The Everything Shortage Is Here | Why Tesla Saw It Coming
On June 25th, Apple raised the price of almost everything it makes, and Tim Cook blamed a shortage he says he hasn't seen in over 40 years. This isn't really an Apple problem. The same squeeze is pushing up phones, game consoles, electricity, and now cars, and one company saw it coming years before almost anyone else. Tesla & SpaceX data center partnership and merger breakdown: • Tesla Is The New Data Center King | SpaceX... ⚡️🔥 Tesla Referral Link: https://ts.la/blake606283 Sessions with Shaw (Music Channel): / @sessionswithshaw & More (2nd Channel): https://bit.ly/2A78vp4 Follow Me On X: / ryanshawtech Follow Me On Instagram: / ryanshawtech New Owner's Bundle Model Y: https://geni.us/rtRCpSV Model 3: https://geni.us/IUqPi Code: SPRINGFLING All Weather Floor Mats Model Y: https://geni.us/GfMW2 Model 3: https://geni.us/IPjA21L Screen Protector https://geni.us/LcAP Code: SPRINGFLING S3XY Knob & Buttons https://enhauto.com/list/all?&promo=RYAN Glass Roof Shade Model Y Juniper: https://geni.us/GoqiN Model Y Pre-Refresh: https://geni.us/KoV7 Model 3: https://geni.us/jWAi3bg Center Console Organizers Model Y: https://geni.us/v5AmXrt Model 3: https://geni.us/BUjgMOl Full accessories list: • NEW 2026 Tesla Model Y & 3 Accessories | T... When you buy something using the links above, we may earn a small commission to help support the channel. We only recommend brands we 100% stand by. The Camera I Use: https://geni.us/IVzS0J5 My B-Camera: https://geni.us/8H6uHd My Favorite Lens: https://geni.us/Sr2k2G How I Film Drone Shots: https://geni.us/SF9pW The Gimbal I Use: https://geni.us/zMEl How I Record Audio: https://geni.us/c8w7h Shotgun Mic I Use: https://geni.us/KCAba Lapel Mic I Use: https://geni.us/SUomPY 0:00 Intro 1:00 Why Memory Went First 3:06 America Stopped Building 4:25 AI's Hunger for Everything 7:44 The Strained Grid 9:37 Copper, King of Metals 12:46 China's Mineral Grip 15:00 The Ford Shutdown Scare 16:16 How China Got the Lead 18:24 The Government Steps In 19:46 The 2021 Chip Shortage 21:27 Tesla's Advantage 24:24 How Tesla Planned Ahead 27:29 Where Tesla Is Exposed 29:23 Price Increases Regardless 30:45 Tesla's Energy Win 31:19 Everyone Else Catches Up 32:08 The Big Picture Topics Covered: Apple price increase, Tim Cook hundred year flood, memory shortage, DRAM prices, RAM shortage, Micron, Samsung, SK Hynix, AI data centers, Nvidia GPU prices, supply chain shortage, critical minerals, copper shortage, silver, lithium, graphite, rare earth magnets, dysprosium, China export controls, Ford rare earth shutdown, Jim Farley, Mountain Pass, MP Materials, 2021 chip shortage, Nexperia, Tesla vertical integration, Terafab, Tesla lithium refinery, Corpus Christi, Tesla Megapack, Tesla energy, Cybercab, LFP batteries, CATL, Tesla price increases, industrial policy #tesla #technews #ai #supplychain #evs

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