Musk Says Tesla Robots Could Earn $30 Trillion Annually

• Elon Musk predicts Tesla’s robot revenue could eclipse the entire U.S. economy
• New Optimus humanoid robot expected to enter production in 2025
• Musk describes AI growth as a “supersonic tsunami” transforming Tesla’s future

Tesla CEO Elon Musk says the company could one day generate $30 trillion in annual revenue, purely from humanoid robots.

Speaking via video at a Tesla Owners fan event in San Mateo, California, Musk said the third version of the company’s Optimus robot is ready for mass production, with a few hundred units targeted by the end of 2025. “There’s a long way to go between here and making one billion robots a year,” he cautioned.

Still, Musk outlined a potential market of 20 billion robots worldwide, more than twice the number of smartphones in use today. If Tesla produced one billion units annually at $30,000 each, “that would be $30 trillion in revenue,” he said, while acknowledging the figure was hypothetical.

The shift in focus from electric vehicles to AI-driven robotics marks a dramatic evolution in Tesla’s ambitions. “Robots will become the world’s biggest product,” Musk told fans. He added that the Optimus robot blends Tesla’s AI and advanced manufacturing technologies developed originally for self-driving cars.

Currently, the robot’s role is limited, but Musk believes robots capable of housework, caregiving, or industrial labour could soon rival essential household appliances. “Hard labor is essentially eliminated,” Musk said of the long-term vision. “We are designing them to learn, see, and act like humans.”

This vision comes as AI’s pace continues to shock even its biggest backers. Musk called AI’s progress a “supersonic tsunami,” powering not just Tesla’s vehicles and robots but likely future services. The company’s AI investments now underpin both its autonomous driving systems and robotics programmes.

Despite the bold forecast, Tesla’s financials remain in flux. Following disappointing earnings last week, shares dropped 8% before rebounding. The stock remains down 22% this year, though up 44% over the past 12 months. Tesla is still trading at nearly 180 times projected 2025 earnings.

For small shareholders and fans—who collectively own over 40% of Tesla stock—Musk’s robot vision could either reshape global labour markets or remain just another moonshot. Either way, the road to $30 trillion begins with a few hundred robots, built by hand, in 2025.

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