Scoble: Tesla's new Texas plant targets 10M Optimus robots a year, market hasn't priced it in
Scobleizer · x · 2026-10-27
Robert Scoble lays out his bullish case for Tesla's robotics push: Tesla shut down the beloved Model X and Model S lines in Fremont and is building a huge Texas factory targeting 10 million units a year, on top of 1 million in Fremont.
Citing interviews with people who worked on Optimus, world models, and robotic hands, he argues Tesla has the best world model and the best robot on the road, and would put down $1,000 even if delivery were two years out. Responding to questions about $TSLA valuation, he contends the market hasn't done the homework on data collection, hand-building, or the factory buildout — and hasn't priced any of it in.
Related event: Scoble Bullish on Tesla Optimus, Sees It as 80% of Business Within a Decade(3 posts)→
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