TSLA LONG prediction · arkinvest · Pending
broadly speaking, we think this is a $26 trillion opportunity, split roughly equally between uh manufacturing and household robotics... humanoid robot could add 100% productivity uplift. And as a take rate, you know, you could take like 35% of that productivity uplift, and that gets to roughly $13 trillion opportunity. On the household side, you have a 2.8 billion-person workforce, uh 2.3 hours of unpaid work per day, a global average uh you know, salary of $12 an hour... and that gets to a $13 trillion on the household side... Looking at Tesla's training compute capacity and its FSD's performance gains, we can see a clear linear pathway that we could chart, and using that, we think humanoids will get to a point where it will be commercializable just like how robot taxi robot taxis are today by 2028.
- Channel
- arkinvest
- Prediction date
- 2026-05-11
- Horizon
- 2028-12-31
- Instrument
- TSLA · LONG
- Verdict
- Pending
- Outcome
- <strong>Horizon: </strong><span data-horizon-date="2028-12-31" data-lang-zh="0">2028-12-31 · <strong>854</strong> days remaining</span>
Source: Source · 09:26 ↗