The Optimus Bit is going to be huge. This is the message Elon sent out although I paraphrased. He believes it will be a lot bigger than automotive and energy.
In this video I discuss how the humanoid bot market is basically one without a TAM. This means we are dealing with something that virtually has no limit in terms of the potential. We are looking at labor and the expansion of it.
▶️ 3Speak
I would say humanoid robots are huge for whomever is involved with them. The TAM is unreal and a lot of companies are getting involved. We also see how it is an enormous investment.
This is all before we reach production which is another level of headache.
It's interesting how Elon is really going for all these new technologies. LLM in Twitter, and now AI and robotics in Tesla. They're really just spreading to different industries at this point.