---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39073496.md"
description: "Last night, $Tesla(TSLA.US) rose by over 3% again. It feels like the market is starting to re-price the AI narrative recently. Musk just said on X that Tesla will be one of the companies to achieve AGI, and it might be the first to make AGI in the form of a humanoid robot. Simply put, it's bundling AI + robots + autonomous driving together to tell a story.Actually, if you think about it carefully, Tesla's logic isn't completely empty. It has a few things in hand:1) Massive real-world data (autonomous driving)2) Computing power and training systems (Dojo + AI team)3) Robot hardware (Optimus)If AI is truly going to land in the physical world in the future, humanoid robots are indeed a huge application scenario. Musk has said before that Optimus might be more important than the car business in the long run.However, the market now also has a bit of a "faith-driven market" flavor. The term AGI, $OpenAI(OpenAI.NA), $Alphabet - C(GOOG.US), and Anthropic are all working on it, and now Tesla is also telling this story. Whether it's real technology or capital narrative, we'll have to see in a few years.My current personal thinking:Tesla is no longer a pure EV company; it's essentially a platform company for "AI + robots + autonomous driving." Short-term, look at sentiment; long-term, look at execution.What do you all think? Could Tesla's biggest future business really be robots instead of cars?"
datetime: "2026-03-05T03:48:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39073496.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39073496.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39073496.md)
author: "[宇宙第一美少女美乐蒂](https://longbridge.com/en/profiles/26647084.md)"
---

# Last night, $Tesla(TSLA.US) rose by over 3% again.…


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## Comments (6)

- **涵涵爸爸爱炒股 · 2026-03-05T03:51:54.000Z**: Now Tesla is a bit like a hybrid of an AI concept stock and an auto stock.
  - **宇宙第一美少女美乐蒂** (2026-03-05T03:52:13.000Z): That's why the valuation is so outrageous.
- **韭菜日常 · 2026-03-05T03:51:43.000Z**: I'm more concerned about when robots can be sold to ordinary people.
  - **每天被口醒** (2026-03-05T08:40:42.000Z): I think this thing is extremely difficult; it would be good if it could be mass-produced in 5-10 years.
- **六六五加一 · 2026-03-05T03:51:27.000Z**: If humanoid robots can truly achieve mass production, that would be a market even larger than electric vehicles.
- **复利进行时 · 2026-03-05T03:51:16.000Z**: Whenever Musk mentions AGI, the stock price usually reacts a bit, and the market is still willing to buy into it.