Core Viewpoint - The recent video of an Optimus Robot at a Tesla event has raised concerns about the robot's scalability and has negatively impacted Tesla's stock price [1][2]. Group 1: Concerns About Optimus Robot - Gary Black, managing director of The Future Fund LLC, expressed that if the Optimus Robot is tele-operated rather than AI-driven, it would not be scalable, requiring one tele-operator for each robot [2]. - The video showcased an Optimus robot mimicking actions but ultimately falling, which has led to increased scrutiny regarding its operational capabilities [4]. - Elon Musk previously claimed that the Optimus robot was AI-driven, contradicting the tele-operation concerns raised by Black [5]. Group 2: Market Reactions - Tesla's stock was downgraded to Equal-weight by Morgan Stanley analyst Andrew Percoco, indicating a shift in sentiment from previous bullish views [6]. - Cathie Wood's ARK Invest sold over 2,100 shares of Tesla, valued at approximately $923,118, although Tesla remains the top holding in the ARK Innovation ETF with a 12.19% weight [7]. - Tesla's stock price dropped by 3.39% to $439.58 at market close, with a slight decline of 0.02% in after-hours trading [8].