WSJ Tech News Briefing TNB Tech Minute: Elon Musk Says Optimus Robots Will Make Up Most of Tesla’s Value
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Sep 2, 2025 Elon Musk believes Tesla's Optimus robots could redefine the company's value. Anthropic has seen a staggering valuation of $183 billion following a massive funding round. Meanwhile, NIO, a Chinese EV maker, has fallen short of earnings expectations. The discussion also touches on the unsettling integration of AI-powered drone swarms in the conflict in Ukraine, showcasing the multifaceted impact of technology today.
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Tesla’s Value Pivot To Optimus
- Elon Musk says Optimus will drive 80% of Tesla's value as the company pivots to robots.
- Tesla plans to scale Optimus to 1 million units a year and launch a third prototype model by year-end.
Anthropic’s Rapid Revaluation
- Anthropic closed a $13 billion round that values the company at $183 billion after strong investor demand.
- The company initially aimed to raise $5 billion but surged past that due to high interest.
NIO’s Mixed Quarter And Recovery Signs
- NIO missed Q2 expectations with a widened loss even as revenue rose nearly 9%.
- The company reported a net loss over $720 million but saw stronger momentum and record monthly sales in August.