Meet Kevin 对 $TSLA 的判断变化

Well, information is flowing in abundance about Tesla's "Optimus" robot , and I am personally very excited. I am very excited about what is happening at Tesla regarding the Optimus robot , which is somewhat strange as our excitement is increasingly building up.

This is already reflected in Tesla's valuation, which we will discuss shortly, Now the Optimus robot has begun to ramp up production in a way we previously thought would take years.

You have the semi-truck in the Nevada facility increasing its production rate. We also have a "Cyber Truck" that is increasing its production.

We need to talk about the Tesla Semi truck because Top Gear has given a great analysis of it, and we'll review some of the information in it to see what that might mean for Tesla's stock.

Just to remind you, the Tesla Semi truck was unveiled in late 2017. That was around the same time I got my black Model X. I loved it. My father still drives that black car of mine; it's fantastic.

But the truck was supposed to be released within a year and a half, sometime in 2019. What we really saw was one delay after another, due to supply chains, the efficiency of these vehicles, and the Covid pandemic.

So, a trial fleet was not actually delivered until 2022. That was in December 2022. That is, we are talking about 4 years ago when we got our first trial fleets. Those fleets were mostly destined for PepsiCo in Florida.

They just opened the high-density production line for these trucks on April 29, 2026. So, from concept stage to mass production line, it took 9 years.