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Elon is insanely BULLISH on Optimus (Patreon)

Published:
2025-10-13 18:36:38
Imported:
2026-06
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Elon Musk’s “Wait until you see what Optimus does” isn’t hype — it’s the start of a new industrial era. Tesla’s transformation from automaker to robotics powerhouse is underway, and traditional players like Ford are already signaling defeat.

I believe Tesla is positioned to dominate the robotics revolution, while Ford and traditional automakers are literally zombies. China’s rapid adoption of industrial robots (295K in 2024 vs. 34K in the U.S.) has terrified Western manufacturers, exposing Ford’s vulnerability. Ford CEO Jim Farley admits that without major advances in robotics, Ford has “no future.” Meanwhile, Elon Musk is signaling Tesla’s next leap — Optimus, a humanoid robot built on Tesla’s AI and Full Self-Driving tech.

Unlike China’s rigid industrial robots, Optimus is designed for flexibility — capable of performing complex, human-like tasks. Tesla plans to deploy thousands in its factories by 2025, dramatically reducing labor costs and achieving “robots building robots.” With projected pricing of $30K per unit and massive potential for external sales, also Apple Style Store to sell capabilities is what I would do,,,, then Optimus will become Tesla’s most profitable product line - and as Elon said, the Biggest Product ever on Earth.

Tesla’s vertically integrated ecosystem (AI chips, software, batteries) gives it a compounding advantage. Ford, on the other hand, lacks AI and manufacturing automation moat and remains stuck in legacy manufacturing models. Optimus marks the “last mile” of automation — enabling Tesla to leapfrog China’s scale advantage with adaptable humanoid workers.

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Comments

Dean V

The UK is a joke. They’re too busy censoring their citizens to worry about robots. Britain's Ofcom issues its first fine under the Online Safety Act, slapping US-based 4chan with a £20,000 penalty for failing to provide child safety information, with payment due by November 13. lol.

lightthefuse

Imagine that you are Sarah Conner reading this.

K.IM

earnings next week, can't wait to hear what he has to say

Oscilot

"Do the things right the first time" is a parody of itself. Maybe they will "get the it" right the second time.

razpaz87

Who makes China’s robots?

Paul Antohe
>>190344188

GROK: The statement appears to be largely accurate, based on recent reporting from multiple sources. Let's break it down part by part. Tesla did reportedly abandon its ambitious internal goals to produce thousands of Optimus humanoid robots in 2025, including an initial target set by Elon Musk for around 10,000 units to be deployed within Tesla's own factories. This shift happened by mid-2025 due to ongoing technical challenges, particularly with developing reliable robotic hands capable of precise tasks. Musk had publicly discussed the 10,000-unit aspiration during a January 2025 earnings call, but he caveated it as unlikely to be fully met, predicting "several thousand" instead as a more realistic outcome. The company has not made any official announcements confirming a full scrapping of plans, but sources indicate the high-volume targets were quietly dropped. Ashish Kumar, who served as the lead for AI development on the Optimus project since mid-2023, did leave Tesla in September 2025 to join Meta as a research scientist. Kumar publicly stated that his decision wasn't driven by compensation, but reports indicate he accepted a lower salary at Meta compared to what Tesla offered him to stay. (Note: This was not the only leadership departure from the Optimus team in 2025; Milan Kovac, a senior VP overseeing the program, also exited earlier in the year amid production delays.) As for this being "another blow" in Tesla's "most fragile year," 2025 has indeed been challenging for the company, with U.S. market share hitting a seven-year low, disappointing updates on affordable EV models, and broader pressures like talent attrition and stock volatility. Whether it's the "most fragile" is subjective, but the Optimus setbacks fit into a pattern of hurdles for Tesla this year. Overall, while some phrasing in the statement (e.g., "quietly scrapped" the exact 10,000 figure) is interpretive, the core claims align with credible tech and business reporting from outlets like The Information, Jalopnik, and Investor's Business Daily. Tesla has continued to demo Optimus prototypes publicly, including at events in October 2025, but mass production remains delayed.

HJ

Have you ever seen videos of factory workers? They are usually doing work that requires dexterity and fast movements, standing by a conveyor. These Optimus are not going to replace that anytime soon. Optimus is a home product. The kind of robotics china has are optimized for industry. They are completely different beasts. You don’t need humanoid robots when your factories aren’t even designed for humans.

Adam Toth
>>190444938

Check out experts in factory robotics like Scott Walter and you will see that factory work is possible and likely to be the first mass-market use case of humanoid robots.