Tesla's potential market size for its humanoid robot, Optimus, presents a massive opportunity worth trillions of dollars, far surpassing the impact of their electric vehicles
Questions to inspire discussion
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What is the potential market size for Tesla's humanoid robot, Optimus?
—The potential market size for Optimus presents a massive opportunity worth trillions of dollars, far surpassing the impact of Tesla's electric vehicles.
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What impact will AI's physical movement have on the global labor market?
—AI's physical movement will have a significant impact on the $30 trillion global labor market, despite past skepticism about Tesla's potential.
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What is the potential stock price drop for Tesla according to Morgan Stanley?
—Tesla's stock could potentially drop to $10, and the company may seek alternative partners due to potential oversaturation in the electric vehicle market, according to Morgan Stanley.
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What is the potential value of Tesla's humanoid robot, Optimus?
—Tesla's humanoid robot has the potential to unlock trillions of dollars and create a global labor market of quasi infinite size, presenting a massive opportunity.
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What is the speaker's recommendation for a nutritional supplement?
—The speaker recommends a nutritional supplement for energy and overall health, containing vitamins, minerals, probiotics, and adaptogens, which has shown positive changes in people's lives.
Key Insights
- 🔋 Questions arise about whether Tesla has oversaturated the market with electric vehicles, impacting demand for the Model 3.
- 🚗 Tesla vehicles are seen as AI probes that move and collect data, blurring the lines between mobile devices and robots.
- 🦠 A proliferation of new technology driven by AI, similar to the biological Big Bang.
- 💰 The global labor market is estimated to be worth around $30 trillion annually, showcasing the immense economic impact of human labor.
- 💰 The potential for Tesla's humanoid robots to match or exceed the output of the global labor market presents a massive $30 trillion opportunity.
- 🤑 Tesla's potential market size for its humanoid robot is quasi-infinite, with trillions of dollars at stake.
- 🌌 The opportunity that Optimus represents utterly dwarfs anything Tesla currently has their hands in the electric vehicle.
- 🚀 There's never been anything even close to the scale of this opportunity, not even close.
#Investment #Tesla
Clips
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00:00 🚀 Tesla's potential impact on the $30 trillion global labor market is being discussed, with Tesla's stock under pressure and potential oversaturation in the electric vehicle market.
- AI's physical movement will have a significant impact on the $30 trillion global labor market, despite past skepticism about Tesla's potential.
- Tesla shares are under pressure following an analyst report from Morgan Stanley, with the stock price being sub $200 per share when it went to air, and the analyst Adam Jonas is widely followed and considered rational, with the speaker recalling investing in Tesla stock at $13 per share in 2019.
- Tesla's stock could potentially drop to $10 and the company may seek alternative partners due to potential oversaturation in the electric vehicle market.
- Morgan Stanley published a note four years ago suggesting that in a worst case scenario, Tesla could be worth 66 cents per share, which the speaker believes was beyond worst case and just a ploy for attention.
- Tesla's stock was being attacked by shorts with false information, but the speaker invested in it because they believed in its potential.
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04:32 🚗 Tesla's model 3 deliveries exceed expectations, showing strong demand, and the company's stock outperforms Ferrari's since IPO.
- Sales and cash burn are being closely monitored, with questions about demand for the model 3 and the seasonal nature of the automotive industry.
- Tesla's model 3 deliveries are higher than expected, indicating strong demand, and the company's stock has outperformed Ferrari's since its IPO.
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06:52 🚀 Tesla vehicles are AI probes collecting data, blurring lines between mobile devices and robots, potentially leading to a research breakthrough.
- Morgan Stanley published an unrealistic scenario about Tesla, and the speaker questions their credibility due to their history with the company.
- AI has the ability to move independently and the earliest evidence of motility on Earth traces back to bacterial extensions used for Locomotion in the Precambrian era.
- Tesla vehicles are seen as AI probes that collect data, blurring the lines between mobile devices and robots, and potentially leading to a research breakthrough.
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09:37 🚀 Tesla's potential for technological explosion driven by AI could open up new markets and revolutionize real-time decision-making, raising questions about the implications of AI matching human intelligence.
- Tesla is at the center of a potential technological explosion similar to the Cambrian explosion, with the potential for a rapid proliferation of new technology driven by AI.
- Investors see Tesla's potential in the auto industry and beyond, with the possibility of Dojo technology opening up new markets for real-time decision-making devices.
- The speaker questions when artificial intelligence will match the dexterity and intelligence of an 8-year-old and what the implications of that will be.
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12:35 💡 Tesla's humanoid robot could potentially unlock a $30 trillion opportunity, matching or exceeding the value of the global labor market.
- The global labor market is currently valued at around $30 trillion, with the US labor market alone worth nearly $10 trillion annually.
- Elon Musk's focus on the humanoid robot Optimus, with plans for sales to start within 3 to 5 years and thousands to be used in Tesla factories before external sales begin.
- Tesla's humanoid robots could potentially match or exceed the value of the global labor market, presenting a $30 trillion opportunity.
- Tesla's humanoid robot has the potential to unlock trillions of dollars and create a global labor market of quasi infinite size.
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16:29 🚀 Tesla's potential in Optimus FSD and humanoid robots is massive, with a valuation model available for investors to access sales estimates over the next 10 years, leading to potentially absurd profits in the 2030s and beyond, and a trillion-dollar opportunity in the future.
- The potential of Optimus FSD and humanoid robots dwarfs anything Tesla currently has in electric vehicles, with a valuation model available on Patreon for investors to gain access to sales estimates over the next 10 years.
- Tesla's impact will be minimal this decade, but in the 2030s and beyond, the potential profits become absurd, and in the 2040s, the implications of a Tesla humanoid robot are unfathomable.
- There is a potentially trillion-dollar opportunity arising, and it's important to understand and not ignore it.
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19:12 💡 Taking a nutritional supplement containing vitamins, minerals, probiotics, and adaptogens has led to increased energy, mental acuity, stamina, and productivity for many people.
- The speaker recommends a nutritional supplement for energy and overall health, containing vitamins, minerals, probiotics, and adaptogens.
- People have seen positive changes in their lives after taking vitamin D3 and K2, including increased energy and motivation for exercise and other activities.
- Ag1 has helped with mental acuity, stamina, intestinal waste management, reduced cravings for sugar, and increased energy levels, making it easier to exercise and be more active.
- Increased work output and energy levels experienced after taking AG1 supplement, leading to improved productivity and motivation.
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22:52 🚀 Promoting ag1 despite negative comments, offering money-back guarantee for skeptics, and encouraging people to try it for a month and see the results.
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