$Tesla(TSLA.US) (transferred) 1. The training computing power demand for the Optimus humanoid robot may be at least 10 times that required for cars.

2. In the long run, Optimus has the potential to exceed $10 trillion in revenue, deploying 100 million units.

3. This year, the plan is to manufacture 10,000 units, but it may ultimately achieve only a few thousand. We plan for a 10x growth each year, but may realistically achieve 5X, meaning that even at 5X per year, this still represents a compound growth rate of 500%. In a few years, it could reach 100 million units per year (indeed, by this calculation, it could be achieved in 3-4 years).

4. Long-term expectation: Robots will account for the overwhelming majority of the company's market value.

(overwhelmingly the value of the company)

5. When asked about sales timing and pricing, Musk stated: Internal use will be completed this year, and it can easily be used for the most tedious, boring, repetitive, and dangerous jobs. Version 2 will enter production plans in 2026, with a capacity expansion of 10 times to 10,000 units/month, and deliveries to customers outside of Tesla in the second half of 2026. When reaching 1 million units per year, the cost will be below $20,000, but the price is another matter, depending on market demand at that time. Looking solely at hardware, the total mass and complexity of Optimus is far lower than that of cars, and the final cost may be half that of cars.

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