Scoble says Musk DM'd him: Tesla will be 80% Optimus, 15% Robotaxi within a decade
Scobleizer · x · 2026-10-27
Robert Scoble claims Elon Musk DM'd him that within a decade Tesla's business will be 80% Optimus, 15% Robotaxi, and 5% everything else. He also says riding a Cybercab in Austin convinced him Tesla will dominate robotaxis within about four years — better experience, cheaper to operate.
Reacting to two institutional investors making opposite calls on $TSLA in their 13F filings, Scoble sides with the one opening a position, saying his robotics industry research suggests what's coming from Tesla "will stun a lot of people." His analogy: buying Nokia the day the iPhone launched — relevance matters more than yesterday's market share.
Related event: Scoble Bullish on Tesla Optimus, Sees It as 80% of Business Within a Decade(3 posts)→
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