The stock is priced on expectations of how many humanoid robots they might sell over the next decade.
Those expectations in turn treat humanoid robotics as if Tesla is the only game in town, when Tesla's Optimus is not yet available for purchase and other companies already ship.
ben_w|1 month ago
The stock is priced on expectations of how many humanoid robots they might sell over the next decade.
Those expectations in turn treat humanoid robotics as if Tesla is the only game in town, when Tesla's Optimus is not yet available for purchase and other companies already ship.
Then someone brings up the value of Tesla's AI to those robots, and here's my response to that to save re-writing it: https://news.ycombinator.com/item?id=46799603
ulfw|1 month ago
A product no one knows if there is a real demand for promised to be made by a company that has no core competency in robotics
But hey let's just value this BS in the trillions because why not. Sam Altman's ChatGPT is not far behind