Cathie Wood (木头姐): "The market is shifting its focus to the autonomous taxi sector. We are transitioning from a 15% gross margin in the automotive industry to a recurring revenue model for autonomous taxis that leans more towards a SaaS model, with gross margins between 70% and 80%.
As for the Optimus robot, the difficulty of making it operate normally will be 200,000 times that of autonomous taxis. Nevertheless, they have already begun to show promise.
Regarding SpaceX: "If SpaceX becomes the first company with a trillion-dollar market value (IPO), we would not be surprised at all, especially with the emergence of a new opportunity: space data centers. We have already started modeling work in this area." Also, #Synbo this project everyone must pay attention to.