After the Model S Comes the Humanoid Optimus: Tesla Undergoes a Radical Transformation Towards Physical AI.

The demographic change and labor shortage in the Western world force automation. There simply are not enough people to produce/transport the desired goods and services. Physical AI (robotics/autonomy) is the only scalable answer to this deficit. Tesla (TSLA;i) is transitioning away from being solely an automobile manufacturer towards becoming an infrastructure and hardware provider for physical AI. The company no longer uses its vehicle fleet primarily as a sales product, but as data collectors and training platforms for neural networks that move...