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Optimus will make aging at home possible. Daily care. Quiet support. Zero drama. Comfort stays steady. Dignity stays protected. Independence stops feeling fragile. Tesla, Elon Musk

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Mario Nawfal

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BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.
1:43

BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.

Brian Krassenstein

2,692,879 Aufrufe • vor 2 Jahren

Elon Musk said the scale needed to deploy 100 GW/year of compute in space would require north of a million wafers starts per month. Tesla’s Terafab will be massive. Tesla AI Chips: •A14: Will achieve self-driving safety levels very far above human. • AI5: Will make the cars almost perfect and greatly enhance Optimus. Will also work for space at a low GW/year scale. • AI6: Optimus, Datacenters, and space also at a low GW/year scale. • AI7: >10GW/year compute in space • AI8: >100GW/year compute in space
1:20

Elon Musk said the scale needed to deploy 100 GW/year of compute in space would require north of a million wafers starts per month. Tesla’s Terafab will be massive. Tesla AI Chips: •A14: Will achieve self-driving safety levels very far above human. • AI5: Will make the cars almost perfect and greatly enhance Optimus. Will also work for space at a low GW/year scale. • AI6: Optimus, Datacenters, and space also at a low GW/year scale. • AI7: >10GW/year compute in space • AI8: >100GW/year compute in space

Nic Cruz Patane

29,627 Aufrufe • vor 5 Monaten

ELON MUSK: 2026 is going to be great for Tesla. • Massive production expansion across multiple factories and five major new production lines • Cybercab production starting in Texas, scaling through the year, with potential European manufacturing • Tesla Semi ramping up, heavy truck expansion targeting Europe next year • Full Self Driving rollout accelerating, with expected approval in the Netherlands and broader Europe • Goal of achieving real world AI so advanced you could sleep in the car and wake up at your destination • Optimus humanoid robot program advancing toward real world use cases • Optimus positioned to help with daily tasks like childcare, walking the dog, and elderly care • In house battery cell manufacturing scaling at Gigafactory level • Tesla lithium refinery operational in Texas • Tesla nickel cathode refinery running in Austin • Significant battery cell production ramp throughout the year • Potential expansion of Cybercab and Optimus manufacturing into Europe
3:36

ELON MUSK: 2026 is going to be great for Tesla. • Massive production expansion across multiple factories and five major new production lines • Cybercab production starting in Texas, scaling through the year, with potential European manufacturing • Tesla Semi ramping up, heavy truck expansion targeting Europe next year • Full Self Driving rollout accelerating, with expected approval in the Netherlands and broader Europe • Goal of achieving real world AI so advanced you could sleep in the car and wake up at your destination • Optimus humanoid robot program advancing toward real world use cases • Optimus positioned to help with daily tasks like childcare, walking the dog, and elderly care • In house battery cell manufacturing scaling at Gigafactory level • Tesla lithium refinery operational in Texas • Tesla nickel cathode refinery running in Austin • Significant battery cell production ramp throughout the year • Potential expansion of Cybercab and Optimus manufacturing into Europe

DogeDesigner

98,894 Aufrufe • vor 6 Monaten

For the last 10 years Elon Musk has promised that Teslas will be able to drive autonomously "next year". He has been lying every year. But, Tesla's driver monitoring system is such a sham that you can make your "Full Self-Driving" Tesla autonomous with this simple trick! (This demonstration was conducted under controlled conditions. Do not try this at home.)
1:53

For the last 10 years Elon Musk has promised that Teslas will be able to drive autonomously "next year". He has been lying every year. But, Tesla's driver monitoring system is such a sham that you can make your "Full Self-Driving" Tesla autonomous with this simple trick! (This demonstration was conducted under controlled conditions. Do not try this at home.)

The Dawn Project

3,032,713 Aufrufe • vor 1 Jahr

Elon Musk: “Hold on to your Tesla stock.” Because what’s coming isn’t just another car update—it’s an entirely new paradigm. From Optimus humanoid robots that could one day take care of your kids, walk your dog, and support elderly parents, to CyberCab scaling into mass production, to the Tesla Semi reshaping logistics—this isn’t one product, it’s a full ecosystem. Tesla is simultaneously building AI-powered humanoid labor, autonomous transport at scale, next-gen energy infrastructure through battery, lithium, and cathode production, and expanding global manufacturing across the US and Europe, with five factories ramping major production lines this year alone. And while most companies are focused on the next quarter, Musk is already talking about factories on the moon within 20 years.
2:55

Elon Musk: “Hold on to your Tesla stock.” Because what’s coming isn’t just another car update—it’s an entirely new paradigm. From Optimus humanoid robots that could one day take care of your kids, walk your dog, and support elderly parents, to CyberCab scaling into mass production, to the Tesla Semi reshaping logistics—this isn’t one product, it’s a full ecosystem. Tesla is simultaneously building AI-powered humanoid labor, autonomous transport at scale, next-gen energy infrastructure through battery, lithium, and cathode production, and expanding global manufacturing across the US and Europe, with five factories ramping major production lines this year alone. And while most companies are focused on the next quarter, Musk is already talking about factories on the moon within 20 years.

Ian Miles

223,666 Aufrufe • vor 5 Monaten

🆕Tea & Tesla #2 ⚡🍵 Herbert Ong this was a treat. sipping jasmine tea and chatting all things $TSLA with the one and only Herbert Ong 🎙️ on a beauuutiful sunny afternoon in the PNW 🌲☀️ 📜 How he got into being a Tesla Creator 🦿 Optimus potential ✅the VERY important upcoming 11/6 Tesla shareholder vote 🚖 Robotaxi expansion so much more! huge shoutout to The Rundown for sponsoring the show :) 0:00 Herbert Ong intro 0:44 First Cup of Tea is Poured 3:03 How Did You First Hear About Tesla? 5:31 Herbert’s Life Pre-Tesla 7:30 Retiring Into The Perfect Job 8:20 Why Do You Make Content? 9:38 Potential And Excitement About Humanoid Robots 11:00 When Will See Robots In The Home? 13:17 How Did You Feel When Optimus Was launched? 16:10 Potential of Tesla’s Optimus 19:40 Actuators causing Tesla Optimus Delays? 21:11 Elon Musk’s New Compensation Package / The Big Shareholder Vote 23:49 Delaware Court Case Update 25:03 Elon’s Mojo Is Back At Tesla 26:07 Sponsored by The Rundown THANK YOU!!🙏 27:13 Tesla Retail Investors (shoutout Ale𝕏andra Merz 🇺🇲 ) 33:32 Why Elon Wants 25% of Tesla 34:07 Tesla Robotaxi Expansion & Cybercab 37:04 Herbert Roasts Waymo 39:35 Franz Dropping Robovan Secrets 40:41 Other Cybercab Gossip
44:27

🆕Tea & Tesla #2 ⚡🍵 Herbert Ong this was a treat. sipping jasmine tea and chatting all things $TSLA with the one and only Herbert Ong 🎙️ on a beauuutiful sunny afternoon in the PNW 🌲☀️ 📜 How he got into being a Tesla Creator 🦿 Optimus potential ✅the VERY important upcoming 11/6 Tesla shareholder vote 🚖 Robotaxi expansion so much more! huge shoutout to The Rundown for sponsoring the show :) 0:00 Herbert Ong intro 0:44 First Cup of Tea is Poured 3:03 How Did You First Hear About Tesla? 5:31 Herbert’s Life Pre-Tesla 7:30 Retiring Into The Perfect Job 8:20 Why Do You Make Content? 9:38 Potential And Excitement About Humanoid Robots 11:00 When Will See Robots In The Home? 13:17 How Did You Feel When Optimus Was launched? 16:10 Potential of Tesla’s Optimus 19:40 Actuators causing Tesla Optimus Delays? 21:11 Elon Musk’s New Compensation Package / The Big Shareholder Vote 23:49 Delaware Court Case Update 25:03 Elon’s Mojo Is Back At Tesla 26:07 Sponsored by The Rundown THANK YOU!!🙏 27:13 Tesla Retail Investors (shoutout Ale𝕏andra Merz 🇺🇲 ) 33:32 Why Elon Wants 25% of Tesla 34:07 Tesla Robotaxi Expansion & Cybercab 37:04 Herbert Roasts Waymo 39:35 Franz Dropping Robovan Secrets 40:41 Other Cybercab Gossip

Gali

45,012 Aufrufe • vor 11 Monaten

FSD supervised in Europe: Another great video of our drive with FSD supervised in Dusseldorf, Germany yesterday. Here you can clearly see how the Tesla Model 3 stays fully in control in a busy area again. Passing two parked vehicles in the street (on our lane), seeing the second vehicle even before me, reacting to a fast biker that suddenly comes from the right side, and smoothly driving over tramrails on the left lane with no markings on the street at all. FSD is so needed in Europe, it will not only make our lives safer but also so much more relaxed. What a pleasure it was to be in this car, even when we were not driving (yet). Tesla Europe, Middle East & Africa Tesla_Calle Teslarati Whole Mars Catalog Tesla Owners Silicon Valley Maye Musk S.E. Robinson, Jr. Elon Musk TeslaGermany_ Alex
2:40

FSD supervised in Europe: Another great video of our drive with FSD supervised in Dusseldorf, Germany yesterday. Here you can clearly see how the Tesla Model 3 stays fully in control in a busy area again. Passing two parked vehicles in the street (on our lane), seeing the second vehicle even before me, reacting to a fast biker that suddenly comes from the right side, and smoothly driving over tramrails on the left lane with no markings on the street at all. FSD is so needed in Europe, it will not only make our lives safer but also so much more relaxed. What a pleasure it was to be in this car, even when we were not driving (yet). Tesla Europe, Middle East & Africa Tesla_Calle Teslarati Whole Mars Catalog Tesla Owners Silicon Valley Maye Musk S.E. Robinson, Jr. Elon Musk TeslaGermany_ Alex

Esther Rebers

44,420 Aufrufe • vor 9 Monaten

ELON MUSK: "I have immense respect for TSMC and Samsung. We have worked with both at Tesla and at SpaceX. They are great companies and we want them to make our chip as quickly as they can and scale upto as high as possible volume. But it doesn't appear to be fast enough and when I asked how long will it take to start to finish to get a new chip fab built? They tell me five years. I am like five years to me is an eternity."
1:09

ELON MUSK: "I have immense respect for TSMC and Samsung. We have worked with both at Tesla and at SpaceX. They are great companies and we want them to make our chip as quickly as they can and scale upto as high as possible volume. But it doesn't appear to be fast enough and when I asked how long will it take to start to finish to get a new chip fab built? They tell me five years. I am like five years to me is an eternity."

DogeDesigner

53,522 Aufrufe • vor 9 Monaten

From fragile to flourishing — it’s hard to believe how far Toto has come. When he was rescued - brought to us in Ithumba by some of our ex-orphans! - Toto was frightened and alone. He arrived at our Kaluku Neonate Nursery in poor condition, requiring round-the-clock care, but even then with a big personality! Today, he’s one of the most steady and nurturing elephants in our little Kaluku herd — with a big soft spot for his pseudo elephant sister 'Korbessa'. This #TransformationTuesday, we celebrate Toto’s journey and the incredible support that helped make it possible. Be part of his story:
1:03

From fragile to flourishing — it’s hard to believe how far Toto has come. When he was rescued - brought to us in Ithumba by some of our ex-orphans! - Toto was frightened and alone. He arrived at our Kaluku Neonate Nursery in poor condition, requiring round-the-clock care, but even then with a big personality! Today, he’s one of the most steady and nurturing elephants in our little Kaluku herd — with a big soft spot for his pseudo elephant sister 'Korbessa'. This #TransformationTuesday, we celebrate Toto’s journey and the incredible support that helped make it possible. Be part of his story:

Sheldrick Wildlife Trust

15,699 Aufrufe • vor 1 Jahr

The true measure of public service is found in how it responds to quiet moments of human vulnerability. At its best, healthcare does more than treat illness; it restores dignity, independence, and the confidence to live everyday life without fear. At Renuka Eye Hospital, this commitment took meaningful shape under #Sebaashray2, where 18 patients underwent successful eye cataract surgeries. For each of them, failing vision had gradually limited independence, turning simple daily routines into uncertainty and dependence. From diagnosis to recovery, the focus remained firmly on the patient, with continuity of care and compassion guiding every step. For those who walked out with clearer sight, Sebaashray 2 offered more than medical treatment. It offered reassurance that the system stands with them, that care will arrive without hesitation, and that service, when rooted in compassion, can quietly change lives.
0:55

The true measure of public service is found in how it responds to quiet moments of human vulnerability. At its best, healthcare does more than treat illness; it restores dignity, independence, and the confidence to live everyday life without fear. At Renuka Eye Hospital, this commitment took meaningful shape under #Sebaashray2, where 18 patients underwent successful eye cataract surgeries. For each of them, failing vision had gradually limited independence, turning simple daily routines into uncertainty and dependence. From diagnosis to recovery, the focus remained firmly on the patient, with continuity of care and compassion guiding every step. For those who walked out with clearer sight, Sebaashray 2 offered more than medical treatment. It offered reassurance that the system stands with them, that care will arrive without hesitation, and that service, when rooted in compassion, can quietly change lives.

Abhishek Banerjee

237,244 Aufrufe • vor 8 Monaten

This is a great discussion by Elon Musk at the WEF in Davos on how Optimus will help the elderly. Our population is aging rapidly. Just the other day my grandmother fell and broke her hip. She lives by herself about an hour drive from me, so it's difficult to be there all the time. She was found on the floor laying for 5 hours. The only way we knew something was wrong was because she wasn't answering the phone, we had to drive an hour to see what happened. She refuses a caregiver who lives in the neighborhood to come in and check in on her, she insists that she doesn't need help. Optimus would be a huge lifesaver for her. She can still maintain her independence and have Optimus there to help her when she needs it. Optimus can adjust its help based on her personality and observing what she needs help with so she can still feel independent and active without all the dangers that come with being nearly 90 years old.
1:12

This is a great discussion by Elon Musk at the WEF in Davos on how Optimus will help the elderly. Our population is aging rapidly. Just the other day my grandmother fell and broke her hip. She lives by herself about an hour drive from me, so it's difficult to be there all the time. She was found on the floor laying for 5 hours. The only way we knew something was wrong was because she wasn't answering the phone, we had to drive an hour to see what happened. She refuses a caregiver who lives in the neighborhood to come in and check in on her, she insists that she doesn't need help. Optimus would be a huge lifesaver for her. She can still maintain her independence and have Optimus there to help her when she needs it. Optimus can adjust its help based on her personality and observing what she needs help with so she can still feel independent and active without all the dangers that come with being nearly 90 years old.

Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦

5,563,162 Aufrufe • vor 7 Monaten

Elon Musk: You might be able to download a snapshot of your mind to an Optimus robot within 20 years. Question from the audience: “Do you see a path for Optimus to have human consciousness downloaded to it?” Elon: “It's not immediate, but if you say, down the road, would you be able to, say, with a Neuralink, have a snapshot of what is an approximate snapshot of somebody's mind and then upload that approximate snapshot to an Optimus body? I think that at some point that technology becomes possible, and it's probably less than 20 years. Of course you won't quite be the same; you'll be a little different because you'll be in a robot body, and the mental snapshot will not be precise. It'll probably be pretty close, but not exactly the same. On the other hand, are you the same person that you were five years ago? Nope. I mean a lot of things have changed, so. Yeah. But I guess at some point if you want to be uploaded to a robot body, my guess is that becomes possible.” Tesla Shareholder Meeting, November 6, 2025
1:06

Elon Musk: You might be able to download a snapshot of your mind to an Optimus robot within 20 years. Question from the audience: “Do you see a path for Optimus to have human consciousness downloaded to it?” Elon: “It's not immediate, but if you say, down the road, would you be able to, say, with a Neuralink, have a snapshot of what is an approximate snapshot of somebody's mind and then upload that approximate snapshot to an Optimus body? I think that at some point that technology becomes possible, and it's probably less than 20 years. Of course you won't quite be the same; you'll be a little different because you'll be in a robot body, and the mental snapshot will not be precise. It'll probably be pretty close, but not exactly the same. On the other hand, are you the same person that you were five years ago? Nope. I mean a lot of things have changed, so. Yeah. But I guess at some point if you want to be uploaded to a robot body, my guess is that becomes possible.” Tesla Shareholder Meeting, November 6, 2025

ELON CLIPS

49,486 Aufrufe • vor 9 Monaten

Elon Musk on how to get people to believe in your startup “If you think about a company, a company is a group of people that are organized to create a product or service. So in order to create such a thing, you have to convince others to join you in your effort.” But, as Elon explains, this is hard in the beginning: “In the beginning, there will be few people who believe in you or what you’re doing. But then over time — as you make progress — the evidence will build and more and more people will believe in what you’re doing.” So, Elon argues, the first thing you should do when starting a company is create a good demo or mock-up so that people can really envision what it’s about. “Try to get to that point as soon as possible, and then iterate to make it as real as possible, as fast as possible.” A good example of this is the Tesla Roadster. Tesla debuted the concept vehicle in 2006 with a famous photograph of co-founder J. B. Straubel driving California Governor Arnold Schwarzenegger. Tesla was a long way from mass-producing the Roadster at any level of affordability, but the demo made their vision more real and helped Tesla secure additional funding. This funding bought the company more time and resources to deliver its first 500 vehicles between February 2008 and June 2009. Video source: Computer History Museum (2013)
0:46

Elon Musk on how to get people to believe in your startup “If you think about a company, a company is a group of people that are organized to create a product or service. So in order to create such a thing, you have to convince others to join you in your effort.” But, as Elon explains, this is hard in the beginning: “In the beginning, there will be few people who believe in you or what you’re doing. But then over time — as you make progress — the evidence will build and more and more people will believe in what you’re doing.” So, Elon argues, the first thing you should do when starting a company is create a good demo or mock-up so that people can really envision what it’s about. “Try to get to that point as soon as possible, and then iterate to make it as real as possible, as fast as possible.” A good example of this is the Tesla Roadster. Tesla debuted the concept vehicle in 2006 with a famous photograph of co-founder J. B. Straubel driving California Governor Arnold Schwarzenegger. Tesla was a long way from mass-producing the Roadster at any level of affordability, but the demo made their vision more real and helped Tesla secure additional funding. This funding bought the company more time and resources to deliver its first 500 vehicles between February 2008 and June 2009. Video source: Computer History Museum (2013)

Startup Archive

27,436 Aufrufe • vor 1 Jahr

In 2014, Elon Musk was asked whether he would stay on as the CEO of Tesla, given that he had his plate full with two companies. (Ten years ago, running 2 major companies was seen as a lot for Elon) He said that he would stay for 4 or 5 years, through 2018 - 2019, to see the ramp of the Model 3 through to completion. After Elon and his team successfully ramped the Model 3 to profitability (which by the way everyone also said was impossible), Elon was supposed to leave and choose a new CEO to run Tesla. Instead, we got the revolutionary 2018 compensation plan that retained Elon as CEO for the future by offering him stock options if he could take Tesla to heights that were considered "laughably impossible" by the media at the time. Against all odds, Elon achieved every single goal in the plan, and Tesla hit a $650 billion market cap. And it didn't stop there, as we all know. Elon stayed as CEO long past when his tour of duty was supposed to be over, and made Tesla a global success story. Then courts struck his comp plan down. Most CEOs would probably leave at this point. You offered me stock options so I would stay on as CEO, the plan got invalidated... why am I still dealing with the daily headaches and insane drama of running this company? But Elon is not most CEOs. He cared about his shareholders, and he stayed and made sure their investment was protected. And shareholders have done very well. Tomorrow, at Tesla's 2025 shareholder meeting, we have a chance to retain Elon for the future, make sure he has control of the company — not Wall Street — and right the wrongs of the 2018 plan. Elon kept his end of the deal for us, let's keep up our end of the deal to him. If we don't, we will realize as we face the impossible task of replacing him just what someone like him is worth. That's why I'm voting yes today with every $TSLA share I own. Who else is with me?
2:18

In 2014, Elon Musk was asked whether he would stay on as the CEO of Tesla, given that he had his plate full with two companies. (Ten years ago, running 2 major companies was seen as a lot for Elon) He said that he would stay for 4 or 5 years, through 2018 - 2019, to see the ramp of the Model 3 through to completion. After Elon and his team successfully ramped the Model 3 to profitability (which by the way everyone also said was impossible), Elon was supposed to leave and choose a new CEO to run Tesla. Instead, we got the revolutionary 2018 compensation plan that retained Elon as CEO for the future by offering him stock options if he could take Tesla to heights that were considered "laughably impossible" by the media at the time. Against all odds, Elon achieved every single goal in the plan, and Tesla hit a $650 billion market cap. And it didn't stop there, as we all know. Elon stayed as CEO long past when his tour of duty was supposed to be over, and made Tesla a global success story. Then courts struck his comp plan down. Most CEOs would probably leave at this point. You offered me stock options so I would stay on as CEO, the plan got invalidated... why am I still dealing with the daily headaches and insane drama of running this company? But Elon is not most CEOs. He cared about his shareholders, and he stayed and made sure their investment was protected. And shareholders have done very well. Tomorrow, at Tesla's 2025 shareholder meeting, we have a chance to retain Elon for the future, make sure he has control of the company — not Wall Street — and right the wrongs of the 2018 plan. Elon kept his end of the deal for us, let's keep up our end of the deal to him. If we don't, we will realize as we face the impossible task of replacing him just what someone like him is worth. That's why I'm voting yes today with every $TSLA share I own. Who else is with me?

Whole Mars Catalog

118,422 Aufrufe • vor 9 Monaten

Elon Musk: I have much respect for TSMC and Samsung, and we've worked with both TSMC and Samsung, at Tesla and at SpaceX. TSMC and Samsung are great companies and we want them to make our chip as quickly as they can and scale up to as highest possible volume that that they're comfortable doing But, it's it doesn't appear to be fast enough and when I ask how long will it take to from start to finish to get a new chip fab built, they tell me five, five years to get to blank production. I'm like, five years to me is an eternity
3:11

Elon Musk: I have much respect for TSMC and Samsung, and we've worked with both TSMC and Samsung, at Tesla and at SpaceX. TSMC and Samsung are great companies and we want them to make our chip as quickly as they can and scale up to as highest possible volume that that they're comfortable doing But, it's it doesn't appear to be fast enough and when I ask how long will it take to from start to finish to get a new chip fab built, they tell me five, five years to get to blank production. I'm like, five years to me is an eternity

X Freeze

142,877 Aufrufe • vor 9 Monaten

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.
1:08

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.

Dustin

66,374 Aufrufe • vor 5 Monaten

Elon Musk just made the boldest product prediction in modern business: Optimus will be 10 times larger than the biggest product ever created. Not comparable to the largest products. Ten times bigger than whatever holds that record now. Musk: “I think it will be 10 times bigger than the next biggest product ever made.” The claim sounds delusional until you trace the logic. Mass-market humanoid robots need three things simultaneously: real intelligence, natural language understanding, and manufacturing at scale with mass-market pricing. That combination is almost impossible. Most companies have one element, maybe two. Nobody else has all three solved. Musk: “Tesla is the only company with all the required ingredients.” AI trained on physical world tasks, not just text. Vision systems proven across millions of vehicles. Autonomous decision-making deployed at scale. Manufacturing capability producing complex products in millions of units affordably. Cost discipline through vertical integration. Every required component already exists inside Tesla, developed for cars but transferable to humanoid form. Musk: “You should be able to ask them to do things naturally.” When robots understand natural commands and execute tasks autonomously, usefulness becomes universal. Not specialized equipment for factories. General-purpose capability adapting to any physical task you need done. Universal usefulness means market size stops being defined by applications. It becomes defined by human labor itself. Musk: “Nothing will even be close.” The prediction isn’t that Optimus succeeds. It’s that success creates commercial value exceeding everything in history by an order of magnitude. Useful robots at consumer prices don’t sell in millions. They sell in billions. Every home. Every business. Every job currently requiring human physical presence. The addressable market becomes all human labor. And human labor is the largest market in existence. Tesla possesses the complete capability stack. AI, manufacturing, cost optimization, real-world deployment experience. The exact combination required to build genuinely useful robots at prices enabling mass adoption. If the prediction holds, this isn’t a product category. It’s the product category that makes everything else look like rounding errors. The iPhone revolutionized communication and sold over 2 billion units. Optimus targets physical labor, a market orders of magnitude larger, with comparable adoption potential if the capability delivers. Ten times bigger than the next biggest product isn’t hyperbole if you’re solving human physical labor at consumer economics. It’s just math on what happens when scarcity in the largest market disappears.
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Elon Musk just made the boldest product prediction in modern business: Optimus will be 10 times larger than the biggest product ever created. Not comparable to the largest products. Ten times bigger than whatever holds that record now. Musk: “I think it will be 10 times bigger than the next biggest product ever made.” The claim sounds delusional until you trace the logic. Mass-market humanoid robots need three things simultaneously: real intelligence, natural language understanding, and manufacturing at scale with mass-market pricing. That combination is almost impossible. Most companies have one element, maybe two. Nobody else has all three solved. Musk: “Tesla is the only company with all the required ingredients.” AI trained on physical world tasks, not just text. Vision systems proven across millions of vehicles. Autonomous decision-making deployed at scale. Manufacturing capability producing complex products in millions of units affordably. Cost discipline through vertical integration. Every required component already exists inside Tesla, developed for cars but transferable to humanoid form. Musk: “You should be able to ask them to do things naturally.” When robots understand natural commands and execute tasks autonomously, usefulness becomes universal. Not specialized equipment for factories. General-purpose capability adapting to any physical task you need done. Universal usefulness means market size stops being defined by applications. It becomes defined by human labor itself. Musk: “Nothing will even be close.” The prediction isn’t that Optimus succeeds. It’s that success creates commercial value exceeding everything in history by an order of magnitude. Useful robots at consumer prices don’t sell in millions. They sell in billions. Every home. Every business. Every job currently requiring human physical presence. The addressable market becomes all human labor. And human labor is the largest market in existence. Tesla possesses the complete capability stack. AI, manufacturing, cost optimization, real-world deployment experience. The exact combination required to build genuinely useful robots at prices enabling mass adoption. If the prediction holds, this isn’t a product category. It’s the product category that makes everything else look like rounding errors. The iPhone revolutionized communication and sold over 2 billion units. Optimus targets physical labor, a market orders of magnitude larger, with comparable adoption potential if the capability delivers. Ten times bigger than the next biggest product isn’t hyperbole if you’re solving human physical labor at consumer economics. It’s just math on what happens when scarcity in the largest market disappears.

Dustin

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