Part 7/15:
The production cost of Optimus at scale is projected to be between $20,000 and $25,000 per unit, with initial estimates slightly higher. Elon attributes a significant portion of the cost—around $5,000 to $6,000—to the advanced AI chip, a product of Tesla’s collaboration with Samsung. Achieving economies of scale, Musk suggests, could bring the cost down to around $20,000 per robot once production hits one million units annually.
Demand for Optimus is expected to be enormous, with Musk indicating that the price will be market-driven, depending on the demand dynamics and supply parameters. Given Tesla’s proven track record of high demand for its vehicles, the supply chain and manufacturing capacity will likely become the primary bottlenecks rather than market interest.