Phil Trubey(@PTrubey):The latest info & theories on Optimus in this vid with @herbertong and @GoingBallistic5. The only thing would add is that V4 Optimus that will be built at the new giant factory at GigaTexas (due late 2027) will be highly vertically integrated. Meaning supply chain will be a much smaller problem even as volumes expect to be 10x what Fremont can build.

Phil Trubey

@PTrubey

Looking for AI startups with fundamental technology.

参加 December 2012

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Phil Trubey@PTrubey

2026.10.25 17:51

The latest info & theories on Optimus in this vid with @herbertong and @GoingBallistic5. The only thing would add is that V4 Optimus that will be built at the new giant factory at GigaTexas (due late 2027) will be highly vertically integrated. Meaning supply chain will be a much smaller problem even as volumes expect to be 10x what Fremont can build.