Comment by vessenes

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.