Elon Musk envisions a future dominated by humanoid robots performing factory tasks, surgeries and household chores. Tesla intends to introduce its next model prototype within the coming quarter, marking a major step toward Musk's claim that these robots will become the company’s biggest product ever.

Industry projections estimate the global humanoid robotics market will expand from $2.9 billion in 2025 to $15.3 billion by 2030, a 39% annual growth rate. Analysts forecast Tesla will price each robot at $50,000 and achieve roughly $20,000 in net profit per unit, implying potential profits of $20 billion if one million units are sold.

Critics highlight significant development gaps in robot dexterity, vision systems and AI-driven environmental understanding, noting human hands and eyes outperform current prototypes. Additionally, widespread chip shortages could delay production, and some investors question whether shifting focus from the profitable EV business to long-term robotics is prudent.