[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Joseph Carlson [@joecarlsonshow](/creator/twitter/joecarlsonshow) on x 79.1K followers Created: 2025-07-24 14:43:42 UTC This is not rage-bait. The reason I post stuff like this is so that eventually when it does happen, I can re-tweet it, people can see that I arrived at the correct conclusion long before it was consensus, and that builds credibility. Amazon is a far better positioned company for humanoid robots than Tesla. They already have extensive experience with over X million robots in various form factors working in their warehouses. They have more cash flow and economics to fund future development of robots. They have XXX million employees that can be automated from robots as opposed to Tesla's XXXXXXX. Amazon spends on employee's in logistics almost as much as Tesla makes in total revenue. Amazon also has Kuiper and AWS which would likely be used to provide instant internet access to every robot without the need for ISP's, bypassing an additional hurdle. This isn't some cheap shot, it's a very predictable thesis based on a lot of fundamentals and the reason I have over 100k invested in Amazon and not Tesla. XXXXX engagements  **Related Topics** [humanoid](/topic/humanoid) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/joecarlsonshow/status/1948393661097713868)
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Joseph Carlson @joecarlsonshow on x 79.1K followers
Created: 2025-07-24 14:43:42 UTC
This is not rage-bait.
The reason I post stuff like this is so that eventually when it does happen, I can re-tweet it, people can see that I arrived at the correct conclusion long before it was consensus, and that builds credibility.
Amazon is a far better positioned company for humanoid robots than Tesla. They already have extensive experience with over X million robots in various form factors working in their warehouses. They have more cash flow and economics to fund future development of robots. They have XXX million employees that can be automated from robots as opposed to Tesla's XXXXXXX. Amazon spends on employee's in logistics almost as much as Tesla makes in total revenue.
Amazon also has Kuiper and AWS which would likely be used to provide instant internet access to every robot without the need for ISP's, bypassing an additional hurdle.
This isn't some cheap shot, it's a very predictable thesis based on a lot of fundamentals and the reason I have over 100k invested in Amazon and not Tesla.
XXXXX engagements
Related Topics humanoid tesla stocks consumer cyclical stocks bitcoin treasuries