Musk: AI and robots will be Tesla's long-term source of value in the future

Musk: Tesla’s long-term value will come from AI and robots

News on September 12th, Tesla CEO Elon Musk recently issued a statement stating that almost all of Tesla’s long-term value will come from AI and robots, including cars and humanoid robots.

Currently, Tesla’s Optimus humanoid robot is developing rapidly and is expected to promote technological progress and cost reduction in the industry, and accelerate the implementation of humanoid robot commercialization scenarios.

Musk has said that Optimus, as a humanoid robot that can complete repetitive tasks, will help solve the labor shortage problem. He also hinted that this kind of robot will change the world, even more than the world-famous Tesla cars.

According to a McKinsey report, by 2030, approximately 400 million jobs around the world will be replaced by automated robots. Calculated based on a penetration rate of 20% and a unit price of 150,000-200,000 humanoid robots, the global humanoid robot market space can reach 12 -16 trillion yuan. The global humanoid robot market size will be 85.5 billion yuan in 2030, and the CAGR of the market size from 2021 to 2030 can reach 71%.

Intelligence is one of the important directions for the future development of robots, so the core of future robots lies in the perception layer (including various sensors) and the cognitive layer (the core of AI, including algorithms and models, etc.), high performance Computing accelerates the application of artificial intelligence.

With the deep integration of artificial intelligence technology and robotics technology, it will play an increasingly important role in various fields in the future, such as home services, medical care, military and other production and living fields.

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