Elon targets billions of robots – but, understandably, doesn’t provide super clear guidance on the growth story (that I’m aware of). Everybody agrees on the importance of Optimus for TSLA investment case. We can ball-park the profit per TSLA bot in the long-term ($5k – $50k lifetime value for TSLA) How many TSLA bots will … Read more
Tesla’s Q3 update moved Optimus from R&D buzz to early manufacturing reality: first-generation Optimus production lines are being installed in anticipation of volume production. That’s Tesla’s clearest signal yet that humanoids are headed for the factory floor rather than just flashy demos. Key takeaways: Verbatim from Elon (Q3’25 call) Bottom line: Q3’25 didn’t give deployment … Read more
Article Summary (Key Points) Tesla’s Optimus humanoid robot represents a bold expansion beyond electric vehicles, aiming to transform labor-intensive industries with automation. This analysis evaluates the Optimus segment’s potential contribution to Tesla’s market capitalization over the next five years. We consider direct sales to businesses and consumers, estimate production costs and pricing via first principles, … Read more
What is NVIDIA’s roadmap? YouTube is my go-to learning resource for investment content but it didn’t have a good overview video about NVIDIA’s future product line. To cover this question, I’ve been working on a new presentation: In the video, you’ll get a quick overview of these groundbreaking new technologies: Check out the video for … Read more
Tesla is doubling down on its focus on becoming the global leader for large-scale AI applications such as self-driving cars and humanoid robots: “While many are pulling back on their investments, we are investing in future growth– including our AI infrastructure, production capacity, our Supercharger and servicenetworks and new products infrastructure – with $2.8B of … Read more
We will see a billion robots in all shapes—robots shaped like humans, robots shaped like animals, and robots shaped like novel creatures with specific skills. They will do everything for us in the real world, thereby allowing programming reality. It’s about digitizing the real world, and the boundaries between the real world and cyberspace will … Read more
“The future is already here, it’s just unevenly distributed.” — William Gibson Tesla’s humanoid bot, “Optimus“, is not a mere vision anymore. Real bots are built, doing real work. I’ve written two articles attempting to value its impact on the TSLA stock price in the long term: But to conduct a realistic valuation, we first … Read more
💡 Disclaimer: I own TSLA and this is not investment advice. Most people, when thinking about Tesla, primarily consider its car models like the Model 3, Model S, and the recently launched Cybertruck. Enthusiasts often discuss its role in promoting safe driving, the potential of its robotaxi fleet network, and the expected profits these innovations … Read more
In a game-changing development in robotics, Google DeepMind’s new artificial intelligence model, RT-2 (Robotics Transformer 2), seamlessly combines vision, language, and action to help robots understand and perform tasks with greater adaptability. The RT-2 is a Vision-Language-Action (VLA) model, unprecedented in its capacity to integrate text and images from the internet and use the acquired … Read more
As a Python developer interested in building Telegram bots for pure fun and enjoyment, I bring you my curated list of top Python libraries that powerfully streamline bot creation. 1. python-telegram-bot The python-telegram-bot is one of the most straightforward libraries for building bots for the Telegram app. Easy installation: 👇 pip install python-telegram-bot –upgrade It … Read more
I just completed an article on the possible stock price for Tesla if the Optimus bot reaches world domination. See here: 📈 Recommended: Tesla Bot Valuation: $15,625 per Share Possible? To support the argument, here is the table of 50 activities that a humanoid robot could do: Activity Hourly Rate ($) Difficulty Required Skills Energy … Read more
I’ll present my personal valuation thesis for the Tesla stock in this article, assuming the Optimus program will succeed. My optimism caused me to put ~80% of my stock investment portfolio into TSLA. Track all markets on TradingView Learning From the Smartphone Market 200 million people decide to buy an iPhone every year (source): 1.5 … Read more