X @Herbert Ong
Most AI money is still going into models and data centers, but @JOBhakdi thinks physical AI could be the next big story!Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years.At some point, the market will want to see real revenue. That’s when things could get interesting.$TSLA ...