Elon Musk just made Tesla Inc‘s (NASDAQ:TSLA) most ambitious pivot yet. From cars to robots, AI chips, and autonomy—Musk is framing humanoid robots as a macroeconomic force, not a sci-fi side bet.
On Tesla’s fourth quarter earnings call, Musk said Optimus robots could “move the needle on US GDP significantly.” He basically signalled that Tesla sees humanoid AI hardware as its next platform-scale product.
From EVs To Robots: A Factory-Scale Pivot
Tesla plans to wind down Model S and X production to free up factory space for Optimus, with Musk targeting “a million units a year” in the long run. That ambition targets iPhone-scale …