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You are receiving this email because you are subscribed to Behind the Markets. If you no longer wish to receive these emails, please unsubscribe here. Dear Reader, This week, Elon Musk did something almost nobody expected. He announced Tesla will stop producing the Model S and Model X -- the very cars that made Tesla a household name. Instead? He’s converting a California factory to build humanoid robots. Think about what that really means. Musk isn’t tweaking a product line. He’s declaring the end of the electric car era and the beginning of something much bigger. Cars don’t scale forever. Robots do. This is the clearest signal yet that we’ve entered the Embodied Intelligence era - where AI leaves the screen and enters the physical world. And one small company is already positioned to supply the intelligence behind it. "The Buck Stops Here," |
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