Recently, Musk posited the idea that Tesla is staring down a $200 trillion opportunity called Optimus. The best part? It has nothing to do with the company’s core electric vehicle (EV) business.
Let’s dig into Musk’s remarks and explore how real the opportunity is.
What is Tesla Optimus?
Most people are familiar with Tesla because of the company’s EVs. But what you may not know is that Tesla also has several ambitions in the realm of artificial intelligence (AI).
One of the company’s biggest AI projects revolves around humanoid robotics, which it calls Optimus. Essentially, Tesla is using machine learning to train human-sized robots on how to perform basic tasks.
The vision is that Optimus bots will become handy enough to supplement the human workers in Tesla’s factories.
“The Optimus numbers, they’re so mind-blowing that you’re like, is this real?
I actually think the market for humanoid robots is in excess of 10 billion units, more than the number of humans.
Because… pic.twitter.com/EjyqHab4Zi