Yesterday‘s pump: seems related to Optimus parts ordering for 180k robots

This is so much more entertaining than Enron. 👍🏼

Tesla more or less followed the market yesterday. Meme investors don’t follow news at this level.

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Not sure how they are scaling for mass production, since Leon just stated they WON’T be hitting a their mark for thousands of Optimus “Robots”, by the end of the year. Seems like the OPPOSITE of mass production. lol. Most likely another pump before earnings report. Their last positive one in a long time. Also, the stock is being pumped to convince shareholders to vote to approve Leon’s potential 1 trillion dollar company package.

Well, assuming that their scrap rate for Optimus is comparable to what they see in their automotive production “enough parts for 180,000 units” would result in a couple hundred saleable builds.

Not sure…they did re engineer the hands recently, this makes a lot of sense as to why

If the rumors are true and his Willy is already mangled, he might have very low standards for a handy.

Wouldn’t the smart move be to try to create Optimus Prime from the Cybertrucks?

Maybe, though 2% above market is still a bit of pump. And I suspect it‘s not only TSLA fan cult but a good amount of quant algos that use the momentum from rumors / X posts to amplify the moves.

Since when was it smart to have a massive stockpile of anything? Companies worldwide did everything they could to run LEAN the past 30 years because it was wildly inefficient and frequently you ended up with outdated stocks past a purpose. What if in 3 years many of these parts are in need of revisions? All Im reading into this is a questionable strategy of a foregone time.

Cybertruck: Bipedal Edition

I haven't been able to find much about this, didn't they just halt mass production a week ago because of design issues?  It wouldn't make sense even for Tesla to order a ton of parts for what is still a prototype.

Its all for the optics to pump the stock price and have nothing to do with real production

180k spandex suits?

It’s all BS. No company would simply order 180k of any component unless they had already ramped up significant production. Maybe they purchased a tool with the capability of 180k units per year. Regardless, they will never have significant sales of Optimus.

Now, they just need mass sales. Cybertruck-level mass sales.

Sorry, did I miss something? What is the product and what is the market here?

Each robot takes 60k parts so this is three robots.

They will never sell a single one of those. Their Head of Robotics just left just like most other VPs. Upper management doesn’t just leave like that. The company must be in absolute shambles.

Boston Dynamics seems more interested in creepy robot police dogs.

I am too young to remember Enron

The robots will buy the Cybertrucks. Perfect business models.

Fake news. https://thebambooworks.com/brief-sanhua-denies-massive-tesla-order-rumors-after-stock-surges/

We'll probably hear on Monday that it went up so much on Friday because Leon bought another billion dollars of his own stock.

That’s too bad. There was a lot of popcorn to be had. One of the few times the guys at the top faced real consequences.

The best part is no part, so …

This is something I could unironically see him doing

We can't underestimate the number of people yearning for a remote Indian tech to give them a fully AI handjob

Elmo will probably have moved the grift on to another level, like colonizing a volcano...

So, every bot has $3800 just in linear actuators? That $19k price point is a dream.

Optimus is incredibly far behind Figure and BD.... waste of parts on an obsolete design for a teleoperation rig.

You go first, fElon.

lol this is such a joke.

An order isn't a delivery. It's not uncommon for such a big order to stipulate a delivery schedule. That said, we're in an era of blatant corporate lies at an international level, where companies like Apple "promise" trillion dollar investments in domestic expansion and swear they're bringing production back home. Trump has normalized dishonesty, and the lack of a functional SEC means you can believe basically nothing in these reports.

Tesla’s moves are often amplified compared to the broader market averages.

I think you mean 180 k paperweights since that's all they're good for right now.

AI Megatron, although in the movie, it did not turn out well

Exactly what I was thinking. It could be: - pump rumor totally made up - totally misguided supply chain behavior, actually ordering parts while the orders for Optimus aren‘t there - framework contract with option to purchase, but no firm order; used as headline to pump (most likely in my view)

At this point, it's nearly impossible to tell what Tesla's revenues and expenses are. Through creative bookkeeping, buying and selling services between Musk's other companies (many of which are still private), he's using shell games to manipulate the market in his favor.

Please let an Optimus give Musk a handjob. It can't even help but wave awkwardly. Guaranteed it'll rip off his baby dick.

Tesla stock pump and dump by elmo.

We were talking about 180,000 lips that were supposedly perfected. Apparently these are the components that will sell out quickest but are needed most urgently. So it smells more like 90,000 Optimus.

I know people who have been pulled off from working Model 3/Model Y to working on robots. Car sales are plummeting and instead of trying to fix that business, Elon’s moving on to the next meme-project.

Those fuckers killed themselves rather than letting the rich stand for their day in court. Maybe Elon will try to make it through the entire case.

I like the user name 🫡

I keep getting ridiculous Tesla ads on here for Tesla shareholders urging them to support fElon’s whims, and most of them feature Optimus, so it seems that is where they are going (today) and no one there has the ability to deal with the tycoon’s Special K-enhanced attention span…

Meanwhile the Figure robot has been working shifts on an actual assembly line at BMW in South Carolina.

Though it was always uncertain at the time if Lay “jumped or was pushed” to prevent him from incriminating more wealthy and powerful enablers. Enron couldn’t have gotten as big as they did without lots of people looking the other way for years…kind of like Musk and Trump and Epstein in that regard, tbh

Is there a Musk cousin who owns a spandex factory? Inquiring minds must know!

They can be the safety monitor in the CyberTaxis!

Saw a Toyota and Boston Dynamics robot that was sorting parts. It could open bins and remove parts and place them in specific areas. They had someone try to close the boxes or put parts on the floor to show the robot reacting to it appropriately.

37b market cap added on a rumour.. the madness of this stock. Specially when its a rumour about a half baked bot nobody has seen doing anything useful yet

They need the robots to bury the unsold Cybertrucks

Yeah I‘m getting those silly shareholder vote ads, too. TSLA‘s best selling product is its stock.

Tesla is doing the same strategy... release something and make promises of software update coming to enhance feature ...

Facts. This would be the only way I could ever see TSLA being worthy of a $1T market cap. If Tesla cornered the “robot/remote” handjob market, it would make Cathy Wood’s price targets seem quaint.

This is just so obviously false. Produce what, exactly? Where's the first finalised product that's ready for sale? There is a less than 0.01% chance they sell 1000 of these things by the end of next year\* (\* unless of course its to SpaceX or another one of Musk's round trip merry-go-rounds)

I'm inundated with Reddit ads to vote for it (don't recall ever seeing an ad for their actual cars). Seeing that they were posting fanfic infographics complete with Tesla branding on the investor sub a couple days ago, I have no doubt the cult will still vote for it to really double down on the pig slaughter. They pasted a poorly formatted Excel table w/ idiotic footnotes showing the population of each city (and their metro as though a dozen cars in Austin = 989k people using Robotaxis) , when it got Tesla insurance, and ads for fleet support as some proof that Robotaxi is somehow going to fix the fact they haven't come close to solving self driving.

Althoufh I believe humanoid robots are a waste of resource (form over function), Figure already have robots working in BMW factories.

He will have his boring coming making a tunnel from Alaska to Russia

Should be enough for the next five years.

She’s mashing it

The whole idea of a humanoid robot is stupid as hell, the human form is highly inefficient for most jobs, there’s a whole industry dedicated for compensating for these weaknesses.Its called “ergonomics” . The future of robots is highly specialized designs for a particular job.Its far more efficient then building a robot with the same form limitations as a current human.Just stupid…

It’s the only way he can feel anything.

There is almost no scenario where that many parts are ordered for something which is in "alpha" if even that. So unless you somehow think Tesla was lying when they said they wouldn't make their own goal.....of even a few 100 or 1,000 operating at their factory only...by the end of 2025, this is total BS. I give it the 99.9% chance of total BS. Also, present day manufacturing is mostly Just in Time. Why would a company order parts for something which might be improved (the parts) or come down in price.....and why would they tie up money in inventory when any supplier is accustomed to delivering right on time....

Even better reason to make crazy claims. You see, if you make crazy claims about things that exist and are working...they can be easily disproven. If you make said claims about thin air...it's harder.

TSLA on a monthly opex day always does whatever it wants. It’s not the phony optimus thing.

Totally agreed, it seems it‘s also debunked meanwhile (I edited it). However, in other TSLA subs with the fan cult narratives, this seems to get celebrated - mainly since any TSLA critics are banned (me included).

Yeah you are right. But often when it pumps for no reason there are some X posts later on reddit, probably there are discords that fuel the pumps a bit earlier among the cult circles.

Elmo’s medicine habits… all the stars and their egos can’t withstand the decline in popularity and fading beauty. Usually just some kind of pneumonia or drowning but it’s always the medicines

> real consequences Skilling got 12 years and is out since 2019. Had to pay 42 million in restitutions. Fastow, got away with 6 years and 20 million. He’s now a public speaker on business ethics. Ken Lay had a heart attack. Most of them still walked away with quite a bit of money. Unlike thousands of employees.

Try reading „The smartest guys in the room“ or watch a few documentaries on YouTube. The parallels are uncanny.

Are Tesla fans really so gullible? Humanoid robots are a dead end. They look futuristic but humans have built many machines to do their work and they don't look like humans. The machine that replaced humans digging holes with shovels doesn't look like a human with a shovel. The machine that welds together cars doesn't look like a human with a welder. The machine cleaning our floors doesn't look like a human with a broom. Humans have always managed to come up with a better design. Optimus is just another empty vaporware promise to keep the hype going

More people should have had to stand in front of a judge.

The product is the Tesla stock and the market is gullible Elon fans.

Indeed, check out how the cult responds to the fake rumor: https://www.reddit.com/r/teslainvestorsclub/s/rI2kKtbVss

It’s Mega Maid, sir!

But tsla $10T

They won't. There are much simpler, non-humanoid production line machines that are wildly more efficient.

Lmao EDS all of u

Figure AI's humanoid robots have been building BMWs for a few weeks now.

Damn, they're really that gullible

Humanoid robots are not needed in car plants or anywhere else. They are nothing but a stock pumping novelty item.

These videos are all staged no matter who produces them.

>Figure already have robots working in BMW factories. What actually happened is Figure paid BMW to let them put some of their robots in BMW factories in order to create photo opportunities to impress the gullible.

Exactly. This is all utter nonsense.

No they haven't.

What happened to Tesla building its own actuators as Elon claimed it was

>Humanoid robots are a dead end. Even if they worked, and none of them really do, the battery life makes them a non starter.

They probably build some of them, but no company can build all of their parts. It's unreasonable to expect.

Tesla always does this with regard to the fake Optimus grift. They pretend it's about hardware not the titanic, pretty much insurmountable software issues.

Or it was just a lie. Just like this story of ordering 10s of thousands of them is a lie.

Optimus has been around for years and still can't do anything.

why build any other than a few test ones until they can actually do something not under remote control

Because Figure paid BMW to put them there.

You'll find no bigger Tesla/Elon hater than me, so know that it hurts me physically to say anything positive about either. But, the Tesla motor is a critical part of the cars, and, as far as I know, that motor is entirely designed and manufactured by Tesla employees at Tesla factories. I believe the same is true with Boston Dynamics and the motors they use for the shoulders/hips on their dog. Some parts that are central to the device are going to be homespun. Other stuff is going to be commercial-off-the-shelf. I can't imagine Tesla getting into the business of stepper motors when there are already companies at scale making tens of millions annually. But, yeah, I do expect that some elements of Optimus, should it ever actually exist, will use in-house parts.

Probably to inflate the stock price even more. A mere 1% increase in TSLA stock is a cool $14B - easily pay for many thousands of robots. Hype pumps the stock by $140B -> funds the hype machine at $14B It’s an infinite money glitch.

They already have electric beat-off machines.

Is the Figure robot is working autonomously in a manufacturing process that was previously performed by a human?

I highly doubt it unless the human was 90 years old with vision and coordination problems

> These videos are all staged no matter who produces them. All demonstration videos are staged as a matter of course, it's part and parcel of what they are, but demonstration doesn't necessarily mean faked. If you think that Tesla's demonstrations are of the same scope or show the same value that Boston Dynamics' videos do, you're just drinking the Kool-aid.

> Althoufh I believe humanoid robots are a waste of resource (form over function) Clearly, for almost all tasks. >Figure already have robots working in BMW factories. The existence, or usage, of something, doesn't define worth. By the same token, you might as well talk about how great the idea of solar roadways are, and that's a boondoggle of epic proportions. (yes, on the surface solar roadways seem neat, but the manufacturing will never be cost comparable to 'old' materials and never provide enough power to make it worthwhile).

> Not sure how they are scaling for mass production, since Leon just stated they WON’T be hitting a their mark for thousands of Optimus “Robots”, by the end of the year. If the 'rumor' is even true, then I imagine what they've done is placed a long term order to (at least partially) lock in prices for the future, maybe with some exclusivity verbiage for the supplier.

I don't see what is the point to repeat my statement but in longer sentences and more paragraphs. But as long as you are happy...

Still they were the faster than Tesla and with a much lower market cap and lower perception of value.

>Maybe they purchased a tool I wasn’t aware Leon was for sale.

They're both scams. All the American humanoid robot companies are scams.

I agree

Each Optimus robot will require an Indian worker in Bangalore, remote controlling the unit! How will that ever scale up?!?!😂🤣🤷‍♂️

Easy: Optimus will take the role of safety driver in the robotaxis, optimus will have the indian remote controller. Boom, two birds with one stone! TSLA pumps to 600$ and eoy to 2600$. Zacks upgrades PT to 7300$.

Now that I'd pay to see.

OOTL?

Word is that he had a botched penile enlargement surgery.

Oh dear, why did he do that I wonder?