According to @garyblack00, yesterday’s TSLA decline was driven primarily by Morgan Stanley downgrading TSLA to Hold from Buy, which he identifies as the dominant factor, source: @garyblack00. According to @garyblack00, investors are also questioning whether Optimus is being tele-operated from afar rather than being AI-driven, raising concerns that the platform is not scalable, source: @garyblack00. According to @garyblack00, the same scalability issue applies to Robotaxis if each vehicle requires a safety monitor, weakening the economic model, source: @garyblack00. According to @garyblack00, these concerns can pressure the AI-driven optionality premium in TSLA’s valuation and near-term sentiment until scalable autonomy is demonstrated, source: @garyblack00.

According to @garyblack00, a Bloomberg story this morning was pushing TSLA lower, adding pressure to the stock. According to @garyblack00 referencing a video from Tesla’s Miami autonomy-visualized event, an Optimus unit mimicked removing a non-existent headset and then fell to the ground as if powered down, raising questions about tele-operation versus AI-driven autonomy (source: @garyblack00; video: @cixliv on X). According to @garyblack00, @cixliv asserted the clip shows tele-operation, and @garyblack00 noted that if Optimus is tele-operated it would not be scalable because it would require a human tele-operator per robot (source: @garyblack00; @cixliv on X). According to @garyblack00, Elon Musk previously claimed Optimus movements were AI-driven and said the robot could represent 80% of Tesla’s future value, amplifying valuation sensitivity to autonomy doubts (source: @garyblack00). According to @garyblack00’s post, no crypto assets or token-market impacts were mentioned.

According to @StockMKTNewz, Elon Musk said he feels confident in expanding Tesla's production and now has clarity on achieving unsupervised full self-driving, removing prior reluctance to scale output, source: @StockMKTNewz on X, Oct 22, 2025. He added that it makes sense to expand production as fast as reasonably possible, signaling management intent to increase capacity, source: @StockMKTNewz on X, Oct 22, 2025. Trading takeaway for TSLA: the statement ties production expansion to unsupervised FSD clarity, with no timing, facility specifics, or numeric targets disclosed in the source, source: @StockMKTNewz on X, Oct 22, 2025. Crypto market note: the source references AI autonomy via unsupervised FSD and contains no direct mention of crypto assets, source: @StockMKTNewz on X, Oct 22, 2025.

According to Anthropic, the increasing autonomy of artificial intelligence systems and their deployment with wide access to tools and data raise the risk of unforeseen consequences, especially when there is minimal human oversight (source: Anthropic via Twitter, June 20, 2025). For crypto traders, this trend signals potential volatility as AI-driven systems could impact trading algorithms, market sentiment, and security vulnerabilities across digital asset exchanges. Monitoring AI regulation and oversight developments is becoming essential for crypto market participants.

According to Renz_SOVRUN, the evolution of virtual beings in virtual sports raises critical questions about AI autonomy and algorithmic behavior, with direct implications for crypto markets built on blockchain-based gaming and betting platforms (source: Twitter, May 15, 2025). Traders should monitor developments in decentralized gaming tokens as increased AI autonomy could drive engagement and transaction volumes, potentially impacting prices of GameFi and play-to-earn cryptocurrencies.