Tesla has been dropping sharply recently, and SpaceX is about to go public. Had an interesting chat with a friend about this: Tesla is the only company in the world that truly has the capability to mass-produce humanoid robots. All the other humanoid robot companies are just 'toy-level.' For Physical AI to truly take off, it needs a physical carrier. That carrier is most likely going to be Musk's Optimus. Just like Musk himself said: everything we’ve developed for vehicles—batteries, motors, gearboxes, AI inference computers, etc.—can actually be applied to humanoid robots. You can always trust Musk.