ARK Invest's Tasha Keeney predicts Tesla could crush Uber, raising questions about how ride-hailing giants can compete. Meanwhile, the CEO of the largest chipmaker revealed Elon Musk’s growing focus on humanoid robots over cars. In policy news, Trump’s transition team may remove crash-reporting rules for autonomous systems—a win for Tesla and self-driving tech. Lastly, Tesla’s Texas Lithium Refinery has processed its first raw materials, solidifying Tesla’s dominance from mining to manufacturing. 00:00 Intro 04:23 Tesla's Comprehensive End-to-End Solution 07:07 Tesla’s Strategic Long-Term Vision 21:48 Tesla's AI chip strategy and supplier leverage 27:17 Regulatory changes for automated driving crash reporting 30:41 Tesla's lithium refinery innovation Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm. Follow Jeff Lutz on X: @theJeffLutz Buying a Tesla? Use my referral link and get up to $2,000 off. https://ts.la/herbert23392 My daughter: https://ts.la/amanda443323 My website: https://www.HerbertOng.com Check out 15+ modules of resources for the $TSLA Investor and get free TESLA Milestone Tables Join this channel or Patreon to get free access to 15+ modules of TSLA investor resources Become a Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Become a Patreon: https://www.patreon.com/brighterwithherbert ❤️ Thank you to everyone who supports me and this channel! Let's get brighter! Website: www.herbertong.com X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock