Morgan Stanley analyst Adam Jonas indicated that Tesla could realize significant savings by substituting part of its workforce with Optimus robots, estimating that replacing 10% of its 125,665 employees could save $2.5 billion. The report noted Tesla's recent vehicle deliveries, totaling 384,122, were close to estimates. Jonas raised concerns about Tesla Energy, reporting flat battery storage deployments at 9.6 GWh, below expectations of 14 GWh. Additionally, he warned that Elon Musk's political ambitions could impact Tesla's operations and stock performance.
Tesla has 125,665 employees worldwide (year-end 2024). On our calculations, a 10% substitution to humanoid at approximately ($200k NPV/humanoid) could be worth approximately $2.5bn.
Morgan Stanley had expected Tesla Energy to post battery storage deployments of 14 GWh in the second quarter; however, deployments remained flat year over year at 9.6 GWh.
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