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Musk: Optimus V3 design finalizing; targeting ~$20k price at 1M units/year, cost hinging on AI chip
“Once you hit a million units per year, it's probably around the $20,000 range... It sort of depends on how much you spend on the AI chip in the robot.”
Why it matters
A concrete price point and volume target for Optimus V3 gives investors the first quantified unit economics for a mass-market humanoid, with AI silicon identified as the swing cost factor.
Investment implication
Achieving $20k at 1M units/year would require massive scale in actuators, batteries, and AI inference chips — watch Tesla suppliers and chip partners (NVIDIA/custom Tesla silicon) for humanoid-related demand; validates the humanoid robotics TAM thesis for peers like Figure and Agility.