RT DogeDesigner (@cb_doge)Elon Musk on Optimus:"The robots are just walking around the office, 24/7 with no one minding them & then they go charge themselves. It's going to be the biggest product of all time, bigger than cell phones, bigger than anything. There could be 10s of billions of robots." https://t.co/BnrvJLBqIk ...

Core Points - Tesla shareholders approved Elon Musk's compensation package, potentially worth up to $1 trillion if aggressive targets are met over the next decade, with over 75% support [1][2] - The compensation is entirely equity-based and contingent on performance conditions, with a net value of approximately $878 billion after accounting adjustments [1] - Major investors and proxy advisers expressed opposition due to concerns over size, dilution, and governance, yet the deal was still approved [2] Compensation Structure - Musk will earn stock in tranches as Tesla meets operational and valuation milestones, with each milestone pair awarding 1% of Tesla stock, up to a total of 12% [3] - The plan requires Musk to remain in a top leadership role for eligibility [3] Milestones and Goals - Tesla must deliver 20 million vehicles cumulatively within the 10-year grant period [7] - Achieve 10 million active paid Full Self-Driving (FSD) subscriptions by the end of the grant period [7] - Produce and deliver 1 million Optimus humanoid robots during the grant period [7] - Deploy 1 million robotaxis in commercial operation during the grant period [7] - Increase market capitalization from $2 trillion to $8.5 trillion in 12 stepwise tranches, with vesting contingent on meeting both market-cap and operational milestones [7] - Generate adjusted EBITDA/earnings of approximately $400 billion in one year [7] Additional Shareholder Actions - Shareholders also approved moving to annual board elections and a proposal for investment in Musk's AI startup xAI [5] - The endorsement reflects investor confidence in Tesla's strategic shift towards autonomy and robotics [5]

Core Viewpoint - Tesla is considering building a large semiconductor fabrication plant to meet its growing demand for chips driven by its ambitions in artificial intelligence and robotics [1][2]. Group 1: Semiconductor Fabrication Plant - Tesla's CEO indicated the necessity of a "gigantic" chip fabrication facility, referred to as a "Tesla terra fab," to achieve the required chip production volume [1][2]. - The initial capacity of the proposed fab could reach 100,000 wafer starts per month, with potential scaling up to 1 million wafer starts per month [3]. Group 2: Current Supply Chain and Demand - Currently, Tesla relies on contract manufacturers like Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics for chip production, but the supply is insufficient even under the best-case scenarios [2][3]. - The semiconductor industry is experiencing a surge in demand due to the AI boom, impacting all modern technologies, including automotive and robotics [2][4]. Group 3: Industry Context - TSMC's annual wafer production capacity is projected to reach 17 million in 2024, translating to approximately 1.42 million wafer starts per month, highlighting the scale of production needed by Tesla [3][4]. - Musk emphasized that advancements in AI and robotics could significantly enhance the global economy, potentially increasing it by factors of 10 or even 100, indicating the strategic importance of these technologies for Tesla's future [4].

Group 1 - Tesla, Inc. is highlighted as a significant stock in the context of autonomous driving and robotics, with a recent increase in stock price indicating strong market interest [1][2] - Jim Cramer emphasizes that Tesla operates at the intersection of high-growth technology and speculative markets, making it a unique investment opportunity [2] - The company is recognized not only as an electric vehicle manufacturer but also as a player in cutting-edge technologies like robotics and self-driving [2] Group 2 - Cramer notes that Tesla's stock has shown resilience, recovering from a low of $250, and suggests that its value could increase further if shareholder support remains strong [1] - The discussion around Tesla also includes comparisons to other AI stocks, suggesting that while Tesla has potential, some AI stocks may offer better upside with less risk [2]

For those looking for the missing piece of the puzzle, I talk about several projects in these DeAI roundupsOne of which fits this scope in the last roundup below. Can you guess which one?s4mmy (@S4mmyEth):The broader crypto market may be down, but attention is consolidating into "Agentic Commerce" + RoboticsAs public market reprice upwards [NVIDIA is the first co' to hit a $5T market cap!] it means private valuation benchmarks also re-rate upHere's a rundown since last week: https://t.co/sh27EPT2Ng ...

Summary of Apple, Inc. Robotics Insights Industry and Company Overview - **Company**: Apple, Inc. - **Industry**: Robotics and AI - **Context**: The report discusses Apple's potential in the robotics sector, particularly in embodied AI, as a new growth driver amidst a maturing smartphone market. Core Insights and Arguments 1. **Market Opportunity**: The global robotics market is projected to reach $5 trillion by 2050, potentially surpassing the $30 trillion global labor market, with Apple positioned to capture a significant share through its existing ecosystem and expertise in robotics [7][92]. 2. **Revenue Projections**: Apple Robotics could represent a $130 billion revenue opportunity by 2040, equating to 30% of Apple's current revenue base, and could account for 10% to 25% of Apple's share price [7][9][10]. 3. **Strategic Positioning**: Apple’s vertical integration, vast installed base of over 2.3 billion devices, and expertise in high-tech manufacturing provide a competitive edge in the robotics market [8][10]. 4. **Product Development Timeline**: The first Apple Robot is expected to launch as early as 2027, with a focus on home robotics and potential commercial applications [7][11][90]. 5. **Investment in R&D**: Apple has significantly increased its hiring of AI and robotics engineers, indicating a shift from research to active product development [12][77][80]. Key Developments and Innovations 1. **Robotics Division Shift**: Apple has moved its robotics division under the hardware team, signaling a transition from experimental R&D to product execution [60]. 2. **Patents and Innovations**: Apple is actively filing patents related to robotics, including advanced sensors and home robotic arms, indicating a commitment to developing new consumer hardware [75][76]. 3. **Collaborations**: Reports suggest partnerships with companies like BYD to enhance robotics capabilities, including assembly and testing [85]. Market Dynamics and Competitive Landscape 1. **Competitive Advantage**: Despite competition from global tech firms and startups, Apple’s brand strength, device ecosystem, and data collection capabilities position it uniquely in the robotics market [10][91]. 2. **Consumer Electronics Overlap**: The integration of robotics with existing consumer electronics is seen as a logical step for Apple, leveraging its manufacturing expertise and consumer insights [90]. Risks and Considerations 1. **Investor Perception**: There is a disconnect between Apple's robotics potential and investor awareness, as the company has not publicly prioritized robotics in its communications [91]. 2. **Market Readiness**: The robotics market is still in its early stages, and Apple’s success will depend on its ability to effectively communicate its strategy and capitalize on emerging opportunities [91]. Conclusion - Apple is strategically positioning itself to become a leader in the robotics market, leveraging its existing strengths and investments in R&D. The potential for significant revenue growth in robotics presents a compelling opportunity for the company as it seeks to diversify beyond its traditional product lines.

Every human on Earth is gonna want to have their own personal R2-D2 C3PO. But but actually Optimus will be even better than that. R2-D2.It's kind of would beep at you and it's kind of hard to figure out what he's talking about. You know, you need C3PO to translate. But Optimus is going to be everyone's going to want one.I I I think there could be tens of billions of Optimus robots out there. The scale of of of Optimus, like I said, that's really going to be something else. I think it's going to be the bigge ...

cali got these weird ass delivery robots running around w/ these & the new neo robot thing its like the first prelude to iRobot https://t.co/wn0OFDVxbL ...

Let's good war on Musk's potentially massive payday with fast money friend Gene Munster. He's a managing partner at Deep Water Asset Management. Um I I don't know if you thought this was a sure thing, Gan, but I mean to have some notable investors like the Norwegian Sovereign Wealth Fund vote against uh you know turn this sort of into a nailbiter.What does this mean. What sort of path is now cleared for for Tesla now knowing that Elon Musk will in fact stay. Well, like you said, it was not a foregone conclu ...

Core Insights - Elon Musk's continued leadership at Tesla has garnered significant support from investors, with 75% backing his pay package, indicating strong institutional commitment to his vision for the company [2][4][6] - The focus on AI and robotics, particularly the development of Optimus, is central to Tesla's future strategy, despite ongoing fundamental disappointments [5][9] - Achieving ambitious targets, such as producing a million robots, is crucial for Musk to realize the full potential of his compensation package, which is tied to a market cap of $8.5 trillion [9][10] Investor Sentiment - The overwhelming support for Musk suggests that investor confidence is high, making it difficult for Tesla's stock to decline significantly [6] - Institutional investors are aligning with Musk's long-term vision, which is reflected in their backing of his compensation structure [4][5] Financial Targets - Musk's pay package includes ambitious goals, such as reaching a production rate of 10 million units, which could translate to a $300 billion business if achieved [10] - The current expectations for Tesla's revenue are over $100 billion for the next year, highlighting the scale of growth needed to meet future targets [10] Potential Partnerships - There is speculation about a possible relationship between Tesla and Intel, although the technological gap raises questions about the viability of such a partnership [11][12][13] - Musk's focus on securing advanced GPUs suggests that Tesla may prioritize partnerships that enhance its technological capabilities over traditional collaborations [13]