Gene Munster
2025.10.22 22:42

A little more on the timing of the Optimus ramp:

Elon says the production version should be complete by February or March next year.

They’ll hopefully start the production ramp at the end of next year.

It’ll take time to reach a million units since it’ll move at the pace of the bottleneck.

My take: Investors are factoring little of Optimus into the valuation, it’s optionality. The updated timing outlined today doesn’t change that in the near term.

$Tesla(TSLA.US)

Source: Gene Munster

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