Hey friend,

Two weeks ago, I was scouted by a robotics startup for a software engineering role.

I like startups and robotics, so I dug into the company.

I learned this company had recently raised over $120 million. That got my attention.

I kept digging.

Weeks later, I found myself neck deep in a robotics rabbit hole.

I’d researched everything. AI factories, humanoid robots, and all the companies close to commercializing them.

I realized that while the world is obsessed with ChatGPT for giving AI a brain, robotics will give that brain a body, and almost no one seems to care.

Big mistake…

It’s hard to beat the value that a chatbot brings you.

ChatGPT is good for research.
Claude is a great writing tool.
Gemini is top-notch when you’re working with data.

But all three are stuck inside a screen.

And still, they’ve changed how millions of people work.

You use it to write your emails. Your kids use it to study (or cheat). Content creators use it to generate images, videos, and so much more.

So what happens when AI gets a body?

Most business activity happens in the physical world, not on a computer.

Packages need to be delivered. Products have to be manufactured. Shelves must be stocked. Houses get built. Patients need care. The list is endless.

And robots are already doing some of that work.

A robot named Flippy flips fast-food burgers in White Castle and Jack in the Box.

Amazon has more than 750,000 robots in fulfillment centers.

And the company that approached me has an AI robot that warps metals into specific designs for aerospace, military clients, and auto companies.

Robots are already here.

The difference is that most of them were made to do one specific task, like vacuum your floors twice a day while you’re working and sleeping (I really want one, btw).

But tomorrow’s robots aren’t being built the same way. They’re using advanced AI and will do almost any job.

Which is why I started looking at Tesla a little differently…

Tesla's humanoid robot, Optimus, is already being tested inside their factories.

It’s sorting their battery cells, moving car parts, and learning skills just by watching employees work around the factory.

It’s designed to be a general-purpose worker. And Elon plans to use over 5.2 million square feet of his megafactory to mass-produce them.

My friends know that I’ve been hard on Tesla over the years.

The financials rarely justify its stock price.

Even today, their financials say their stock would probably be worth $75-$125 per share, not $400.

But for the first time, I understand that Tesla investors aren’t hyped about a car company. They’re excited about Tesla’s potential to become:

Admittedly, I still think the stock price is overvalued, but I’ll pay closer attention from now on.

If Tesla can mass-produce Optimus, they could be the first to make humanoid labor available to everyone.