Morgan Stanley Analyst Estimates Tesla Could Save $2.5 Billion by Replacing 10% of Workforce with Optimus Robots
Morgan Stanley analyst Adam Jonas has estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots. In a recent note, Jonas assigned each robot a net present value (NPV) of $200,000. Tesla’s workforce currently stands at 125,665 employees worldwide, and according to Jonas’ calculations, a 10% substitution with humanoid robots could be worth approximately $2.5 billion. This potential cost savings could significantly reduce labor costs for the electric vehicle[…]