Elon Musk is the greatest showman on Wall Street.
But his latest act? A humanoid robot he claims will change the world.
Here’s the twist:
Eric Fry believes the real winner in robotics isn’t Tesla at all.
In fact, he says Tesla’s “best-selling robot” could end up being nothing more than a $40 toy.
Meanwhile, another company is already booking billions in real orders.
Partner Content
When the Cameras Turn Off
Most investors are watching the same clip — a robot taking careful steps across a factory floor, Musk teasing “next-level autonomy.”
But the real momentum isn’t in the show.
It’s in the invoices.
Across major U.S. logistics hubs, Walmart and DHL confirmed new multi-year automation contracts this month, expanding autonomous pallet-handling and warehouse robotics for 2026 delivery.
And in Asia, Toyota and Foxconn jointly announced new procurement rounds for industrial automation systems, marking their largest combined orders since before the pandemic. The important moves start long before the buzz does.
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The Tell-Tale Signs Behind the Curtain
Every robotics cycle starts the same way:
Showmanship captures attention.
Retail money chases the spotlight.
Meanwhile, the real winners build the supply chain.
And that’s exactly why Fry’s angle is so compelling:
he’s tracking contract flow, not camera time.
Humanoid robots grab attention.
Industrial robots grab revenue.
The Compass Ahead
Optimus is progressing, but the real movement this month happened elsewhere.
Regulators, suppliers, and early industrial partners are shaping what this technology can actually become — long before it reaches mass adoption.
The next phase won’t be defined by the headline moments.
It’ll be defined by who turns robotics into something that runs every day, not someday.
