Comment by camhart
10 hours ago
Elon put everything he had into spacex and tesla. Against all odds, both worked out. He's now betting tesla on optimus. People are willing to believe him given his extremely successful track record of beating the odds. Is it guaranteed? No. If it was guaranteed it wouldnt be an investment. You take on risk for the chance at a reward. Calling it hopium is ridiculous--if there's anyone on the planet that has a track record of pulling off the near impossible its Elon.
I’m moderately long on Optimus. At least for US based robotics. When I look at the list of companies that can deploy moving stuff at scale, and I intersect that with those that have autonomous ai experience, .. there’s only one company in the us and it’s way way ahead of competitors considered as a joint probability. Boston dynamics is “sold out” next year with 25k industrial preorders. Tesla has the experience to launch a hyper scale factory out of the gate.