Herbert Ong(@herbertong):🚨 Chris Camillo thinks Robotaxi is Tesla’s near-term test.. but Optimus could be 100–1,000x bigger! @thejefflutz breaks down Chris' view that if Tesla can prove it can scale Robotaxi in the real world, it does more than validate autonomy. It shows Tesla can take AI, compute, manufacturing, and software and turn them into a real business at scale. That matters because Optimus is a much harder problem. Humanoid bots need generalized intelligence, training, inference, manufacturing, and economics all working together. Chris thinks that opportunity could eventually support a $10–$20 trillion valuation! So Robotaxi may be the proof point. Optimus could be the much bigger bet. 🔥 $TSLA

2026.09.22 14:23

🚨 Chris Camillo thinks Robotaxi is Tesla’s near-term test.. but Optimus could be 100–1,000x bigger! @thejefflutz breaks down Chris' view that if Tesla can prove it can scale Robotaxi in the real world, it does more than validate autonomy. It shows Tesla can take AI, compute, manufacturing, and software and turn them into a real business at scale. That matters because Optimus is a much harder problem. Humanoid bots need generalized intelligence, training, inference, manufacturing, and economics all working together. Chris thinks that opportunity could eventually support a $10–$20 trillion valuation! So Robotaxi may be the proof point. Optimus could be the much bigger bet. 🔥 $TSLA