Elon Musk predicts Tesla’s Optimus robots could drive $30T in annual revenue, marking a bold AI pivot beyond electric vehicles.
Elon Musk turned heads at a Tesla fan event last weekend in San Mateo, California — not by hyping electric cars, but by pitching a future where humanoid robots drive Tesla’s growth.
Appearing virtually at the Tesla Owners of Silicon Valley “Takeover” party, Musk predicted that Tesla’s Optimus robots could one day generate $30 trillion in annual revenue.
“Hypothetically, if Tesla was making one billion of these a year… maybe on the order of $30,000, I’m just guessing here, that’s $30 trillion in revenue,” he said. He followed it up with a dose of realism and continued, “Long way to go between here and making one billion robots a year.”
The shift in Tesla’s focus highlights how quickly and deeply the tech giant is pivoting toward AI-driven robotics. Musk called robots “probably the world’s biggest product.” He estimated a market for 20 billion of them, which is more than twice the number of smartphones on the planet today.AI is the engine behind Tesla’s robot future
Tesla’s Optimus robot is currently on its third version, which Musk said is finally ready for volume production.
