TSLA: What Elon Says with the Robotics Future?
I always take what Elon says with a pinch of salt but directionally he's been correct almost every time.
Here's what he's saying on the robotics future:
1. Reinforced Optimus will be potentially the biggest product ever.
-> Optimus 3 targets 1M units/year
-> Optimus 4 targets 10M units/year
Think of the numbers on that in terms of potential revenue:
Assuming ~$30k value and selling all units (very broad assumption):
-> Optimus 3 = $30B/year
-> Optimus 4 = $300B/year
Longer term remember Elon calls the revenue potential "north of $10 trillion."
Probably early. Very early.
But directionally he's consistently correct and this has to give you some confidence in the robotics future:
$Churchill Capital Corp XI(CCXI)$
2. Musk also hinted at "super human dexterity" too in the future.
Clear look through to:
-> Actuators & Bearings:
$MOG
-> Harmonic Drives: Harmonic Drive (6324)
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