Tag: Optimus
The Humanoid Robot Market Is Smaller Than It Looks
Humanoid robot narratives usually begin with market size, not with the physics of the work, and that leads to distorted expectations. The common framing treats all human labor as addressable, which implies a market measured in tens of trillions of dollars if one aggregates global wages across sectors. Zach Shahan … [continued]
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Who Is Tesla Selling 1 Million Humanoid Robots A Year To?
In its latest quarterly report for shareholders, Tesla mentions “robots” three times. Two of those times were in the “Robotics” paragraph/section: “Preparations for our first large-scale Optimus factory will begin shortly in Q2. The first-generation line, designed for 1 million robots a year, will replace the Model S and Model … [continued]
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Elon Musk’s Nutso Comments on US National Debt & Robots
Elon Musk said on the latest quarterly Tesla conference call, last week, that the first production line for the company’s Optimus robot would go online this year — this quarter even — and that this production line would be able to produce 1 million robots a year. This Optimus production … [continued]
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Is XPENG Building A Better “Tesla”?
Last week, reports indicated that Tesla was working on a smaller, more affordable model again. Even though it is reportedly in the initial stages of development, people got excited at the prospect of a more affordable Tesla. The share price was up for the week. Also last week, China’s Ministry … [continued]
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Tesla Analyst Thinks Tesla Could Merge With SpaceX In 2027
SpaceX is on the verge of a giant IPO (initial public offering). Once upon a time, Elon Musk said that he never wanted to take a company public again, because he didn’t like the public oversight and annoying questions from analysts every quarter. But I guess Musk doesn’t really run … [continued]
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