Optimus

“Optimist will be the best selling. I think product.”

“I can tell you Optimus is better than what Figure's doing.”

“Elon and Tesla are transitioning their Fremont Facility to make Optimus. And they plan to scale that facility up to be able to make a million of these things a year on a relatively near term time horizon.”

“This is actually a debate that we have in terms of how soon it's going to happen, but it's definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about and you know, a lot of this is public, but what SpaceX is talk…”

“I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those.”

“It feels to me like Optimus or some form of like Tesla robot will be one of the winners, most likely, right? High probability... The most likely global winners in robotics will be some subset of China plus Tesla plus something else, right?”

“XAI, Will be the intelligence module for Optimus made by Tesla with Tesla vision has its, you know, perception system.”

“And then we're going to be making this robot Optimus, which is, you know, starting production hopefully summer next year at scale.”

“And what the hand could do beyond, I mean, it's, it does what you and I do. And then he showed me a couple of them that could fight and throw punches and kicks and the balance and the pushing. Unbelievable.”

“Like, Optimus is already pretty incredible. A year from now, it'll be 10 times more incredible.”

“It might be more of my mental cycles than anything, anything else, any other single thing on Optimus.”

“I think it is accurate to say that if successful, Optimus will be the biggest product ever.”

“I think the marginal cost of production once you hit a million units per year is probably around the 20,000 dollar range.”

“If we hit the volumes that companies like Optimus or Figure AI are discussing, that could 10 X the global demand for rare earth magnets by themselves, not even touching on the other industries that are going exponential, like drones or cars”

“That seems like that's obviously the next giant consumer market is having optimists or figure in your house.”

“When you look at, like, Optimus as an example, which is the robot program at Tesla, like, why is Optimus going quickly at Tesla? It's because, you know, hey, we're, there's a lot of reuse of platform technologies, whether it's, like, how do you opt, like, a si…”

“Optimus, you know, to be honest, like when I first saw Optimus, I thought it was like very heavy on the smoke and mirrors and like they've made incredible progress as well.”

“They're pitching it as a consumer thing, but it's very clearly military technology.”

“The non-automated robotics that tanks the stock price because they weren't working.”

“Elon paints a very picture that's very exciting, but like, I mean, it's pretty deceptive, right? You kind of are like doing it for what looks like a great. Clip for X or for Instagram, but it's not real.”

“It's probably on the order of five, five years. Maybe, maybe six to get to a million units a year.”

“Basically everything transfers and I don't think people appreciate it. Cars are robots and Tesla, I don't think is a car company. I think this is misleading. This is a robotics company, robotics at scale company, because I would say at scale is also like a who…”

“In terms of the transfer from cars to humanoids, it was not, not that much work at all. And in fact, like the early versions of Optimus the robot it thought it was a car, like, because it had the exact same computer. It had the exact same cameras. It was reall…”

“I think B to C should be the right Start point, because I don't think we can have a robot, like, crush grandma, is how I put it, sort of. I think it's like too much legal liability. It's just like, I don't think that's the right approach... So I think the best…”

“I think there's going to be some incredible gains with Optimus and some of the other robots that are occurring, and those things are only going to cost 20 grand.”

“The Optimus Prime thing that, that Tesla's building hasn't really worked actually yet.”

“You're investing ten billion dollars a year. That's what he's investing in. Dojo, the chip, and Optimus The humanoid robot and robo taxi.”

“I think the Optimus has the highest alpha, but the highest beta. So, you know, more upside than anything else, just unclear how you get there, what the path is and the capital requirements.”

“I think Optimus will dwarf the entire entirety of Tesla's other businesses.”