Elon Musk says that Tesla goals to construct 10,000 Optimus robots this yr, however he admits that it’s an formidable aim.
With Tesla’s automotive enterprise being down final yr, Tesla CEO Elon Musk turned once more to humanoid robots to stoke positivity amongst buyers.
Through the convention name following the discharge of its This autumn 2024 earnings, Musk claimed that Tesla is aiming to construct 10,000 Optimus robots in 2025:
The traditional inner plan requires roughly 10,000 Optimus robots to be constructed this yr.
Nonetheless, he highlighted that it’s an inner aim and it’s extra possible that Tesla will find yourself constructing just a few thousand models. However he additionally says that these models can be performing helpful work at Tesla:
“Will we reach constructing 10,000 precisely by the top of December this yr? In all probability not, however will we reach making a number of thousand? Sure, I feel we are going to. Will these a number of thousand Optimus robots be doing helpful issues by the top of the yr? Sure, I’m assured they’ll do helpful issues.”
Tesla already introduced that it has just a few Optimus prototypes working at its manufacturing facility, however we haven’t seen vital proof of that.
For probably the most half, Tesla has solely demoed robots being teleoperated by people.
Musk then made some even wilder feedback about Optimus, claiming that “it gained’t be lengthy earlier than Tesla is making 100 million of these items a yr.”
He claimed that he believes the Optimus program will ultimately account for the overwhelming majority of Tesla’s revenues.
The CEO added that Tesla is at present designing a manufacturing stay for 1,000 models a month. The subsequent line might be able to 10,000 models a month. Tesla is engaged on a model 2 of Optimus that Musk claims might be produced at a fee of 100,000 models monthly and it’ll launch subsequent yr.
Talking of subsequent yr, Musk mentioned that it’s when Tesla plans to begin promoting the robotic to third-parties slightly than solely utilizing them itself.
When it comes to pricing, the CEO mentioned he sees the robotic promoting for lower than $20,000 as soon as it’s produced at a fee of 1 million models per yr.
Electrek’s Take
I’m really bullish on Optimus and humanoid robots normally. We now have the robotics expertise to make helpful robots, and AI is advancing quick sufficient that it is smart to deploy it in humanoid type that may take over human duties slightly than specialised robots that require adjustments within the working atmosphere.
The humanoid type permits you to decrease deployment prices, as you don’t want to alter the rest.
I do see Tesla having a number of experience, giving it benefits in creating humanoid robots, however I’m not prepared to say that it will likely be probably the most impactful firm in house. There are already a number of rivals.
I feel it’s protected to chop all of the numbers Elon shared in half and pushed the timeline just a few years again.