Quick check on TSLA: complete admission to obvious fraud barely made a dent. It’s all priced in, apparently.
The insane thing about TSLA’s valuation compared to either its profit or revenue, is that it’s based on the idea of it growing by a bigger margin than the market could possibly have room for, even if they did turn around their tired-out product lineup and managed to get everyone to stop hating them. People still seem to treat them like a plucky new startup in its fast growth phase, even though they’ve been around two decades already.
They made barely 0.2% of their market cap in profit in 2025. A 12 month US treasury bond pays 3.52%. TSLA could increase profits by over 1500% and still be worse than a treasury bond whilst also being higher risk.
Musk is also apparently unaware that Boston Dynamics exists, or is in deep denial of this.
They got bought by Hyundai several years back now.
https://en.wikipedia.org/wiki/Boston_Dynamics
Literally everything he claimed he was going to do with Optimus, everything he claimed Optimus would be able to do…
Boston Dynamics + Hyundai + Google is actually well on their way to doing it.
One day the game of musical chairs that is keeping the American stock market afloat like it’s 1929 is going to come to an end. There’s nothing wrong with being a humanoid robotics startup. But a humanoid robotics startup with a market capitalization of $1.44 trillion, with a terrible record of delivering on robo-cars? It’s all inevitably going to come crashing down …
I think historians will look back at this, and the MAGA phenomena, as closely related pathologies and psychotic breaks from reality.
Ahem.
https://www.ft.com/content/c7e23f07-70b3-43a7-8e1d-040ca93d6d90
Microsoft sheds $360bn in market value as AI spending spooks investors
Software group pulls Nasdaq lower after reporting 66% year-on-year surge in data centre costs
Microsoft stock dropped 12% today.
In one day.
12%.
Musk wouldn’t know useful work if he saw it.
Skilled people are the one that makes his brain hurt
The manager began to explain in detail some of the obstacles to relocating the servers to Portland. “It has different rack densities, different power densities,” she said. “So the rooms need to be upgraded.” She started to give a lot more details, but after a minute, Musk interrupted.
“This is making my brain hurt,” he said.
“I’m sorry, that was not my intention,” she replied in a measured monotone.
“Do you know the head-explosion emoji?” he asked her. “That’s what my head feels like right now. What a pile of f—ing bulls—. Jesus H f—ing Christ. Portland obviously has tons of room. It’s trivial to move servers one place to another.”
But that won’t stop him from mass producing them, anyway.
Woo-hoo! Full self-driving 2! Electric Boogaloo!
Waiting for a working product is for losers… I guess?
Seriously though, I heard a sound bite of Musk talking about this. He perceives that there is unlimited demand for humanoid robots.
That being the case, you really want facilities ready to produce these canners the moment they’re invented.
Between now and the point at which they become viable, it’s just going to be idiots buying a google nest or alexa service with legs, basically.
I can see how it could kinda make sense if you’re a capitalist pig that has infinite money.
I wonder how true it is. Humanoid robots are popular in sci-fi because you can write lots of interesting stories with them, and it’s easy to film since you can just use a regular actor. But if I get to thinking what I’d want out of having one in the house, I’m drawing a blank. I’d rather they just made Roombas and dishwashers better.
LAZINESS!!!
That is biggest trend for Rich-Super Rich Economic Classes/Owners & the poorer other classes are trying save more time for them to live life.
Of course it’s fine to not want one, but I think there’s definitely a market for them in the home.
However, I think the “infinite demand” angle comes from industrial applications.
Evolution gave us a humanoid format because it’s the most functional. A roomba is the perfect format for cleaning the floor in your home, but a humanoid can collect ore out of the ground, build an oil rig, abduct humans, fight wars, all the things.
If productivity can be measured in gross domestic produce, then I guess the thinking is that humanoid robots will increase that, and if one human can supervise more than one bot then the math kinda points to infinite demand.
However, like most recent technological advances, I suspect that the beneficiaries of this tech will be few, and it will generally be us actual humans that will bear the cost. Imagine an army of canners stripping your country of rare earths to make batteries and whatever for more canners at the behest of a few billionaires.
Mr. Musk Running X into the ground, the Owner of the piece of BLANK electric automobiles corporation & headed-up The illegal USA Department DOGE is all about mirage? WOW! (I hope no ones needs me to say this, but that was sarcasm)
Just stock manipulation things.
Should we continue to report on this Mad Fascist? He has disqualified himself from any serious discussion about the future.
Their main job is spreading hype. That’s basically all they can do.
All the Optimus robots are on Mars. They got there by turning on full self driving in their Tesla roadster robotaxis.
https://mashable.com/article/elon-musk-failed-to-deliver-on-2025-promises
LOL!
