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$TSLA bot presentation was very impressive: The use case, scalability, and FSD tech portability are clear. Over the next year, dexterity will improve to make the bot useful in factories. If TSLA can make 1M/yr at $20K each and it works, SH value is massive.
2/ Will WS be impressed? Probably not.Those who love $TSLA today will love TSLA even more. Those who are skeptical will want proof that Optimus works better than its robotics competitors (much like TSLA robotaxi) before adding it to their valuation model.
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