"Think different" Steve jobs "Build different" Optimus
Joined July 2014
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Tesla has started building Optimus on high-volume lines at Fremont, in the space where the Model S and X were assembled. A few hundred a week now, a thousand targeted by year end.
The bodies were never the hard part though. Tesla's own framing gives it away: early units are going to the Optimus Academy for training data collection & the robots reportedly still struggle with anything outside what they have been shown. You can mass-produce a machine. You cannot mass-produce the thing that makes it useful, because the policy has to be learned and the learning material doesn't exist yet.
This is the asymmetry between language models & robots & it's larger than people expect. A frontier language model trains on something on the order of ten trillion tokens, essentially all of it written before anyone decided to train on it. The corpus was free, pre-existing, already digitised.
There is no equivalent for physical manipulation. The largest open dataset of its kind, Open X-Embodiment, pooled 60 separate datasets from more than 20 labs to assemble roughly one million robot trajectories across 22 robot types & 527 skills. Every one of those had to actually happen: a real arm moving a real object through real space, at the speed things move. 🦾
That's the constraint. You can double a factory's output by adding a shift. You cannot add a shift to reality.
Manipulation data gets manufactured at 1x, in the physical world & no amount of production capacity changes that rate.
Which is why the production curve and the capability curve are different curves & why the interesting number isn't how many robots Tesla builds this year. It's how many hours of demonstration they capture & whether 20,000 bodies collecting at once is how you finally build the corpus that doesn't exist.
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Okay this is genuinely insane.
SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.
It's called AI1, and the reason behind it breaks your brain.
AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.
They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.
So Musk's answer is: stop building them on Earth.
In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.
And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."
One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.
AI1 is just the first one. The plan is a constellation of up to a million of them.
And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.
The race for AI compute just left the planet. Literally.
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— Milton Friedman
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20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional demand zone.
2. $MU $725
Buy: $500–$550 Strong support and AI memory demand acceleration zone.
3. $GOOG $392
Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support.
4. $AAPL $300
Buy: $260–270 Major support with massive cash flow and buyback strength.
5. $IONQ 51
Buy: $25–38 Prior breakout zone with aggressive future growth potential.
6. $POET $16
Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption.
7. $DGXX $7
Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside.
8. $MRAM $52
Buy: $14–15 Long-term semiconductor accumulation and breakout retest area.
9. $CIFR $20
Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential.
10. $MSFT $42
Buy: $360–370 Major institutional support and AI cloud dominance zone.
11. $META $610
Buy: $530–540 Historical support and heavy AI monetization opportunity area.
12. $AMD $420
Buy: $340–350 Major support before next AI data center expansion cycle.
13. $INTC $107
Buy: $65–70 Multi-year support with asymmetric turnaround potential.
14. $ORCL $192
Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand.
15. $QCOM $200
Buy: $150–160 Strong support with long-term edge AI opportunity.
16. $NOW $95
Buy: $80–85 Institutional demand zone and enterprise AI transformation support.
17. $ADBE $247
Buy: $224–235 Long-term support with massive AI productivity monetization potential.
18. $BE $42
Buy: $16–19 High-risk support zone with AI energy demand tailwinds.
19. $LITE $971
Buy: $600–650 Prior breakout zone and major AI infrastructure support.
20. $SNDK $1381
Buy: $800–900 Strong semiconductor support with rising AI storage demand.
21. $DRAM $50
Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion.
If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls.
♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.
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