Humanoid robots could hit a ~$26T market—roughly 2x the size of robotaxis at $10–15T, according to ARK Invest. That's a massive addressable market if the tech scales.

ARK's 2024 model had Optimus at about 30,000 internal robots saving Tesla roughly $3.5B. Now? They're modeling ~1M external robots generating around $200B annually by 2031.

That's still way below Elon's 100M to 1B unit vision, but it's a huge leap. The bottleneck? Training data. ARK estimates human-level skill needs about 4 GW of compute around 2031. Tesla's Optimus Academy is already training 20,000 to 30,000 robots internally—building the data flywheel now.

If Optimus scales externally and captures even a fraction of that $26T market, $TSLA could see a massive revenue stream beyond cars. The AI supercycle isn't just software—it's physical AI at scale. This is the robotics play everyone's watching.