Herbert Ong(@herbertong):🚨 Tesla skipping the Model 2 was a pretty wild bet when you think about it! @JOBhakdi says he expected Tesla to play it safe: build the cheaper car and keep working on Robotaxi. Instead, Tesla basically said, "Nope, we’re going all-in on autonomy!" And Optimus follows a similar idea. Why build tons of specialized robots when you can build one general-purpose robot by the millions and use scale to drive the cost down? It’s definitely risky, especially if everything takes longer than planned. But that’s the bet: fewer compromises, bigger markets, massive scale. $TSLA

Herbert Ong

@herbertong

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参加 July 2008

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Herbert Ong@herbertong

2026.09.09 16:32

🚨 Tesla skipping the Model 2 was a pretty wild bet when you think about it! @JOBhakdi says he expected Tesla to play it safe: build the cheaper car and keep working on Robotaxi. Instead, Tesla basically said, "Nope, we’re going all-in on autonomy!" And Optimus follows a similar idea. Why build tons of specialized robots when you can build one general-purpose robot by the millions and use scale to drive the cost down? It’s definitely risky, especially if everything takes longer than planned. But that’s the bet: fewer compromises, bigger markets, massive scale. $TSLA