Based on presentations we've seen what sets Tesla apart are its datasets not the core technology.

And those don't translate across to the Optimus bot.

I think they will though, I think the enormous corpus of video data and the supercluster that powers self driving development are the machine vision analog of internet scale text data that gave rise to LLMs. We'll see the same moment for vision models that text prediction models had once the data is there, where an enormous foundation model becomes much much better, especially at zero-shot tasks.