Another unpopular opinion coming in....
I really respect what Tesla is doing with AI and FSD. But I tend to think that Optimus is several years away. I just don't think that Tesla will have gotten that far ahead of the likes of Boston Dynamics and others on the physical bot front. I think that Tesla is using the bot program to entice high (very high) quality talent to come into Tesla to help finish FSD.
That's not a bad thing, but I'll be happy at AI day 2 to hear that FSD is done (or other very significant milestones). Anything interesting on the bot front will be gravy on the fries.
I think your opinion is very popular in the wide world, including among robot experts outside Tesla, who sniff at the Optimus plan the way rocket experts sniffed at the plan for reusable Falcon 9s.
So imagine the shock and awe on Wall St if it turns out that Elon is not talking BS. We'll see in three months.
Note that he also said AI Day 2 will have surprises besides the Bot prototype. My opinion is: buckle up.