Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors.

Tesla has begun Optimus robot production at its Fremont facility, a landmark milestone but not a pivotal moment. While Tesla claims Optimus will represent 80% of the company's future value, scaling production will be extremely challenging due to the need to build an entirely new supply chain. Initial production will follow a flat S-curve with slow growth, and improvements may not be immediately visible in financial metrics as robots are used internally for iterative development.