TechFlow News: On January 23, at the 2026 World Economic Forum in Davos, Tesla CEO Elon Musk delivered a major announcement: the humanoid robot Optimus (“Optimus”) may be available for public sale by the end of next year. He stated that Tesla has already deployed Optimus internally within its factories to perform basic tasks and expects the robot to be capable of handling more complex work by the end of 2026. Musk emphasized that the product will only officially launch once it meets extremely high standards for reliability, safety, and functional scope. He also predicted that “billions” of humanoid robots could eventually emerge globally, with robots, AI, and autonomous driving becoming Tesla’s core growth engines.
BiyaPay analysts believe that the increasingly clear commercialization timeline for humanoid robots signals a shift in Tesla’s valuation logic—from an “electric vehicle company” to an “AI + robotics platform”—potentially unlocking entirely new long-term growth opportunities. However, near-term challenges—including mass-production pacing and cost constraints—still warrant close attention.
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