$TSLA is a hedge against the so-called AI bubble
While I don’t think we’re in a true bubble, there’s no shortage of hand-wringing.
AI is real, but it feels overhyped when you hear people like Sam Altman describe OpenAI’s “grand vision” (not a fan).
Tesla’s AI, by contrast, is embodied AI— real-world intelligence applied to physical products.
• Robotaxi is fundamentally about cheaper, more abundant transportation.
• Optimus is fundamentally about cheaper, more abundant labor.
No buzzwords, just solid economic disruption.
Yes, many AI products aim to boost productivity, and they do. But embodied AI is tangible. It lives in the physical world. It feels real. Because it is real.
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- Merle Ted·2025-11-10$460 tomorrow. $500 by Friday .LikeReport
- Enid Bertha·2025-11-10TESLA about ready to become much more aggressive.,LikeReport
- MichaelPerez·2025-11-09I appreciate your perspectiveLikeReport
