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It's a bit of a long hauler if you look at it.Robo taxis is the next big thing.US is going to lay tariffs (Trump has bigger incentives) on byd and Tesla is basically the only US provider.Tesla optimus robot will hopefully be mass produced in their already setup manufacturing ecosystem. First mover advantage is massive. This is Tesla's huge benefit imo- manufacturing base is already setup.Only the Chinese have the capacity to manufacture at that scale and no one wants a spybot.You also have software and ai licencing.The big downside is Elons political stance. Democrats make up a group that all thinks together (A bit like I said in GME thread about a rabid base). Temperamental lot that are anti Tesla for insane reasons.
It's a bit of a long hauler if you look at it.
Robo taxis is the next big thing.
US is going to lay tariffs (Trump has bigger incentives) on byd and Tesla is basically the only US provider.
Tesla optimus robot will hopefully be mass produced in their already setup manufacturing ecosystem. First mover advantage is massive. This is Tesla's huge benefit imo- manufacturing base is already setup.
Only the Chinese have the capacity to manufacture at that scale and no one wants a spybot.
You also have software and ai licencing.
The big downside is Elons political stance. Democrats make up a group that all thinks together (A bit like I said in GME thread about a rabid base). Temperamental lot that are anti Tesla for insane reasons.
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