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AI and Robotics Become Tesla's New Engine: J.P. Morgan Changes Its Mind, Optimus Heads to Production
After years of skepticism, J.P. Morgan is changing its tune on Tesla. They no longer see it as a car company but as an AI company with an addressable market of $3.9 trillion by 2035. The key drivers? The Optimus humanoid robot and the Cybercab autonomous taxi.