Musk expects ~80% Of Tesla's value will be Optimus robots [1]. It can't be any other way given that he helped elect a President that's against electric cars, against regulation for limiting climate change, against collaborating with our European allies.
I expect that to go about as well as Facebook changing their name to Meta and putting all their eggs in the Metaverse/VR basket...
But at least Meta's legacy businesses (Facebook, Instagram, WhatsApp) were still valuable enough to fall back on - whereas Tesla's seems to be tanking. Only their utility-scale fixed battery business seems to have much potential if they can't turn around their dwindling car business.
https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-p...