like a lab run by the researchers. And the researchers have so much leverage and power right now that if they don't want to work for a Larry Page, a Sam Altman or an Elon Musk they don't have to. Rather than working for someone else with their own goals and motivations, the researchers had the option of trying to run a company themselves. That's basically what happened when Dario decided he didn't want to work for Sam Altman anymore. That's probably why talent density and talent retention are so high at Anthropic. They still have all their co-founders working at the company, which is very unusual for a company of that size. In tech, when you put a bunch of smart people together and let them work together magic happens. Dario seems like kind of a strange guy, and he's definitely not your typical Mag 7 CEO. But he seems to have created a culture that's led to strong execution. It's possible that as Anthropic grows, especially as they face the scrutiny of Wall Street ahead of their IPO, it may outgrow Dario and investors might start calling for another CEO. The other AI companies have leaders — Musk, Altman, the Google guys — who are well versed in dealing with investors and Wall Street. There will inevitably be pressure, especially after going public, for Anthropic to be lead by someone who will please investors. But if Dario goes, the company risks killing the culture that has given its models a technical edge.
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More of this. We cannot put up with this non stop coordinated BS gas lighting
Ro, you’re lying and you know it. You compared a man’s net worth to a country’s GDP. A balance sheet to a year of output. You went to Yale. You learned the difference between a stock and annual output flow. But being a politician and lawyer, you love to lie and gaslight the economic illiterates, it’s your entire business model. You want a 5% tax on Elon to fund free trade school for every American. Trade school costs $80B/yr, you can’t even fund a year. Elon doesn’t have $55B in cash. It’s stock. You know this. To pay, he sells roughly $70B of Tesla and SpaceX shares, and the sale itself gets taxed on top. SpaceX raised $75B at its IPO this morning at a $1.77 trillion valuation. Imagine him selling that amount every year. Ro isn’t taxing Elon. He’s taxing everyone who gas exposure to the market. Every pension fund and index fund on the planet gets wrecked. And given Ro, he’ll insider trade and short before the bill passes. And for what? To rip capital from the best allocator alive and hand it to the most incompetent institution in human history. Elon turned PayPal gains into Tesla and SpaceX: 120,000 jobs, launch costs down 90%, two industries that didn’t exist, a $1.77 trillion company from nothing. You’ve never built anything. You’ve never employed anyone. You’ve never created a dollar of value in your life. You collect a government salary and demand tribute from men who do what you can’t. Your machine spends $7 trillion a year and still runs a $1.8 trillion deficit. It loses up to $521 billion a year to fraud. More than your entire tax raises. The Department of Education went from $34 billion in 2000 to $268 billion in 2024. 8x the money. Reading scores at multi-decade lows. Trade schools still unfunded. You don’t lack money. You lack competence, and you want Elon to subsidize it. You haven’t donated your wealth. You haven’t moved into government housing. Empty your accounts first, Ro. Then preach. Elon’s options get taxed as ordinary income at the top rate when exercised. Over $500 billion in lifetime taxes, the largest tax stream from one human ever. You want $55 billion now in a way that craters the shares the $500 billion depends on. Your tax doesn’t raise money. It kills the companies, kills the jobs, kills the pensions, and torches a bigger check already in the mail. You’re the monkey in the middle, Ro. You can’t build. You can’t allocate. You can’t even count. So you eat from everyone else’s pie and call it fairness.
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Jeff Lutz 🔋 retweeted
When you have to put down your personal wealth to solve a problem, you are incentivized to solve it. When you confiscate money from others to solve a problem, you are incentivized to keep it unsolved.
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Jeff Lutz 🔋 retweeted
Net worths of politicians whining about Elon Musk’s fortune from SpaceX: 🔵 Ro Khanna: $250 million (inherited) 🔵 Gavin Newsom: $30 million 🔵 Elizabeth Warren: $12 million 🔵 Bernie Sanders: $5 million (plus 3 houses) A bunch of virtue signaling hypocrites.
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A man working as a welder at SpaceX for $28 an hour has just become a millionaire. Juan Hernandez, who came from Mexico, welded rockets for SpaceX at $28 an hour. SpaceX gave him $10,000 in stock when he went full time in 2015, and he bought more with every paycheck for 10 years. $SPCX is now trading at $167, making his shares worth over $1 million.
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The more I respond the more Elizabeth Warren shit I see 🤦🏻‍♂️
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There is a political party full of liberal / socialist millionaires that would prefer to neutralize musk and limit success like 👇 Their millions are ‘ok’…
bro immigrated from Mexico and took a $28/hr contract welding job in 2015. didn't even know what SpaceX was. they gave him $10,000 in stock and let him buy more through payroll deductions. that stake is now worth $880,000. and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.
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