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AI & Robotics
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Jim Cramer Says Tesla Is Actually a Robotics Company — Is He Right? | Taha Abbasi
Taha Abbasi··3 min read
Mad Money Host’s Tesla Reframe Deserves Serious Analysis
Taha Abbasi doesn’t normally take investing cues from TV personalities, but Jim Cramer’s latest take on Tesla deserves examination: “Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy.” The Mad Money host described Tesla as “the paper that turned into scissors” — a company that has fundamentally changed what it is while the market wasn’t looking.
Is Cramer right? Taha Abbasi thinks the framing is directionally correct, even if the execution timeline remains uncertain.
The Case for Tesla as a Robotics Company
Tesla’s product roadmap increasingly centers on autonomous systems. The Cybercab (robotaxi) is a purpose-built autonomous vehicle with no steering wheel or pedals. Optimus is a humanoid robot designed for manufacturing and household tasks. FSD is arguably the world’s largest real-world robotics deployment, with millions of vehicles making autonomous driving decisions daily.
As Taha Abbasi has analyzed across his coverage of the humanoid robot race and Cybercab testing, the common thread is AI-powered physical systems operating in the real world. Vehicles, robots, and energy systems all converge on the same core capabilities: perception, planning, and physical execution.
The Revenue Reality Check
Here’s where Taha Abbasi diverges from Cramer’s enthusiasm: today, Tesla is still overwhelmingly a car company. Over 90% of revenue comes from vehicle sales. Optimus hasn’t generated a dollar of commercial revenue. The Cybercab hasn’t carried a paying passenger. FSD subscription revenue, while growing, is a tiny fraction of total income.
Calling Tesla a robotics company is a statement about its future, not its present. That’s a valid investment thesis — but it requires believing that robotics revenue will eventually dwarf vehicle revenue, which depends on execution timelines that Elon Musk has repeatedly missed.
What the Market Is Actually Pricing
Tesla’s trillion-dollar-plus valuation already prices in significant robotics and autonomy revenue. The stock trades at multiples that only make sense if the company becomes more than a car manufacturer. In that sense, the market agrees with Cramer — it’s just been pricing this narrative for years.
Taha Abbasi’s take: Tesla is a car company becoming a robotics company, and the transformation is real but incomplete. The AI capabilities are genuine. The hardware platforms are improving. The data advantage from millions of vehicles is insurmountable. But “is” versus “will be” matters for investors, and the gap between Tesla’s current and future states remains significant.
The Bigger Picture
What Cramer gets right, Taha Abbasi believes, is that Tesla shouldn’t be compared to traditional automakers. The company’s investment in AI, robotics, and energy positions it in markets that dwarf the automotive industry. If even one of these bets — Cybercab, Optimus, or grid-scale energy — pays off at scale, the current valuation looks reasonable. If two or more succeed, it looks cheap. The question is always execution and timing.
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About the Author: Taha Abbasi is a technology executive, CTO, and applied frontier tech builder. Read more on Grokpedia | YouTube: The Brown Cowboy | tahaabbasi.com
Taha Abbasi
Engineer by trade. Builder by instinct. Explorer by choice.
