Scoble says Tesla’s real stock catalyst is Optimus, not cars
Scobleizer · x · 2026-07-25
Robert Scoble argues that Tesla’s biggest stock-hype lever is Optimus, not the usual product cycle.
- He says most people can name Optimus, but not other robots, making it Tesla’s most recognizable robotics brand.
- In his view, Tesla’s investment case is now overwhelmingly tied to Optimus, and he expects it to arrive bundled with Robotaxi.
- He also praises FSD 14 Lite running on an eight-year-old Model 3, calling it surprisingly strong for a distilled model on old hardware.
- After a long drive, he says the system is better than a human driver on 99.999% of turns and raises the larger question of why autonomous cars still aren’t being talked about more.
Related event: Scoble Says Optimus, Not Cars, Is Tesla’s Catalyst(2 posts)→
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