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John Dwig, an expert in robotics and automation, suggests that Tesla's approach to Optimus involves much more than just selling a product. The combination of high demand and limited supply chains creates a unique opportunity for the company to assert itself in a way that disrupts traditional labor models and economic structures.
The Supply Chain Challenge
As Tesla ramps up production, the challenge of scaling supply chains becomes paramount. Unlike the more rigid components needed for traditional automotive manufacturing, the parts for Optimus are predominantly made of plastics, which can be produced quickly and in large quantities. This factor plays a significant part in Tesla's ability to achieve rapid output compared to conventional manufacturing.