My choice: B. Maybe — EVs will remain the core business for years.
Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business.
XPeng: Strong focus on humanoid robots and AI.
BYD: Huge manufacturing scale, batteries and supply chain.
Chery/GAC: Also developing robotics.
But the key question is not “Can they build robots?”
It is “Can they sell many robots and make good profits?”
I would watch: Orders → Production → Robot cost → Revenue → Profit
For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock.
Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.
45 Cybercabs on the Road — Enough to Justify a $1.49 Trillion Autonomy Narrative?
Tesla rose 5.42%, then flat after hours: the session priced the launch, the after-hours the reality. Cybercab began carrying passengers in Austin with no wheel or pedals, invite-only, 45 cars; regulators opened a safety review. Waymo opened paid service in three cities the same day. Tesla is ~$1.49tn at ~350x, down 16% YTD, on 45 cars of proof. Bulls: demo-to-passengers is the threshold, owner-operators scale it without capex. Bears: 45 is nowhere near profitable, and a formal probe takes the timeline out of Tesla's hands. Tesla on miles driven, Waymo on paid cities, or wait on the regulator?
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