Case for Amazon: a cloud and advertising business that happens to own the world’s biggest shop, paying for a $220 billion wager out of its own pocket. If the robots disappoint, AWS still grows 37%, the ads still grow 26%, and $496 billion of signed work still arrives. The worst case is a long, expensive argument about capital allocation.
Case for Tesla: A robot company with a car business attached to it. Tesla shipped a record 480,126 cars in Q2, and FSD subscriptions also rose 56% to 1.48 million. Most of the operating revenue is being poured into Optimus and robotaxi initiatives. Fremont factory is being retooled for robots.
So what's your pick? Backgrounder here [https://search10k.com/amazon-vs-tesla-two-robot-armies-and-only-one-punches-a-clock/](https://search10k.com/amazon-vs-tesla-two-robot-armies-and-only-one-punches-a-clock/)
