Investor Calls for Reality Check on Tesla’s Robotaxi and Optimus Ambitions

Tesla's stock remains a focal point for investors torn between Elon Musk's visionary promises and market realities. While the company's ambitions in autonomous driving and humanoid robotics generate excitement, skepticism persists. Morgan Stanley projects a $5 trillion humanoid robot market by 2050, with Musk claiming Tesla could capture 90% of the $45 billion robotaxi market by 2030.

Investor Shubhm Mitessh Thakkar urges caution, citing technical and regulatory hurdles for Tesla's Full Self-Driving technology. 'FSD performance lags behind competitors like Waymo,' Thakkar notes, adding that the Optimus humanoid robot opportunity appears 'massively overhyped.' The June 22 robotaxi launch serves as a critical test for Tesla's ability to translate vision into revenue.