Investor Ross Gerber is raising doubts about how quickly Tesla can turn Optimus into a meaningful business. According to the report, the Gerber Kawasaki executive said Elon Musk could be facing a long road before the humanoid robot becomes a commercial success, with little revenue expected in the near term.
The remarks underscore a broader question for Tesla investors: when, or if, Optimus can move from a high-profile project to a product that materially adds to the company’s results. Gerber’s view suggests that even if the technology attracts attention, the timeline for generating sales may be much longer than some market watchers hope.
His comments put the spotlight on execution risk around Tesla’s robotics ambitions. For Musk, Optimus has been presented as an important future opportunity, but Gerber’s skepticism centers on the gap between a bold vision and a business that can deliver dependable revenue.
The discussion reflects a familiar tension around Tesla: enthusiasm for ambitious new products versus investor concerns about timing and monetization. In this case, Gerber appears to be signaling that Optimus may remain a longer-term bet rather than a near-term growth driver.
