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Furthermore, Tesla's vertical integration strategy stands to provide it with a competitive edge. By controlling various elements of the supply chain and production processes, Tesla can optimize costs and delivery timelines, enhancing the efficiency of deploying Optimus across multiple suppliers.
A Future of Deflationary Costs in Tech
Drawing parallels to the historical trajectory of technology's cost structures, Dwig invokes the example of calculators, which once cost consumers significant sums but are now largely free through smartphones. Similarly, as robotics technology matures and demand for robots like Optimus increases, the cost of producing these units could plummet over time.