Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike Tesla, it’s already an established robotics player with a clear first-mover advantage.
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In 1983, Dallas Cowboys running back Tony Dorsett made NFL history with a 99-yard touchdown – the maximum possible rushing distance in football.
It’s an athletic feat that has only been tied by the Tennessee Titans’ Derrick Henry in 2018.
But both players would need to travel three to four times farther than their 99-yard runs to cover the length of the new Tesla Corp. (TSLA) Optimus factory.
Elon Musk previously said Optimus will be central to Tesla’s future as it expands from cars to AI and robotics.
How to evaluate robotics startups: a VC’s guide to the next AI frontier.
Tesla is behind on its goal to produce at least 5,000 Optimus humanoid robots by the end of 2025.
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