Optimus
also referred to as: optimus robots
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 11, 2025 by John Maslin · said 3 times in 3 episodes since 2025 · across every show →
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brought up most by Tony Kim (1), Molly O'Shea (1), Alex Immerman (1)
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2026 2 mentions in 2 episodes 1 per episode
Everything said about Optimus, oldest first
Aug 11, 2025 bullish
Maslin: Humanoid robotics reaching planned volumes could 10x global rare earth magnet demand
“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”
Jan 26, 2026 bullish
Wright: Space Data Centers Are Inevitable to Power Lunar and Martian Bases
“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…”