Tesla's Optimus humanoid robot could fundamentally reshape the company's valuation by end of 2026, with Cathie Wood's ARK Invest projecting transformative impact on factories and homes. As competitors race to catch up, the next 18 months will determine whether Optimus becomes Tesla's most valuable business.
Tesla’s Optimus Gambit: How a Humanoid Robot Could Rewrite the Company’s Entire Valuation Story in 2026