What do you people think, especially AI folks, does it resonate? Not just Optimus but FSD and other aspects of the talk.
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They want to still be viewed as a startup ... and so push how they are doing non-novel things "like the big players" and getting people excited for their ambition. The problem is that they have enoug money that they need to start being an industry leader and showing novelty. Their hardware platform is the only real semblence of that so far.