Elon Musk says “Optimus could eventually represent 80% of Tesla’s total value.”
Yesterday, Elon Musk made one of the most sweeping declarations of his career — and this time, it wasn’t about rockets, Mars, or electric vehicles. It was about humanoid robots, and the future he described is coming faster, bigger, and more economically disruptive than almost anyone expected.
According to Musk, Tesla Optimus isn’t a side project anymore. It’s the centerpiece of the company’s future…and, if he’s right, human society’s future too.
“Optimus could eventually represent 80% of Tesla’s total value.”
This wasn’t a throwaway line. Musk doubled down on it repeatedly, calling Optimus:
“The most valuable product in history.”
“A bigger economic force than all of Tesla’s cars combined.”
“A path to a 10× larger global economy.”
To put that in perspective: Tesla is already a trillion-dollar company in its strongest years.
Musk believes humanoid robots will dwarf that.
Humanoids aren’t a product category…
They’re a new economic class.
The Scale: 1 Million Robots Per Year
Musk revealed that Tesla’s Optimus production line is already being built for staggering scale:
Up to 1,000,000 humanoid robots per year.
A manufacturing cadence that rivals iPhones, not cars.
A robot product roadmap designed to improve “much faster than humans.”
This isn’t science fiction, it’s mass-production planning.
If even half of that projection materializes, robots will be in homes, businesses, factories, hospitals, and public spaces faster than smartphones spread.
“Better than the best human surgeon.”
One of Musk’s boldest claims was about capability, not scale.
He stated that Optimus will eventually:
✅ Perform complex tasks
✅ Display superhuman consistency
✅ Learn tasks through AI imitation
✅ Reach precision levels that exceed elite human experts
Including surgery.
Replace labor? Yes.
Replace specialized professions? Also yes.
The robot revolution won’t start with janitorial work, it will start with the “impossible to scale” skills that the world currently lacks.
“A world without poverty.”
Musk framed humanoid robots not just as tools, but as an economic reset button.
If robots can:
Build infrastructure
Farm
Manufacture
Produce goods 24/7
Handle labor shortages
Build more robots
Reduce production costs near zero
Then the global economic output becomes effectively unlimited.
Musk’s point was simple:
“If you have a robot that can do any task better than a human, you eliminate poverty entirely.”
It’s not utopia, it’s automation with compounding capabilities.
The Wildest Claim: “You could give criminals a robot that follows them around so there’s no need for prisons.”
This comment grabbed headlines — and for good reason.
Musk suggested that robots could serve as:
Mobile deterrents
Real-time accountability systems
Personal guardians
Non-lethal enforcement tools
Imagine a future where instead of incarceration, society hands offenders a robot that shadows them to prevent violence, theft, or harm.
It’s controversial.
It’s provocative.
And it shows how far Musk thinks these machines will integrate into society.
The Takeaway: The Humanoid Era Has Started
Elon Musk didn’t describe a product update yesterday.
He announced a civilizational shift.
According to his own words, Tesla Optimus is:
✅ The majority of Tesla’s future value
✅ A trillion-dollar product category
✅ A workforce replacement
✅ A precision professional
✅ A global economic expansion engine
✅ A social restructuring tool
✅ A household companion
✅ A mass-manufactured consumer robot
This is why the robotics space is exploding.
This is why platforms like HouseBots exist.
This is why every major tech company is scrambling to catch up.
Humanoid robots will reshape industries, families, cities, and nations.
Not in 2050.
Not in 2035.
