Tesla’s Optimus robot could bring in over $10 trillion in revenue, Musk says

Published 30/01/2025, 13:08
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On Wednesday, Tesla (NASDAQ:TSLA)’s CEO Elon Musk shared an ambitious vision for its humanoid robot, Optimus, suggesting a potential to generate revenues exceeding $10 trillion. According to Musl, the training needs for Optimus are significantly higher than those for its automotive products, estimating that the robot could require ten times the training to perform a wide array of tasks.

Tesla’s CEO highlighted the vast number of roles a humanoid robot could fill compared to a vehicle, suggesting that while the training doesn’t scale by a thousandfold, it is substantially more complex. Despite the greater training demands, Tesla plans to scale the training progressively, matching the output of robots to avoid exorbitant costs.

The company also noted that the cost of training is decreasing over time, which could make the extensive training required for Optimus more economically feasible. Tesla’s leadership expressed confidence in the revenue-generating potential of Optimus, stating that even a $500 billion investment in training compute would be considered a good deal given the robot’s prospects.

Tesla is at a pivotal moment, with plans to launch unsupervised full self-driving as a paid service in Austin come June. This move underscores the company’s commitment to innovation and its belief in a future markedly different from the past. Tesla’s vision for Optimus represents a significant leap in the potential applications of robotics and artificial intelligence in everyday life.

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