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Elon Musk Just Told Investors to Be (Really) Patient With Optimus and Robotaxi
Key takeaways
- Tesla commits over $25 billion in 2026 Cap Ex to robotics and autonomy as operating expenses rose 37% on AI R&D.
- Prediction markets give Optimus a 15% chance of consumer release by year-end 2026 and Robotaxi just 3% odds of a California launch by June.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn t make the cut.
Elon Musk Just Told Investors to Be (Really) Patient With Optimus and Robotaxi Joel South Sat, June 20, 2026 at 8:00 PM GMT+7 3 min read TSLA NVDA Quick Read TSLA beat Q1 EPS estimates with $22.4 billion in revenue, even as Musk warned Optimus and Robotaxi ramps will start very slow.
Tesla commits over $25 billion in 2026 Cap Ex to robotics and autonomy as operating expenses rose 37% on AI R&D.
Prediction markets give Optimus a 15% chance of consumer release by year-end 2026 and Robotaxi just 3% odds of a California launch by June.
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