Recall we reported on Sunday that Tesla had made 343,830 deliveries for Q3 2022. The number marked a new record for the company, but missed expectations from Wall Street, which were around 357k vehicles to be delivered. 

As always, there was blame to go around - and none of it fell on Tesla or Elon Musk. The company blamed logistics for its miss and noted that a number of vehicles were "in transit". 

"Historically, our delivery volumes have skewed towards the end of each quarter due to regional batch building of cars.  As our production volumes continue to grow, it is becoming increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks," the company wrote in its Sunday press release. 

"In Q3, we began transitioning to a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.  These cars have been ordered and will be delivered to customers upon arrival at their destination."

The poor deliveries report followed the company's "AI Day" on Friday, where it revealed its "Optimus" humanoid robot. And while the sell side might still be sticking with Musk, AI and robotics professionals had a different take on the company's robot reveal. 

AI researcher Filip Piekniewski called the robots "next level cringe-worthy" and a "complete and utter scam" on Twitter. It would be "good to test falling, as this thing will be falling a lot," he said. 

"Extraordinary claims require extraordinary evidence. What they've shown was a lame robotic demo and they bragged about 'solving' what everyone in the field already 'solved' years ago, and didn't mention a word about any actual progress in solving the stuff nobody yet solved," he continued.