"everyone on Earth is going to want one"

anybody that doesn't want one will be fired into space on a rocket.

Last I heard [1]Optimus was a man in a spandex suit . Why wouldn't you want one?

[1] https://www.autoweek.com/news/technology/a37359183/tesla-robot-human-in-spandex/

Everything that comes out of Musk's mouth is a shameless stock pump. I'm surprised he hasn't run afoul of the SEC again. Of course he's supporting Trump in the hope Trump will eliminate the SEC among other federal agencies in return. Oh and subsidize every Musk company with public government debt.

The financials from the previously reported quarter don't even break out solar panels which is all of the "generation" that Tesla has. Storage is taking cells they buy and sticking them in a box... just like Siemens, Bosch, BYD, LG and many other firms. If there's huge margin in that, it won't be long term as it will mean there's plenty of room to wiggle in a bidding war until the prices are down to the point where margins are reasonable.

Tesla is an automobile company based on where the vast majority of their revenue is derived. Every other auto manufacturer has other lines of business that earn a profit, but are overshadowed by sales of cars. There's nothing special about Tesla having business units doing other things.

Not like BYD, who were a battery company before they started making cars.

"Not like BYD, who were a battery company before they started making cars."

Yes, but. I'm not up on BYD financials, but I expect that auto sales are the greatest source of income for them now. While they might have started as a battery company, they've morphed and need to be evaluated based on the segment that brings in the most revenue. Even Tesla is buying batteries from BYD so it's a good business for BYD to be in.

Tesla was also making batteries before making cars. The first Teslas were Lotus kit cars with electrics fitted.

hello, from powerwall all the way up to their big batteries for utilities, tesla accompanies the hardware with best-in-class software that bosch byd lg siemens and many other firms can't match.

what is vw's side-hustle?

Best in class software is not a defensive moat, it's something competitors can challenge and replace.

Looking forward to Musky's plan to allow every Tesla owner to hire their car out as a taxi when they are not using it. I'd love to get into my car in the morning and find it full of McDonald's wrappers and bodily fluids. Or even find it not on my driveway as it decided to change into a lane that wasn't really a lane and the car and paying passengers are now on fire several miles away. The income would have to be a lot more than 10% of a taxi fare to tempt me. Not that I'll ever own a Tesla, thanks to buying one being a tacit vote of approval for Phoney Stark's actions and statements.

Musk has nothing of relevance to say any more, it's all just hyperbolic bullshit designed to pump the stock price.

So, Musk, remind me : how many deaths has it took for you to acknowledge that ?

But not likely the ones programmed by Elon Musk.

The prices being thrown around, likely too low, are more than the cost of a late model second hand car. When banks are giving away robots as a premium for opening a new account, I might be interested (as a source of parts for other projects).

oh no, it's M3GAN!

This is the part where you run :)

(In case of rogue robot, do not use elevator, use the stairs)

That a lot of auto companies have robots doing all these things already

A lot of companies usp is "hand made"

Then again perhaps the quality of their cars will improve, or will the reliability and build of Optimus be less prime and more inferior

In this context he knows nothing. Just the usual muskshit.

The idea that automotive production line automation can be usefully adapted to household chores is nonsense as most sane people will realise, and those of us who've ever worked in the automotive sector know for a fact. But since his intended audience is his own acolytes it matters not, they'll believe anything that squeezes past his sphincter-like lips.

In the robotics and assembly markets, there's some truly fabulous companies who've been doing this for years and really know their shit, presumably initially had some interest in Tesla as a prospective customer (and they don't think they're selling robotic housemaids any time this century). But as usual Musk thinks he can re-invent the wheel himself to universal acclaim, this time in robotics. Either that, or he was such a pain in the arse to work with that the industry leaders concluded that it wasn't trying to work with him and he had to come up with his own half baked robots.

How many that would be on Xitter or following Musk's account be negative or positive? Surely a poll by Musk on X is worthless?

So he receives nearly $1Bn in brown envelopes eco-incentives from the government that he is actively trying to remove.

So he either expects the other lot to be more socialist when it comes to handing out brown envelopes eco-incentives. Or he is just so committed to the political ideals of small government and climate denial that he is prepared to pay $45M/month of his own money to strip his public company of $1Bn/year

Well the bloke who destroyed his Tesla along with large parts of the local infrastructure when he attempted traveling at Time Distort 7 outside my house will certainly be in the market for a new one.

Assuming a) He stays out of jail and 2) Can get insurance.

What, like walking slowly round the factory handing out redundancy notices to staff?

It's not clear why anyone would by Optimus over one of the dozen or so other humanoid robots being developed (and in some cases, already being used in service).

Musk sold the idea of Tesla as being an unassailable disruptor to the industry. He's dropped the ball - as simple as that - and is reliant on tariffs to protect his company from competition.

Now he's trying to invent a whole new unassailable lead, having demonstrated that he can take a unique opportunity and loose it. This doesn't seem to be a good gamble.

If the only value (according to Musk) is autonomy and Optimus, then the message is clear. Anyone investing has to consider this a startup, not a company with any expectation they can deliver a new global scale business model.

Musk said he "would be shocked if we cannot do it next year."

Does that mean we can charge up a Taser and shock him if they don't don't manage FSD next year

"The Xitter owner also mentioned opportunities for integrating xAI's chatbot Grok into Tesla's software and said that shareholder approval would be needed before any investment was made."

Am I reading this right? They want to put a chatbot in the car? What the hell for?

I imagine it would be rather like having a constant back seat driver making"helpful" suggestions. His Muskiness watched too much knight rider as a kid, methinks.

I can answer that one. You absolutely need an LLM running in a car when the company that makes the LLM will supply it for $5 billion in up-front "investment", will charge per use, and you own that company. Free money is wonderful. You just add it onto the price of each car, and when people don't buy as many of them, you make some other promise of what other wonderful feature they'll have and wait for people to bid up the stock again. Eventually, this won't work in the long term, but you'll have extracted plenty of actual money in the meantime.

" I think everyone on Earth is going to want one. "

Dude can't even make a car that can drive itself, yet we're supposed to trust our robot overlords that they can turn out a half functioning bot? And humanoid shape to boot. Oh my.

If I was going to have a bot, I'd like it to resemble that cute Asian woman in Humans , but I would absolutely settle for a Tachikoma . The Optimus just looks about as fugly as most of the other Tesla fare.

Plus, wasn't Will Smith in a movie about where this scenario ends up?

" There's 8 billion people on earth, so it's 8 billion right there. "

Hey, Musk, quite an upsetting number of those people are living surviving in conditions and poverty that you would be utterly incapable of comprehending you fucking piece of shit.

".......that you would be utterly incapable of comprehending you fucking piece of shit.”

Harsh; but true!