I'm likely out of the loop, but what evidence is there that Optimus is anywhere close to ready for prime time, or any commercialization at all? I haven't seen anything compelling yet outside of highly edited videos in controlled settings.

If they're making that move they must have confidence in the progress.

How does it "make sense" to you, really? Can you provide more rationale ?

If state backed car industry like China's is dumping world wide it would be silly to head to head with them. You're just going to burn cash and a country can go at that a lot longer than a public company ever could.

So you double down on what you have that no one else can compete on.

Interesting argument because most Americans seem to have decided governments are inefficient at doing things? So they're efficient at car building now?