The Brain — Humanoid Platforms & AI Models · The Embodied Stack — Robotics
TSLA
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Optimus humanoid + FSD/robotaxi — the only mega-cap humanoid pure-ish play
What they do
You know what they do. The thesis here is Optimus, not cars . Musk has repeatedly said Optimus could be a $10T+ business — even if it's 1/10th of that, it dwarfs the auto business. First commercial-ish units targeting late 2026/2027. The bet is that Tesla's vertical integration (motors, batteries, AI inference) gives it a cost advantage at scale that Figure/Boston Dynamics can't match.