Venture capitalist Dave Blundin said on the Moonshots podcast that Optimus robot revenue could exceed Tesla's own revenue if the company builds 1.6 million robots a year, while Elon Musk has predicted well over a billion humanoid robots within 10 years. At $30,000 a robot, Tesla would need to sell about 4 million Optimus units to match the $122 billion in revenue analysts expect for 2027, while the company expects first deliveries to outside customers around the end of 2027. Tesla trades at 187x forward earnings, compared with a five-year average of 108x, and its latest quarterly GAAP operating margin was 2.6%. The author says he would want to see Optimus shipping to outside customers before paying for the stock's current valuation.
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TSLAElon Muskvaluationrobotics
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 11/02/2026 | 403.82 |
| Change that session | +1.00% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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