Part 12/16:
Optimus Robot: Elon Musk’s vision of humanoid robots with advanced dexterity (22 degrees of freedom in the hands, increased from 11) could be operational by 2025, scaling rapidly—potentially millions of units within a few years.
Exponential Growth: Tesla’s approach targets core exponential curves—multiplying production capacity of robots and vehicles, creating a valuation explosion if execution hits targets.
Valuation implications: Potential Tesla share price could reach nearly $200,000 per share by 2034, driven by robot and AI scaling.
Bonds, Bonds, Bonds: The Role of Fed and Treasury Market
The discourse shifted to traditional finance: