"That idea is even more prudent in today's landscape than ever, especially as Tesla leans more on its prowess as an AI, autonomy, and robotics company rather than one that just makes electric cars. Musk solidified that point on Monday, as he revealed that he believes the vast majority of Tesla's valuation will rely on a project that the company has been developing for several years."
""It's one of those things where I think long term, Optimus will be - Optimus has the potential to be north of $10 trillion in revenue, like it's really bananas. So, that, you can obviously afford a lot of training compute in that situation. In fact, even $500 billion training compute in that situation would be quite a good deal.""
Tesla is shifting emphasis from vehicle manufacturing toward AI, autonomy, and robotics as core drivers of future growth. Optimus is expected to become the primary value driver, representing roughly 80% of the company's market valuation as it rolls out. Optimus aims to change labor dynamics across factories, households, and workplaces by automating tasks. Long-term projections estimate Optimus could generate north of $10 trillion in revenue and support massive investments in training compute. Analysts anticipate early Optimus deployments will handle moving and staging parts within Tesla facilities within about a year, signaling industrial adoption and a potential reordering of Tesla's revenue mix.
Read at TESLARATI
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