Elon Musk has shifted his stance on artificial intelligence, acknowledging that he resisted AI development for too long but now considers it a critical and competitive focus. He emphasized Tesla's leading position in real-world AI, stating the company is far ahead of competitors like Google in terms of inference efficiency and intelligence density. Musk highlighted Tesla's Optimus robot, announcing plans for it to deliver food to cars by next year. He also revealed that the upcoming Optimus Gen 3 is a complete redesign intended for volume production, representing a significant upgrade from previous versions. Musk projected that if Tesla were to mass-produce Optimus robots at scale, potentially a billion units annually priced around $30,000 to $50,000 each, the revenue could reach up to $30 trillion. Additionally, Musk suggested that Tesla's valuation could rise to between $25 trillion and $30 trillion with successful execution, despite current revenue and sales declines in some markets. He described AI as a "supersonic tsunami," underscoring the rapid pace of technological advancement. These remarks were made in various posts and events, including the recent 'X Takeover' event.
Elon Musk today on @Tesla's Optimus robot: "Hypothetically, if Tesla were making a billion of these a year at scale — maybe it would be $30,000 each, I'm just guessing — that’s $30 trillion in revenue." via @theXtakeover https://t.co/keZdOcz0Xz
Elon at the ‘X Takeover’ event today: Optimus V3 is the right design to go into volume production. It’s a significant redesign from V2. In fact, almost nothing stays the same. We faced the choice of making several thousand of Optimus V2 where the design can be much better, or https://t.co/Xm14enXMBp
"Tesla's valuation could hit $25 trillion to $30 trillion if we execute well." 一 Elon Musk https://t.co/cNY3JFbkJF