Morgan Stanley analysts explored how AI is transforming robotics, and they now see the humanoid opportunity as"far bigger and faster adopting than autonomous cars." Specifically, the analyst looked at Tesla's and 63 million units by 2050 .
At Tesla's recent annual meeting, CEO Elon Musk said he believes that humanoids will eventually outnumber humans by two-to-one or more. "I think the ratio of humanoid robots to humans will probably be at least two-to-one, something like that," Musk said."One-to-one for sure. So, which means like somewhere on the order of 10 billion humanoid robots. Maybe, maybe, maybe 20 billion or 30 billion.
The analysts believes Tesla is uniquely positioned to enable and benefit from humanoids. He highlights three key factors supporting the Tesla"AI Enabler" case:2. Massive global manufacturing footprint with labor-intensive processes that are relatively simple to replicate via automation, which creates the opportunity to"observe" and collect data from its own workers to train bots .
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Source: Car News Wire (carnewswire.net)
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