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What do skeptics want to see Tesla Optimus Bot do on AI Day?
Ten days from now, a working prototype of the Tesla Optimus Bot is expected to take center stage on AI Day which will be held in Palo Alto, California. Although Dojo updates and other Full Self-Driving news are expected to be revealed, the most talked about topic is the Tesla Optimus Bot that was announced during last year’s AI Day event.
Tesla fans, customers, critics, skeptics, and shareholders all have their thoughts about the Optimus Bot and in an interview with Reuters, a few skeptics shared their thoughts. Some included what the robot should do and others touched upon the idea that it wasn’t exciting enough for investors.
Arizona State University professor Nancy Cooke said that Tesla needs to show the robot doing multiple unscripted actions. If Tesla is able to do that, it could boost the stock.
“If he just gets the robot to walk around, or he gets the robots to dance, that’s already been done. That’s not that impressive,” she told Reuters.
Gene Munster, managing partner at Loup Ventures said that investors weren’t excited about the bot; adding that the probability that it works at scale is low and that it’s “infinitely harder than self-driving cars.”
Despite that take on Tesla’s robot, Loup Ventures thinks that Tesla’s second AI Day is a win for the company. The odds of seeing a working prototype of the Optimus Bot are low, Loup Ventures said in its post, but it sees Tesla outlining its long-term obstacles related to the robot and the market for it.
Shaun Azimi NASA’s engineering team leader for the Dexterous Robotics Team compared the challenges of self-driving cars with the potential challenges of humanoid robots.
“Self-driving cars weren’t really proved to be as easy as anyone thought. And it’s the same way with humanoid robots to some extent,” he said.
“If something unexpected happens, being flexible and robust to those kinds of changes is very difficult.”
Elon Musk recently penned an essay published in the China Cyberspace magazine that covered a variety of topics including the Tesla robot. In the essay, Elon Musk said that the Optimus Bot is designed to replace human labor in repetitive, boring, and dangerous tasks.
“Tesla Bots are initially positioned to replace people in repetitive, boring, and dangerous tasks. But the vision is for them to serve millions of households, such as cooking, mowing lawns, and caring for the elderly,” Elon Musk wrote.
Some examples of repetitive tasks that might win over some skeptics may include displaying the dexterity of the robot’s hands. For example, sewing a stitch in fabric, painting a small and a large object, writing on a notepad, or even wrapping a sprained ankle with an ACE bandage.
Perhaps opening AI Day with the robot driving the Tesla Cybertruck on stage with Elon in the passenger seat would be entertaining.
Are you a skeptic of Tesla’s Optimus Bot? If so, what do you think the prototype should be able to do to win you over? Do you think Tesla will be able to unveil a working prototype that does more than walking or giving someone a flower as the Xiaomi CyberOne did last month? Let us know in the comments.
Note: Johnna is a Tesla shareholder and supports its mission.
Your feedback is important. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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Tesla ramps production of its ‘new’ models at Giga Texas
The vehicles are being built at Tesla Gigafactory Texas in Austin, and there are plenty of units being built at the factory, based on a recent flyover by drone operator and plant observer Joe Tegtmeyer.

Tesla is ramping up production of its ‘new’ Model Y Standard at Gigafactory Texas just over a week after it first announced the vehicle on October 7.
Earlier this month, Tesla launched the Tesla Model 3 and Model Y “Standard,” their release of what it calls its affordable models. They are priced under $40,000, and although there was some noise surrounding the skepticism that they’re actually “affordable,” it appears things have been moving in the right direction.
The vehicles are being built at Tesla Gigafactory Texas in Austin, and there are plenty of units being built at the factory, based on a recent flyover by drone operator and plant observer Joe Tegtmeyer:
News: the @Tesla Model Y Standard production is well underway at Giga Texas today!
This consistent with what I was told to expect during the unveiling day last week!
The outbound lot had many Premium Model Y’s and @cybertruck too!
More coming soon! pic.twitter.com/WU489QKPLB
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) October 16, 2025
The new Standard Tesla models are technically the company’s response to losing the $7,500 EV tax credit, which significantly impacts any company manufacturing electric vehicles.
However, it seems the loss of the credit is impacting others much more than it is Tesla.
As General Motors and Ford are scaling back their EV efforts because it is beginning to hurt their checkbooks, Tesla is moving forward with its roadmap to catalyze annual growth from a delivery perspective. While GM, Ford, and Stellantis are all known for their vehicles, Tesla is known for its prowess as a car company, an AI company, and a Robotics entity.
Elon Musk was right all along about Tesla’s rivals and EV subsidies
Tesla should have other vehicles coming in the next few years, especially as the Cybercab is evidently moving along with its preliminary processes, like crash testing and overall operational assessment.
It has been spotted at the Fremont Factory several times over the past couple of weeks, hinting that the vehicle could begin production sometime next year.
News
Tesla set to be impacted greatly in one of its strongest markets

Tesla could be greatly impacted in one of its strongest markets as the government is ready to eliminate a main subsidy for electric vehicles over the next two years.
In Norway, EV concentrations are among the strongest in the world, with over 98 percent of all new cars sold in September being electric powertrains. This has been a long-standing trend in the Nordic region, as countries like Iceland and Sweden are also highly inclined to buy EVs.
However, the Norwegian government is ready to abandon a subsidy program it has in place, as it has effectively achieved what it set out to do: turn consumers to sustainability.
This week, Norway’s Finance Minister, Jens Stoltenberg, said it is time to consider phasing out the benefits that are given to those consumers who choose to buy an EV.
Stoltenberg said this week (via Reuters):
“We have had a goal that all new passenger cars should be electric by 2025, and … we can say that the goal has been achieved. Therefore, the time is ripe to phase out the benefits.”
EV subsidies in Norway include reduced value-added tax (VAT) on cheaper models, lower road and toll fees, and even free parking in some areas.
The government also launched programs that would reduce taxes for companies and fleets. Individuals are also exempt from the annual circulation tax and fuel-related taxes.
In 2026, changes will already be made. Norway will lower its EV tax exemption to any vehicle priced at over 300,000 crowns ($29,789.40), down from the current 500,000, which equates to about $49,500.
This would eliminate each of the Tesla Model Y’s trim levels from tax exemption status. In 2027, the VAT exemptions will be completely removed. Not a single EV on the market will be able to help owners escape from tax-exempt status.
There is some pushback on the potential loss of subsidies and benefits, and some groups believe that the loss of the programs will regress the progress EVs have made.
Christina Bu, head of the Norwegian EV Association, said:
“I worry that sudden and major changes will make more people choose fossil-fuel cars again, and I think everyone agrees that we don’t want to go back there.”
Elon Musk
Elon Musk was right all along about Tesla’s rivals and EV subsidies

With the loss of the $7,500 Electric Vehicle Tax Credit, it looks as if Tesla CEO Elon Musk was right all along.
As the tax credit’s loss starts to take effect, car companies that have long relied on the $7,500 credit to create sales for themselves are starting to adjust their strategies for sales and their overall transition to electrification.
On Tuesday, General Motors announced it would include a $1.6 billion charge in its upcoming quarterly earnings results from its EV investments.
Ford said in late September that it expects demand for its EVs to be cut in half. Stellantis is abandoning its plan to have only EVs being produced in Europe by 2030, and Chrysler, a brand under the Stellantis umbrella, is bailing on lofty EV sales targets here in the U.S.
How Tesla could benefit from the ‘Big Beautiful Bill’ that axes EV subsidies
The tax credit and EV subsidies have achieved what many of us believed they were doing: masking car companies from the truth about their EV demand. Simply put, their products are not priced attractively enough for what they offer, and there is no true advantage to buying EVs developed by legacy companies.
These tax credits have helped companies simply compete with Tesla, nothing more and nothing less. Without them, their products likely would not have done as well as they have. That’s why these companies are now suddenly backtracking.
It’s something Elon Musk has said all along.
Back in January, during the Q4 and Full Year 2024 Earnings Call, Musk said:
“I think it would be devastating for our competitors and for Tesla slightly. But, long term, it probably actually helps Tesla, that would be my guess.”
In July of last year, Musk said on X:
“Take away all the subsidies. It will only help Tesla.”
Take away the subsidies. It will only help Tesla.
Also, remove subsidies from all industries!
— Elon Musk (@elonmusk) July 16, 2024
Over the past few years, Tesla has started to lose its market share in the U.S., mostly because more companies have entered the EV manufacturing market and more models are being offered.
Nobody has been able to make a sizeable dent in what Tesla has done, and although its market share has gotten smaller, it still holds nearly half of all EV sales in the U.S.
Tesla’s EV Market Share in the U.S. By Year
-
- 2020 – 79%
- 2021 – 72%
- 2022 – 62%
- 2023 – 55%
- 2024 – 49%
As others are adjusting to what they believe will be tempered demand for their EVs, Tesla has just reported its strongest quarter in company history, with just shy of half a million deliveries.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Although Tesla benefited from the EV tax credit, particularly last quarter, some believe it will have a small impact since it has been lost. The company has many other focuses, with its main priority appearing to be autonomy and AI.
One thing is for sure: Musk was right.
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