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Tesla Delivery Miss Fuels Heated Debate On Autonomy, Robots: Gordon Johnson Compares Optimus With 1980s Chucky Cheese Tech

Benzinga ·  Jan 3 10:22

Tesla Inc.'s (NASDAQ:TSLA) latest delivery miss has intensified debate among analysts about the company's autonomous driving and robotaxi ambitions, with sharp disagreement over its 2025 outlook.

What Happened: James Thorne, Chief Market Strategist atWellington-Altus, remains bullish despite Tesla's fourth-quarter deliveries falling short of expectations. "My long term thesis for 2025 anchors off robots, Robotaxi, and autonomy," Thorne posted on X, dismissing current market reaction as noise while maintaining his view of Tesla reaching $2 trillion valuation by 2025.

GLJ ResearchCEOGordon Johnsonstrongly countered the optimism surrounding Tesla's Optimus robot, stating, "They'll sell approximately...

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