Part 8/14:
He predicts that by 2026, Optimus will perform a wide array of tasks through generalization from core primitives—such as walking, grasping, and manipulating objects—yet cautions that mass production and scaling remain significant challenges. Despite hurdles, he discussed the possibility of producing over a billion units annually at a manufacturing cost well below traditional industrial robots.
The Financial and Market Outlook
Elon Musk expressed unwavering belief that Tesla will dominate AI-driven markets, with a long-term valuation potentially exceeding $30 trillion. He estimates that autonomous taxis alone could reach a $5-7 trillion market cap by 2029, with robotaxi networks powered by Tesla’s AI software.