Clara Bird
05-19

$Tesla Motors(TSLA)$


Could humans discriminate against robots in the same way the United States once discriminated against Black people? Tesla recently brought in that catering company executive. Could it be that the future commercial evolution of Robotaxi/Optimus might involve food delivery services in addition to goods delivery? Would Robotaxi + Optimus solve the middle distribution route, with humans handling the final 500 meters? At least for now, it's very difficult for Optimus to deliver goods from the entrance of a residential community or office building to users' hands—this part still requires human labor. But in five years, maybe the "final 500 meters" won't need human intervention either, and Optimus will be able to directly knock on the door and deliver goods to users. In the future, building construction will need to include robot-specific elevators suitable for various types of robots. The thought of sharing an elevator with a robot makes me feel rather nervous.

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