Sou Hu Cai Jing·2026-01-23 13:57Group 1 - Elon Musk announced that Tesla's humanoid robot "Optimus" will be available for public sale by the end of 2027, with his personal net worth reaching $780 billion, significantly ahead of the second richest individual by approximately $530 billion, equivalent to the combined wealth of three Jeff Bezos [1][3] - The Optimus robot has already been performing simple tasks at Tesla's factories, with plans to handle more complex industrial operations by the end of the year. The latest version features an 11-degree-of-freedom dexterous hand and a 30% increase in walking speed compared to the first generation [3] - Musk expressed that the market potential for humanoid robots could surpass that of automobiles, aiming to deploy 1 million units of Optimus to support Tesla's valuation target of $25 trillion [3] Group 2 - Musk's wealth is supported by three major technology ventures: SpaceX, valued at $800 billion, contributing $336 billion; Tesla, contributing $307 billion with a 22% annual stock price increase; and xAI, which doubled its valuation after raising $20 billion, adding $62 billion to Musk's wealth [5][6] - The "aerospace + automotive + AI" triangle formed by these three sectors allows Musk to earn an average of $9.8 billion per day, marking one of the fastest wealth accumulations in history [6] - However, the mass production of humanoid robots faces five critical challenges, including reliance on imported core components, high BOM costs, limited application scenarios, and the need for unified safety and ethical standards [8] Group 3 - The commercialization of Optimus is directly tied to Musk's high compensation, with a $1 trillion options plan requiring the deployment of 1 million humanoid robots by 2030 to unlock the incentives [9] - This situation indicates that the success of the robot not only represents Tesla's second growth curve but also determines whether Musk can become the first trillionaire [9] - The ultimate test for this ambitious vision will be whether Optimus can be launched on schedule and overcome production challenges, as the capital market may support dreams, but consumers will only invest in mature products [9]