Part 5/12:
Tesla’s humanoid robot, “Optimus,” represents an even more revolutionary initiative, aiming to redefine physical labor and automation. Elon Musk predicts this could be a $25-40 trillion opportunity by replacing and enhancing human work capacity.
Predictions for Optimus include:
First significant production and deployment in 2026
Conservative projection of 25,000 units in 2026, escalating to 1 million units by 2030
Total deployment potentially reaching around 1.6 billion robots by 2040, covering a substantial fraction of global labor needs
Tesla's vertically integrated approach and advances in AI, actuators, and manufacturing make this a realistic, if ambitious, pathway to a future where humanoid robots become ubiquitous.