TESLA calls on shareholders to revolutionize the market.

And presents the new version of Optimus.

And if Tesla's Nov. 6 shareholder vote was effectively a referendum on humanoid robots, the company even prepared a step-by-step guide of sorts so no one is left out, whether they can vote online or by phone. The stated objective, approve critical measures, guarantee CEO incentives and board stability for the next wave of growth.

To accompany this request, Tesla showed a new video of the Optimus Robot and the subtext is clear, AI and robotics are now the centerpiece of the company's thesis. The clip shows the robot itself speaking and performing tangible actions in the real world, such as swiping an iPad and removing a sheet of paper from an envelope without wrinkling it.

Elon Musk stated that the movements were controlled by someone already on board and not by teleoperation, this is connected to Musk's compensation package linked to gigantic goals, reaching a market value of 8.5 billion dollars in annual income, among others.

The robot's hand becomes the protagonist

The reading of the video is that vehicular autonomy, robotaxis and energy, storage or solar help, but crossing the line would require a useful and scalable humanoid, with sufficient dexterity for factories, logistics and repetitive tasks. The robot's hand becomes the protagonist, it is it that closes the circuit between the machine's brain and the physical world.

And some who watched the video already did the math, if Tesla were to produce around 1 million humanoids per year in the range of $20,000 or $25,000 per unit, the effective cost of robotic labor could fall to about $3 per hour, there are no human shifts, insurance is lower, maintenance is modular and training comes via software, this points to the company's largest potential market, human physical labor, estimated at $40 billion annually. fall.

Tasks like pick up and put down are standardizable.

Of course, there is the other side, a jump in productivity, on the one hand, labor clashes on the other and Tesla does not run alone, the video mentions competitors such as Figer and Eletronic, in addition to several Chinese companies in the same race, in parallel, AI accelerates, it was mentioned that Open AI would be acquiring 10% of AMD to expand its access to chips, while Nvidia remains the dominant supplier.

A context that helps understand why Tesla accompanies “vote now” with a more convincing Optimus, Elon Musk's idea is clear, the vote seeks to unlock strategy and the demonstration serves to make the future tangible and the giant metrics a clan of ambition.

If all goes well, Tesla could push the frontier between software, hardware and work, as has rarely been seen, and do you, seeing this marriage between assembly, AI and humanoid robots, believe that Optimus will become a useful product in time to push that curve and consequently eliminate thousands of jobs? Or is there still something more missing to get out of the laboratory and take over the market?