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When will Optimus impact Tesla’s earnings? ARK estimates human-level task proficiency by ~late 2028, but it’s not the main story yet. Tasha Keeney, CFA notes in the March webinar that near-term earnings will likely still be driven by robotaxis.

ARK Funds

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77,709 次观看 • 3 个月前 •via X (Twitter)

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Elon: Optimus Will Learn Tasks by Watching Videos and will "Move the Needle" on U.S. GDP “Optimus is a general-purpose robot that can learn by observing human behavior. You can demonstrate a task, verbally describe it, or even show it a video, and it will be able to do that task. It’s gonna be a very capable robot. Long-term, Optimus will have a very significant impact on the US GDP, it will actually move the needle on US GDP significantly.” Source: Tesla

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