Comment by pm90
8 hours ago
Hes committed to building thousands of Optimus robots for a market that does not exist while cutting back on building evs (a market that does).
I think its pretty clear that Musk has lost his goddamn mind. And the American corporate system and Government seem powerless to do anything.
The reason is probably that Tesla is falling behind on EVs, or at least feels like they've juiced all they can from them at the moment, but advanced robotics is still on the upswing and probably is far from reaching its full potential. They have enough money that moonshots like these probably seem irrelevant at their scale.
As for the space datacenter idea, I think this is just a case of extreme marketing that Musk's ventures are so accustomed to. Making huge promises to pump their stocks while the US government looks the other way. When time comes for them to deliver on their promises, they've already invented ten more outrageous ideas to make you forget about what they promised earlier. Hyperloop as a viable mode of transportation, tunnel networks for Teslas, SpaceX vehicles as a mode of transport, X as the new 'everything app', insane timelines for a Musk-led human mission to Mars. They've done it all.
To be precise: humanoid robot TAM $0; vehicles TAM ~$2.7 trillion.