Micron CEO Sanjay Mehrotra made his prediction during the company's recent earnings call. He said that self-driving cars will represent a new segment that demands huge amounts...
China has self driving taxis. They have sleek lidar integrated EVs that are under $50k. Even at 100% tariff that would seem a better platform than Waymo. US Oligarchy tax is at play in making it a $250k only option. Same will apply to Optimus.
As bad as people are, something like a Tesla is much worse
https://electrek.co/2026/01/29/teslas-own-robotaxi-data-confirms-crash-rate-3x-worse-than-humans-even-with-monitor/
And something like a Waymo costs $250,000+ which is… Hard to swallow
https://sfist.com/2025/04/25/you-might-soon-be-able-to-buy-and-own-your-own-self-driving-waymo-car/
China has self driving taxis. They have sleek lidar integrated EVs that are under $50k. Even at 100% tariff that would seem a better platform than Waymo. US Oligarchy tax is at play in making it a $250k only option. Same will apply to Optimus.
There’s a reason I specified Waymo. Tesla isn’t self driving, it’s lane assist with a fraudulent name.