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Shahin Farshchi argues the robotics hype is justified, but remains skeptical of humanoid form factors like Tesla Optimus. Instead, the general partner prioritizes the integration of cheap, commoditized hardware with advanced AI software.
Elon Musk projected SpaceX revenues could reach 3.5 trillion dollars by 2030, dwarfing Amazon's current record revenue of 828 billion dollars. Alex Wiesner Gross argues this target requires merging Tesla and SpaceX to capture Optimus robot revenues.
Jason Calakanis claims a recent private demo of Tesla Optimus revealed hardware and software capabilities generations ahead of Chinese competitors. Calakanis predicts Tesla will produce 1 billion Optimus units by 2036.
Jason predicts significant job displacement in customer support, data entry, and driving within 10 years, citing advances in AI and robotics like Figure and Optimus, especially for package sorting and last-mile delivery.
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