Tesla analyst explains 'the real value' behind Elon Musk's Optimus robot

Tesla's (TSLA) Optimus robot that danced on a stage this past weekend was widely panned by critics for being behind the robots developed by automation leader Boston Dynamics. But one analyst argued that the underlying technology could be a big win for the automaker's autonomous driving software. "What we're excited about is the learning cycles that we're seeing the company execute on the AI side," Oppenheimer's Tesla analyst Colin Rusch said on Yahoo Finance Live (video above). "That's where I think the real value is." Rusch noted that if Tesla opens up its AI software to other companies, it could bring in "a couple billion" in sales at a relatively "high margin."