Part 11/14:
While the market for robo taxis may face saturation at around 20 million vehicles, the potential market for humanoid robots is enormous—possibly reaching hundreds of millions or billions of units across households, manufacturing, healthcare, and emergency services.
Tesla’s approach involves reinvesting profits into AI compute and manufacturing scale, with high expectations that humanoids can become a recurring revenue stream. However, the risk remains that without extraordinary effort—billions of dollars and cutting-edge engineering—these robots might continue to be aspirational rather than practical for widespread everyday use.