Part 5/11:
The discussion shifts to Tesla's humanoid robot, Optimus. Initially viewed skeptically, Dylan admits that recent demonstrations—especially the footage from Tesla's investor day—have altered perceptions. The robot’s capabilities shown in these videos are impressive and suggest that within one to two years, Optimus could have real-world applications, possibly even in Tesla's Giga Mexico manufacturing line.
Dylan believes that as Optimus proves its utility—potentially automating factory tasks—public perception could shift dramatically. A robot capable of replacing humans in certain tasks would be a revolutionary milestone, igniting a "flywheel effect" boosting sales, capabilities, and investor confidence.