Morgan Stanely, $MS, researchers believe Tesla, $TSLA, Optimus could disrupt 30% of the global labor market, a $30 trillion opportunity

12/28/2023

Morgan Stanely, $MS, researchers believe Tesla, $TSLA, Optimus could disrupt 30% of the global labor market, a $30 trillion opportunity, per Forbes.

Tesla executives recently unveiled upgrades to Optimus, the company's bipedal robot, signaling a potential game-changing development in the field of robotics. Morgan Stanley researchers predict an impending Cambrian explosion in artificial intelligence, marking a shift towards intelligent humanoid robots, akin to a revolutionary moment in the evolution of life on Earth.

According to a December 15 research report by Morgan Stanley, the analysts foresee Optimus as a significant disruptor, with the potential to impact 30% of the global labor market, representing a $30 trillion opportunity. This transformative moment could redefine the landscape of AI, moving beyond traditional applications like number crunching and chatbot software.

While skeptics initially met Optimus with doubt upon its introduction in 2021, Elon Musk, Tesla's CEO, has since committed $1 billion for the development of Dojo, an AI supercomputer introduced in 2022. Dojo serves as the computational engine for Tesla's full self-driving software suite, harnessing data from millions of Tesla vehicles worldwide to fuel the advancement of Optimus.

Morgan Stanley researchers have set a $380 price target for Tesla, breaking down into components such as $86 for the core Tesla auto business, $82 for Tesla Mobility (an upcoming ride-hailing service), $41 for third-party software, $48 for Tesla Energy (solar and battery business), $8 for Tesla Insurance, and $115 for Network Services (premium connectivity business). This optimistic outlook reflects the potential of Tesla's diverse ventures and its role in shaping the future of AI-driven robotics. Invest

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