Which is exactly the problem.

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

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ulfw 13 hours ago | parent [-]

"Robots"

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

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ben_w 13 hours ago | parent [-]

Oh, Optimus is much worse than ChatGPT.

ChatGPT, for all its flaws, does actually exist and definitely isn't just a remote-control-based illusion, and some people even pay for it.

Optimus, the only thing we can be sure is real is the hardware, which is the least interesting part. But even if they really are running just on software without remote control, the one and only thing they've shown in any public demo that would actually be impressive, was voice comprehension in a noisy environment.

	▲	tonyhart7 9 hours ago \| parent [-]
		Elon would save Tesla by force xAI to buy it like twitter does because why not???? at least Grok is real and we are years away from real "Skynet" SpaceX for weapon delivery, xAI for the brain and Tesla for robot chasing