Human Labor Out of Fashion: Musk’s Robots and Trump’s Alligators Take Over America
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.
- Recommended: Elon Musk to Add AI with Personality to Tesla Cars — from Philosopher to Flirting Companion
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.
You may also be interested in the news:
“Torque or Horsepower?”: Clearing Up What Really Matters When Buying a Car in the U.S.
When you’re shopping for a new car, one question always comes up: should you focus on horsepower or torque?
Hard to Beat for Reliability: Cars With Engines Capable of Up to 280,000 Miles Without Major Failures
When shopping for a new—or lightly used—car, there’s little point obsessing over suspension tuning or steering feel. These days, most brands are more or less on the same level there.
Alfa Romeo and Maserati Put on Hold: Italian Brands Teeter on the Edge
Stellantis has idled its Cassino plant and delayed new Alfa Romeo and Maserati models as weak demand and shifting EV plans force a rethink.
Pontiac Firebird Turned Into an Off-Roader — An Experiment That Even Fans Didn’t See Coming
A surprising custom build spotted on the streets of Kansas raises one big question: what’s really behind this car?
An Old Idea with a New Twist: Lucid, Nuro, and Uber Unveil a Luxury Robotaxi
A self-driving version of the Lucid Gravity electric SUV debuted in Las Vegas, positioning itself as Uber’s most advanced taxi yet and aiming to begin passenger service in the San Francisco Bay Area.