Tesla(TSLA) The Motley Fool·2025-02-08 21:05Core Viewpoint - Elon Musk believes Tesla's humanoid robotics business, specifically the Optimus project, could potentially generate over $10 trillion in revenue, indicating a significant growth opportunity beyond electric vehicles [3][4]. Group 1: Tesla's AI and Robotics Initiatives - Tesla is actively developing AI-driven projects, including humanoid robots, as part of its broader strategy to diversify beyond electric vehicles and energy storage [3][6]. - The Optimus project has been highlighted as a potential game-changer for Tesla, with Musk previously suggesting it could be a $200 trillion business, although he recently revised this estimate to over $10 trillion [4]. Group 2: Market Potential and Challenges - The total addressable market for Optimus is difficult to predict accurately due to uncertainties in consumer and business demand, as well as production scalability and costs [5][6]. - Despite the challenges, Optimus could serve as a catalyst for Tesla's various business segments, potentially enhancing manufacturing efficiency and profitability through automation [7]. Group 3: Long-term Outlook - The commercial viability of Optimus is still years away, and the current focus remains on Tesla's core electric vehicle operations [8]. - Optimus may represent a significant long-term value creation opportunity for Tesla, with the potential to unlock substantial value through enhanced robotics integration [9].