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Episode #1141: Tesla drops a philosophy-heavy master plan that barely mentions EVs. Palmer Luckey becomes the first to fly the Jetson One eVTOL. And McKinsey pushes back on AI job fears with a boost in entry-level hiring.

• Tesla’s “Master Plan Part IV” is here, and it might just be the most philosophical of the bunch. With barely a mention of actual cars, the company appears to be pivoting hard toward artificial intelligence, humanoid robots, and an ambitious goal they call “sustainable abundance.”
  • The document positions Tesla as a leader in building tools that "bring AI into the physical world."
  • The original "Master Plans" outlined clear goals: launch EVs, scale production, and push solar. Fewer than 200 words of Part IV reference Tesla's current or future products, with humanoid robot Optimus taking center stage.
  • The plan leans heavily into themes like "Growth is infinite" and "Innovation removes constraints" instead of product roadmaps.
  • Electric vehicles are only mentioned in the context of the past; the future is autonomy, labor automation, and AI computing.
  • Musk has said Tesla’s humanoid robots will account for “~80% of Tesla’s long-term value.”

• Tech founder Palmer Luckey just became the first customer to take delivery of the Jetson One — a personal electric aircraft that doesn't even require a pilot’s license. And yes, he took it for a spin.
  • The Oculus and Anduril founder lifted off in Carlsbad, CA after just 50 minutes of training.
  • Jetson One is a $128,000 single-seat eVTOL with 20-minute flight time and 63 mph top speed.
  • Luckey’s flight kicks off Jetson’s official global rollout; 2025 and 2026 models are already sold out.
  • Jetson’s CTO says their goal is to “move ground-based transportation up to the air.”

• At a time when many fear AI will make junior roles obsolete, McKinsey is leaning in the opposite direction. The firm announced it plans to grow North American hiring by 12% in 2026, with a focus on entry-level talent — especially those fluent in emerging tech.
  • McKinsey currently employs 5,000–7,000 non-partners in North America and could grow that number by up to 20% in five years.
  • North America chair Eric Kutcher values younger workers' fluency in tech: “The 20-year-old econ major… is way more in tune.”
  • Kutcher emphasized that while AI may improve efficiency, it frees up teams to pursue growth initiatives — not layoffs.
  • Many CEOs aren’t excited by cost-cutting; they’re eager to redirect resources toward new opportunities, he noted.
  • “What we will work on will still require the same level of intellect… doing the things that you can't do with machines,” said Kutcher.

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