TSLA: What Elon Says with the Robotics Future?

$Tesla Motors(TSLA)$

I always take what Elon says with a pinch of salt but directionally he's been correct almost every time.

Here's what he's saying on the robotics future:

1. Reinforced Optimus will be potentially the biggest product ever.

-> Optimus 3 targets 1M units/year

-> Optimus 4 targets 10M units/year

Think of the numbers on that in terms of potential revenue:

Assuming ~$30k value and selling all units (very broad assumption):

-> Optimus 3 = $30B/year

-> Optimus 4 = $300B/year

Longer term remember Elon calls the revenue potential "north of $10 trillion."

Probably early. Very early.

But directionally he's consistently correct and this has to give you some confidence in the robotics future:

$Ouster Inc.(OUST)$

$Vishay Precision(VPG)$

$Churchill Capital Corp XI(CCXI)$

$Novanta(NOVT)$

2. Musk also hinted at "super human dexterity" too in the future.

Clear look through to:

-> Actuators & Bearings:

$RBC Bearings(RBC)$

$Regal Rexnord(RRX)$

$MOG

-> Harmonic Drives: Harmonic Drive (6324)