One expert investor has recently visited Beijing, Singapore, and Hong Kong looking for the next big tech breakthrough. But it was a two-minute encounter at San Francisco's airport that stopped him dead in his tracks. It's part of a larger trend that PwC says could be worth $16 trillion and Goldman Sachs says could cost 300 million people their jobs globally. See for yourself what he saw right here.
ATTENTION: TECH INVESTORS
BREAKING MARKET ALERT - JUNE 8, 2025
Tesla's Robot Army Targets 2025 Launch: The $20 Trillion Market Musk Claims Could Eclipse All Tesla Products Combined
Exclusive: Inside Tesla's Plan to Build 10,000 Humanoid Robots This Year as Optimus Prepares for Mars Mission by 2026
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Editor's Note
BREAKING: Tesla CEO Elon Musk just revealed the company's most ambitious timeline yet for its Optimus humanoid robot program, with mass production beginning this year and a shocking announcement about sending robots to Mars. What Musk said about Optimus being "more valuable than everything else combined" could completely reshape how investors view Tesla's $800 billion market cap.
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Tesla is preparing to unleash what CEO Elon Musk calls a "legion of robots" in 2025, marking a pivotal moment for the company's most ambitious project beyond electric vehicles. During Tesla's recent All-Hands meeting, Musk announced plans to manufacture 5,000 to 10,000 Optimus humanoid robots this year, representing the company's boldest step yet into the robotics revolution that could dwarf its automotive business.
Tesla's Roman Legion Strategy Takes Shape
The scale of Tesla's 2025 robotics ambitions becomes clear when Musk draws historical parallels to Roman military organization. "Even 5,000 robots, that's the size of a Roman legion," Musk explained during the company's Q1 2025 All-Hands meeting, adding with characteristic flair, "which is like a little scary thought." Tesla is technically aiming for enough parts to produce 10,000 to 12,000 units this year, though Musk acknowledges that achieving half that number would constitute success for an entirely new product category. The company has already manufactured its first humanoid robot at the Fremont Factory, with these initial units already performing useful tasks within Tesla's operations.
2026: The Year of Ten Legions
Tesla's production timeline accelerates dramatically beyond 2025, with plans to scale to 50,000 units in 2026—what Musk playfully calls "10 legions" of robots. This exponential growth trajectory reflects Tesla's manufacturing expertise gained from ramping electric vehicle production, though humanoid robots present entirely new challenges in mechatronics and AI integration. The company's long-term vision extends to producing millions of units annually, with Musk projecting a sub-$20,000 price point once Tesla reaches one million units per year production capacity. This pricing strategy could make Optimus accessible to both industrial and consumer markets, potentially creating the first mass-market humanoid robot.
Mars Mission: The Ultimate Robotics Demonstration
In perhaps the most audacious timeline revealed, Musk announced that Tesla plans to send an Optimus robot to Mars aboard a SpaceX Starship rocket by the end of 2026. This interplanetary mission represents more than a publicity stunt—it showcases Tesla's vertical integration advantage, combining robotics, AI, space technology, and autonomous systems in ways no competitor can match. The Mars deployment could serve as the ultimate stress test for Optimus capabilities while generating invaluable data for terrestrial applications. Such a mission would position Tesla as the only company with proven robotics technology capable of operating in the harshest environments imaginable.
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The $20 Trillion Market Musk is Targeting
Musk's bold claims about Optimus potentially becoming Tesla's most valuable product stem from his assessment of the combined robotics and autonomous mobility markets, which he values at approximately $20 trillion. "If you have an autonomous world, you can now turn parking lots into parks," Musk explained, highlighting how robotics could transform urban infrastructure and economic models. The CEO estimates long-term demand for general-purpose humanoid robots at "in excess of 20 billion units," calculated by combining Earth's 8 billion population with industrial use cases. This market size projection, while speculative, underscores why Musk believes Optimus could eclipse Tesla's automotive revenues within the decade.
Technical Advantages and Competitive Positioning
Tesla's approach to humanoid robotics leverages the same AI inference systems developed for Full Self-Driving vehicles, giving the company a significant head start in robot intelligence. "Everything we've developed for our cars—the batteries, power electronics, the advanced motors, gearboxes, the software, the AI inference computer—it all actually applies to a humanoid robot," Musk explained during Tesla's "We, Robot" event. While competitors like Boston Dynamics, Figure AI, and others have demonstrated impressive prototypes, Tesla's manufacturing scale and vertical integration capabilities position it uniquely for mass production. The company's existing AI infrastructure and continuous real-world data collection from millions of Tesla vehicles provides a training advantage that pure robotics companies cannot replicate.
What This Could Mean for Investors
Tesla's humanoid robot ambitions present a rare opportunity for individual investors to gain early exposure to what could become the next trillion-dollar market before institutional money floods in. With Optimus production beginning this year and commercial sales targeted for 2026, investors have a narrow window to position themselves ahead of major robotics milestones that could trigger significant stock price movements. The convergence of AI breakthroughs, manufacturing scale, and Tesla's proven ability to disrupt established industries creates a unique investment thesis that extends far beyond electric vehicles. Smart money is already recognizing that Tesla's robotics division alone could justify the company's current valuation, making any automotive profits essentially "free" for early investors who understand the magnitude of the opportunity unfolding.
Before You Go
MUST SEE: Elon Musk's latest project
He's one of the most controversial men on the planet. But the Tesla founder's latest project could be his boldest yet, potentially making Tesla worth $25 trillion. It's part of what the Financial Times is calling "an imminent revolution" - an event coming as soon as May 31. Get the four steps to take this month to put yourself on the winning side of this $16 trillion wealth transfer.
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