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TeslaTesla(US:TSLA) Herbert Ongยท2025-08-07 15:25

Cost Reduction & Efficiency - Morgan Stanley estimates one Tesla humanoid robot at $5/hour can replace two human workers at $25/hour [1][2] - This generates a Net Present Value (NPV) of approximately $200,000 per humanoid robot [1][2] - Robotaxis could potentially drive down the cost per mile to less than $0.20/mile, which is 1/10th the cost of human-driven ride share [1][2] Technological Advancement & Future Implications - The marginal cost of a personal robot should eventually approach the marginal cost of power [2]