He said Tesla needs on the order of 10,000 to 20,000 Optimus robots doing self-play to gather training data.
"given that economic output is number of people times productivity, if you no longer have a constraint on people effectively you've got a humanoid robot that can do as much as you'd like."
"Tesla cars are robots on wheels"
"It comes down to what you think the ratio of humanoid robots to humans will be. My guess is that it will be >>1."
"I think everyone on Earth is going to want 1."
"I think the long term value of Optimus will exceed that of everything else that Tesla combined."
"I think everyone on Earth is going to want 1. There's 8 billion people on Earth, so that's 8 billion right there."
"there might be hundreds of millions of Optimus robots, maybe billions"
"the ratio of humanoid robots to humans is going to be at least 2 to one maybe 3 to one"
"more humanoid robots than there are people"
"I think it's like 20 years from now I think there's going to be more more humanoid robots than are humans"
"Humanoid robot has probably a thousand times more uses and more complex things than in a car."
"Optimus has the potential to be north of $10 trillion in revenue."
"It doesn't take very many years before you know we're making 100 million of these things a year."
"all this is going to pale in comparison to Optimus."
"my prediction long term is that Optimus will be overwhelmingly the value of the company"
"there will be ultimately billions of humanoid robots"
"My prediction actually for humanoid robots is that ultimately there will be tens of billions."
"there's at least a market for probably 20 billion"
"However, intelligent robots in humanoid form will far exceed the population of humans, as every person will want their own personal R2-D2 and C-3PO."
"maybe as high as 40 billion 40 40 billion maybe maybe 30 billion robots"
"my prediction is they'll be they'll be more robots than people"
"I don't think people understand how many robots there's going to be."
"I expect humanoid robot production to be somewhere between a billion and 10 billion units a year"
"far far more uh uh robots like intelligent robots in the world than there will be people"
"sort of aspirationally 10 million units a year versus a million units a year of Optimus 3"
"at least a billion humanoid robots within 10 years"
"there will be at least a billion robots in 10 years and that those robots will be at least five times the output of a human"
"So we need to make, I think on the order of 10 or 20,000 bots and then have them do self play."