Ark Invest Tracker(@ArkkDaily):ELON MUSK SAYS CHINA’S MAGNET EXPORT BAN DELAYED TESLA $TSLA OPTIMUS BY MONTHS He says the disruption exposed why Tesla needs to control more of its robot supply chain: - China blocking magnet exports for electric motors delayed the Optimus program by roughly two to three months - Tesla was left with robots that could not be completed because key components for their arms were unavailable - Musk says future supply-chain shocks mean Tesla needs the ability to manufacture every critical part domestically

Ark Invest Tracker

@ArkkDaily

Daily updates for Cathie Wood's Ark Invest fund. | Visit Ark Invest's official website below! | Not affiliated with Ark in any way.

Joined September 2020

328 Following 136.8K Followers

Ark Invest Tracker@ArkkDaily

2026.10.16 14:00

ELON MUSK SAYS CHINA’S MAGNET EXPORT BAN DELAYED TESLA $TSLA OPTIMUS BY MONTHS He says the disruption exposed why Tesla needs to control more of its robot supply chain: - China blocking magnet exports for electric motors delayed the Optimus program by roughly two to three months - Tesla was left with robots that could not be completed because key components for their arms were unavailable - Musk says future supply-chain shocks mean Tesla needs the ability to manufacture every critical part domestically