Optimus humanoid robots will raise Tesla’s capitalization to $25 trln, or more than half of today’s value of the S&P 500. This statement was made by the company’s CEO, Elon Musk. He did not specify the time frame for this level to be reached.
Are such huge numbers reality or fiction? Can Tesla achieve this figure? Or is it even possible for a private business to obtain such capitalization?
Elon Musk's pledge to increase Tesla's capitalization to $25 trln thanks to Optimus robots looks extremely optimistic and unlikely any time in the foreseeable future.
Here are some issues to consider:
1. $25 trln is a gargantuan market cap for any single company. For comparison, the capitalization of the world's largest companies (Apple, Microsoft, NVIDIA) currently exceeds $3 trln.
2. Even factoring in the rapid development of robotics, achieving such a huge capitalization only through the production of humanoid robots seems unlikely. This would require the company to obtain a monopoly position in this area for many years to come.
3. Musk is known for his ambitious, sometimes exaggerated forecasts and promises, which often diverge from reality. His statements are often motivational and actually have more to do with marketing.
4. On the other hand, Tesla’s innovative potential and its success in manufacturing electric vehicles and batteries cannot be dismissed. The introduction of advanced robots in manufacturing could greatly enhance efficiency.
Overall, Musk's $25 trln claim may be an exaggeration aimed at highlighting his bet on robots as a new source of growth for Tesla. But achieving even a small fraction of this gigantic capitalization figure would be a remarkable success for the company. Moreover, the time frame for reaching such a level is unknown.