Part 4/12:
He argues that this demand, coupled with software margins and high valuation projections, is fueling the current sky-high valuations in the space, driven by the enormous Total Addressable Market (TAM).
Tesla: The Main Public Market Player—and Its Challenges
Camillo singles out Tesla as the only publicly traded company that presents a compelling long-term investment case in humanoid robotics. Elon Musk’s Tesla Optimus project is an outlier, considered by some to have underperformed recently. Camillo believes Elon has "messed up" the program in 2023, distracted and perhaps overly optimistic about the progress.