When Your Humanoid Robot Gets Compared to a Pizza Parlor Mascot
So here's a fun way to start your week: having a Wall Street analyst compare your cutting-edge robotics program to the mechanical bear that sang "Happy Birthday" at your seventh birthday party.
GLJ Research analyst Gordon Johnson unloaded fresh skepticism on Tesla Inc. (TSLA) this week, taking direct aim at the company's Optimus humanoid robot. Johnson didn't just question the timeline or technical specs. He went straight for the jugular, calling it "1980s Chuck E. Cheese animatronics-level tech" and flatly predicting Tesla "will not sell one of these things in 2026."
That's quite the statement considering Elon Musk has positioned Optimus as potentially representing 80% of Tesla's future value. Johnson shared his thoughts on X after reposting comments from The Dawn Project founder Dan O'Dowd, who recently attended a Tesla event where Optimus was serving popcorn.
Was That Robot Actually Being Remote-Controlled?
Here's where it gets interesting. O'Dowd alleged the demonstration wasn't quite what it seemed. According to him, Tesla employees at the event acknowledged the robot was being teleoperated, meaning controlled by a human operator, rather than functioning autonomously.
O'Dowd also said staff couldn't confirm how many Optimus units Tesla has actually built. That's notable because Musk previously stated Tesla would have 10,000 robots by the end of the year. If the current approach continues, O'Dowd suggested, Tesla might need to "hire a lot of teleoperators."
Which, you know, sort of defeats the purpose of an autonomous robot solving labor shortages.
The Gap Between Vision and Reality
Musk hasn't been shy about his ambitions for Optimus. He's repeatedly called it the "most sophisticated" humanoid robot on Earth and suggested it could help eradicate poverty, address labor shortages, and even perform surgery. Tesla has floated a future price range of $20,000 to $30,000 per robot once production scales.
Earlier this month, Tesla released videos showing Optimus running and performing impressively fluid, human-like movements. But then came the Miami Autonomy Visualized event, where footage showed an Optimus robot collapsing. That fueled speculation the robot was being remotely controlled rather than operating independently.
YouTuber JerryRigEverything (real name Zack Nelson) mocked the situation on X, writing "to the moon tho," a reference to Musk's statement that Optimus robots could eventually be sent to space aboard SpaceX's Starship.
Tesla maintains that Optimus remains in development and expects mass production to begin soon. Whether that timeline aligns with Johnson's zero-sales prediction for 2026 or Musk's ambitious projections will become clear soon enough.