Ives: Optimus will be a game changer for Tesla by 2026

Talk to me about your thesis. So, as we see a rare earth crackdown uh um where China's trying to limit the exports of rare earth to the US, you say Tesla's the best position to deal with that because they do about 40% of of their deliveries in China. >> Yeah.I mean, look, I this it speaks to why they made such a big bet on China, you know, with Gigafactory in Shanghai. This is going to really I think insulate them. You know, when you look at the raw materials, look that right now.I mean that's the biggest w ...