> First, there was no clearly outlined vision for what Optimus would do, nor much justification for why Tesla is building the robot the in this specific way. There was no decisive justification for why to use a humanoid robot (rather than e.g. just an arm), no clarity about the first big application, no clear go-to-market strategy, and no clear product differentiator.

There wasn't much to the demo and none of this was stated. I myself assumed that the context was to replace the remaining human labourers at Tesla factories and sell to other factories that already have the 'just an arm' automation. In that light I do see it as differentiated--it was never meant to be as general a solution but achieve better results/cost in specific contexts.