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We now have another Optimus robot comp for $TSLA, besides Figure AI($40B valuation). Small start-up called Amazon. It trades at 12x 2026E EBITDA vs Tesla at 60x.

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AMAZON $AMZN is setting up “Humanoid Park” at its SF office to test humanoid robots for deliveries, per The Information. The goal is to trial these bots inside its 20,000+ Rivian $RIVN vans, as Amazon explores using humanoid robots for last-mile delivery. https://t.co/Hv8ZZJDHp9

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