Morgan Stanley has evaluated Tesla’s potential savings from replacing part of its workforce with Optimus robots.
According to Morgan Stanley's estimate, Tesla could save up to $2.5 billion by replacing 10% of its employees with Optimus humanoid robots. Analyst Adam Jonas assigned each robot a net present value (NPV) of $200,000. Currently, the company employs over 125,000 people.
The report was released shortly after Tesla published its delivery numbers for the second quarter of 2025 — 384,122 vehicles. This figure is close to Morgan Stanley’s forecast but slightly below broader market expectations.
The analyst also noted a slowdown in the growth of Tesla Energy and added that Elon Musk’s political activity could impact the company’s strategic focus.
In the context of an unstable electric vehicle market, such moves could affect product pricing and competition in the urban EV segment, where Tesla is striving to maintain its leadership.