Tesla Optimus SECRETS STOLEN — Tesla sues!!!

So Tesla is now suing a Optimus

engineer, an Optimus engineer who used

to work at Tesla, who basically stole

trade secrets and then immediately

launched his own robotics hand company

potentially using Tesla's trade secrets

to run his own startup on the backs of

Tesla's data. At least that is what a

new Tesla lawsuit alleges. Now we have

the actual lawsuit. When you look at the

actual details of the lawsuit, it's kind

of like, dude, how dumb could you be? At

least based on what Tesla's alleging,

right? These are allegations. Remember,

in a lawsuit, it's allegations,

allegations. But still, take a look at

this. Tesla lawsuit says, "Former

engineer stole secrets for robotic

startups uh for robotic startup." Here's

a Reuters article. Here's a Doomberg

article. Uh and less than a week after

he left Tesla, Proception was

incorporated. And within just five

months, Proception claimed to have

successfully built an advanced humanoid

robotic hand.

A hand that bore a strikingly similar

resemblance to the designs that Lee

worked on while at Tesla. That's

interesting uh and unfortunate for those

who are Chinese, given that this appears

to be a Chinese name. Zong J Lee.

I'm gonna go with Chinese here. But

anyway, uh nicknamed Jay, who worked at

Tesla between August 22 and September

2024.

He's now being sued by Tesla, rightfully

so. But I want you to see the actual

lawsuit because some of these

allegations,

it just makes me wonder like, bro, how

dumb can you be? But anyway, here we go.

So, uh, Lee was employed from at Tesla

between these days. However, on July

1st, Lee was reassigned to the Optimus

chest computer team. Following the

assignment, Lee did not have any further

responsibilities related to Optimus

sensors or hands. Following Lee's

reassignment from the hand sensor team

to the chess computer team, Lee without

authorization accessed highly sensitive

and confidential Optimus hand related

files that he no longer needed access to

from his Tesla desktop computer and at

least two smartphones. Lee improperly

accessed and downloaded Optimus related

hand files

even though he wasn't even working on

hand motion. And he downloaded source

code related to Optimus hand motion

actuators and confidential tactile

sensor information. So like fingertip uh

you know sensing information. On July

13th, in violation of Tesla's mobile

device policy, Lee sura petitiously

logged into Tesla's SharePoint using a

web browser on an iPhone, downloading

two files to the iPhone from the Gen 4

forearm FT sensing SharePoint. These

documents containing sensor diagrams and

specifications related to Optimus' hand

motion and actu actuators were squarely

outside of Lee's scope of employment at

the time. July 15th accessed working

document again on the hand. July 18th

and 23rd and 30th repeatedly accessed

internal spreadsheet on Optimus material

strength

material and sensor design and data

calculations. finger and data cycling on

29 1 and two of August.

A 353 page slide internal PowerPoint on

tactile sensing index robot hand motion

and tension sketches and diagrams as

well as feasibility studies, finger

renderings. And days before his

anticipated departure date of September

6th, Lee accessed a dashboard that

tracks current updates, tickets, and

next steps pertaining to the development

of the Optimus Hand and roadmap

milestones. He also accessed a

PowerPoint that contains proprietary

research and analysis, benchmarks,

performance targets, equations,

sketches, for flexible sensor designs

for parts of the humanoid. On September

11th and 12th, Lee accessed confidential

documents containing requirements,

measurements, and the strategy related

to Optimus sensors as well as design

targets and technology uh as well as uh

films, layouts, and architectures.

On the 13th, Lee's last day,

Lee accessed multiple files on his final

day of employment on various internal

development and testing scenarios.

On the 13th, the day he stopped using

his Tesla issued laptop as of 2 p.m., he

continued to access Tesla's data on his

phone until 8:55 p.m. During the two,

And this is where I'm just like, man,

how dumb can you be, dude? Like, this is

this is so dumb. Ready for this?

During the two months prior to leading

up to his departure, Lee also conducted

voluminous online searches from his desk

Tesla desktop computer related to

humanoid robotic hands as well as

searches related to venture capital

funding and venture capital startup

resources such as Kadan Capital Robotics

and Stan Fraud start misspelled. uh

startup resources. His scheme was in

motion at least as early as July 2024

as the following searches show he was

seeking funding for his secret venture

at the time. Does YC fund companies? I

think he meant VC, but okay. Apparently,

he doesn't know how to type very well.

Bay Area Robotics Incubator. Does

incubator provide funding?

[Laughter]

uh defendant uh then you know opened up

Proception

6 days after he left Tesla and only 5

months after its founding March of this

year. Proception touted that it had

successfully built advanced humanoid

robotic hands. Proception also claimed

in its coming 9 months it would make the

first shipments to research customers.

absence specific knowhow. This is

improbably fast for a development cycle.

Basically Tesla's like, "Hey, look at

the YouTube videos demonstrating

Proception's hand functionality and

compare it to what Tesla shows." In

other words, like the guy basically just

scammed and skimmed off uh you know

Tesla's stuff and is now using it to

fund his own VC or maybe not necessarily

fund his own VC but try to get funding

for his own VC. Uh so here's the

proception video. Hey, quick reminder.

If you want to earn a 5% yield plus all

of the upside in my real estate startup,

we are offering a nonacredited investor

round where we will pay you a 5% yield

plus you get all of the upside in the

stock when your stock converts in the

future. It gives you an opportunity to

diversify away from rich stock market

valuations. Diversify away from most

tariff risk. Diversify away from the

craziness of the treasuries market,

especially with these Moody's

downgrades. you diversify into

fixerupper real estate, which is what I

believe I do best. This is my baby. I

call it my little Birkshire Hathaway.

Now, maybe I'm biased, but I've got over

$5 million of my own money invested into

this business, and I'm so excited for

what I think we're going to be able to

do with this business over not just the

next years, but the next decades. So, if

you want to invest in my real estate

startup, go to househack.com and know

that I will do everything for this

business in my power to make sure we can

do the absolute best that we can. Make

sure to read the solicitations and

disclosures on the house hack website

because there is risk with every

investment. I'll play that in just a

moment here, but it's it's kind of like

how could you use Tesla's internal stuff

to run these searches? Like, yeah, that

actually does look pretty. I mean, you

know, Optimus has has done very similar

things here.

It's actually honestly kind of a really

cool pitch for Tesla's technology

because it just shows you how good Tesla

stuff is and how important their

research is because it shows that you

could sort of replicate

this. But unfortunately this is also the

kind of stuff that like saboturs in like

China or whatever can get their hands

on. I mean the guy was Chinese after

all. Uh and then what you know then then

the Chinese robotic companies that

Amazon wants to partner with to deliver

your packages. Well they end up you know

using the IP to manufacture the stuff a

lot cheaper than we can. So I you know I

and that's why I think I I you know many

people understand Donald Trump's

frustration with China and stealing our

intellectual property. Uh, and oh,

that's an interesting clip right at the

end. Hold on, that video went away. They

they brag about how they have a team of

just six people. Uh, and and how quickly

they were able to develop this, which I

think just sort of like feeds into the

argument that they stole this data from

Tesla. Let's try to look at that again

here. That was right

there. Development time 3 months. Coke

zero consumed 612 cans team size sixth

hardware

gen first half of the year maybe H1 or

hand one wow yeah I mean I don't know

you got to say uh this is remarkably

similar to uh what Tesla does with its

hand uh actuators I mean let's jump into

the uh Gen too. This is This is already

a year old, right? But uh let's look at

you just we get any Yeah, you could kind

of see. Yeah, there you go.

Remarkably similar. And this is a year

old technology now, right? I mean, he

ninjaed this stuff back in July and

September. So, it makes sense that his

video would be similar to the Tesla

technology that was available in July or

September of last year. see this these

hand motions and movements very very

similar to what you saw in that

Proception video. Uh very interesting.

So I mean honestly good on Tesla here to

sue this individual. Tesla did attach

multiple exhibits to their um lawsuit,

but I will say most of the exhibits

relate to internal

uh disclosures, NDAs, like there was

nothing really exciting. Uh this will

all likely come up in discovery, so not

really worth showing beyond the actual

complaint itself, which is here.

the confidential

products obtained uh were based on

Tesla's investigation through date that

he improperly acquired the information.

Remember he was moved to the chest unit

uh from the arm unit. What are they

asking for here? Uh let's see here. They

are asking for oh they believe the

damages would be in excess of $75,000.

are not asking for something. I my guess

is they're going to ask or demand an

injunction against this guy's ability to

operate. Right. So, let's see what their

their prayer for relief is.

Uh prayer

uh is a judgment in favor of Tesla for

all the claims compensatory and damages.

Prejudgment awards here an order

temporarily and preliminary in joining

Lee and all his agents in the lawsuit.

That's fine. an order, excuse me, blah

blah blah. Transfer legal title to Tesla

for all IP, all costs.

It basic. I'm surprised there's not like

a a a demand for an injunction in here.

Maybe that was a separate filing because

typically, you know, something like

this, you'd also rapidly say like, hey,

like stop them from being able to

operate. But that looks pretty damning.

And so that was a lawsuit that uh was

basically just filed. And it just shows

you the

oopsy dupsies of how like critical it is

to protect your intellectual property.

The filing actually looks like it was

filed last night given that the filing

date here does say 611. Uh so here you

can see some of the involved parties and

these are this is a law firm apparently

representing

uh multiple law firms here representing

Tesla. So it doesn't look like they're

using their internal uh although they

have attorneys over here as well. So

they've got an external law firm and the

internal lawyers. So we've got a lot of

um lawyers involved here all against uh

J and Proception Delaware Corporation.

Yeah, it doesn't look good, Jay. I think

you you done you done effed up over

here. I mean, again, it's a lawsuit and

it's allegation. We'll see what his

defenses are, but if they have records

showing these, you know, sort of

accesses of documents that weren't

necessary for him to hit, they'll look

good. Uh Tesla's dropping a little bit

today, down about 126. We did have a

little bit of a rally after positive

comments from Trump uh that he likes

Tesla. Uh, you know, no negative

comments on the press briefing this

morning with Trump, which is good for

for Tesla in the near term. Uh,

obviously broadly, we still have these

issues with um the Chinese trade war uh

and just tariffs more broadly, but but

at least in the near term, uh more

optimism just coming out of that White

House about Elon, hoping hoping that

there isn't like quiet retaliation

happening. That said, you know, the

California EV mandate could be a little

like the removal of that via uh

congressional resolution that was just

Trump, assigned by Trump, those could

sort of weaken some of the uh you know

bull thesis longer term for Tesla

vehicles, although that may not matter

much if we're going to a robo taxi uh

you know platform anyway. And then of

course uh the big beautiful bill killing

the $7,500 EV tax credit. Again though

may not matter if in the future the

intention for Tesla is that people won't

buy cars anyway that they're just going

to use robo taxis. We'll see. I

personally look forward to robo taxis

because I'm tired of getting into like

weirdo Uber rides where they want to

either nearly kill you because they're

really bad at driving

or they don't want to run the AC because

they're too too cheap to run the AC so

you're sweating your butt off back

there. and when you ask them to turn it

up, they turn it up like half a notch.

Uh or they insist on driving with the

windows down the whole time or they try

to sell you God. Uh or

I don't know, whatever other awkward

business cards they're handing out. And

it it's like the the experience

consistency in an Uber is like zero.

There should be like a rule like things

not to do when you're an Uber driver.

Uh, and there are allegations that Uber

drivers can get their reviews and

ratings reset every so often from Uber.

So, like if you got a bunch of onestar

reviews and your rating goes down to

like a four, they might just like reset

you to like a 4.9 star review and give

you another chance. These are rumors.

I've I've just heard those rumors. I

don't know if they're true, but like I'm

tired of Ubers because of that. Like I I

get frustrated when we take an Uber. I

mean, then we use Ubers, you know,

because when we're traveling, sometimes

it doesn't make sense to get a rental

car uh in a particular uh market, but uh

or or for for the use case that we have.

But uh

I look forward to robo taxis.

Anyway, go get them, Tesla.