Inside Tesla’s AI SUPERCYCLE: Optimus, FSD & the Musk MERGE!??
Автор: Voltage Decoded
Загружено: 2026-02-01
Просмотров: 1
Описание:
Tesla is quietly pivoting from cars to an AI supercycle — Optimus humanoid robots, Full Self-Driving (FSD) scale-up, massive 2026 capex, and possible SpaceX/xAI mergers could reshape Elon Musk’s empire. In this episode of Voltage Decoded we unpack Tesla ending Model S/X production for Optimus capacity, the $20B+ investment push, robotaxi expansion to major U.S. cities, 1.1M FSD subscribers, and the strategic implications of vertical AI+hardware integration. Ideal for EV investors and tech watchers wanting the big-picture thesis on autonomy, robotics, and market opportunity. If this breakdown helped, please like and share the video.
#tesla #Optimus #AI #FSD #SpaceX #robotics
OUTLINE:
00:00:00 Opening Hook
00:00:56 Key Developments
00:03:45 Analysis and Context
00:06:38 Future Lens
00:07:46 Closing
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