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Tag

Optimus

3 articles

Technology1h ago

Tesla's Optimus Bet: $787M Profit Drop Shows Massive Capital Reallocation to Robots

Tesla began manufacturing its Optimus humanoid robot as third-quarter net income fell 43 percent, reflecting heavy spending on AI and robotics while core EV business stalled

U.S. Equities3d ago

Tesla's Optimus and Cybercab Drive Valuation; Roadster a Halo Play

Musk positions humanoid robot and robotaxi as core to Tesla's long-term value while Morningstar sees Roadster spurring broader vehicle demand.

Technology26d ago

Tesla Ramps Optimus to Hundreds Weekly, but Assembly and AI Gaps Block Commercial Path

Tesla is producing several hundred humanoid robots per week at Fremont, yet hand assembly inconsistencies, supplier quality issues at scale, and unpredictable AI behavior remain barriers to the commercial version Musk has promised