Wall Street Sees Tesla as Robotics Platform, Not Carmaker

Wall Street will soon treat Tesla as a robotics platform, not an EV maker, with Optimus poised to become its largest future business. Humanoid robots could address a projected $5 trillion market by 2050, dwarfing the $3.3 trillion global auto market. Tesla's edge combines real-world AI data from millions of vehicles with proprietary hardware and factory-scale manufacturing.