Martin Viecha: Thank you. The next question from Siddharth. What is the timeline for Optimus first production off volume production line and what are the barriers to getting there?
Elon Musk: Optimus, obviously, is a very new product, an extremely revolutionary product, and something that I think has the potential to potential to far exceed the value of everything else that Tesla combined. When you think of an economy, economy is productivity per capita times capita. But what if there’s no limit to capita? There’s no limit to the economy. And the technologies that we’ve — AI technologies that we’ve developed for the car translate quite well to a humanoid robot because the car is just a robot on four wheels. Tesla is arguably already the biggest robot maker in the world. It’s just a four-wheeled robot. So Optimus is a humanoid robot with arms and legs. It’s by far the most sophisticated humanoid robot that’s being developed anywhere in the world.
I think we’ve got a good chance of shipping some number of Optimus units next year. But like I said, this is a brand new product. A lot of uncertainty — when you have — when there’s a lot of uncertainty in your uncharted territory, it’s obviously impossible to make a precise prediction. But we will be updating the public with progress on Optimus every few months, and you can see that it’s advancing very quickly. I was just in the Optimus lab, actually, until late last night, like red night or something, finally left the Optimus lab. The team’s doing amazing work. That’s obviously a case where we want to make sure that Optimus is safe, especially at scale, and that there’s no — it should be impossible for any centralized control to upload malware to a humanoid robot.
So we’re going to want to pull then localized shut off that cannot be updated from a central server. That’s the case where we really have to give extreme thought to safety. But like I said, I do think it has the potential to be the most valuable product of any kind ever, by far.
Karn Budhiraj: Just to comment on the barrier, I think the barrier, and we’ve talked about this, is like getting it to actually do something useful. Like, we can get it to walk around, we can get it do things, but it’s like that utility part.
Elon Musk: We can already do some useful things.
Karn Budhiraj: But like, to making millions of these things, it’s like utility. Got to get the utility of it.
Elon Musk: Yeah. A smart robot that can do — that’s capable of doing generalized tasks is what it will be in terms of doing moderately specialized tasks. Well, it can already do that. It’ll just get better through the course of the year. As we improve the technology in the car, we improve the technology in Optimus at the same time. It runs the same AI inference computer that’s on the car. Same training technology. I mean, we’re really building the future. I mean, the Optimus lab looks like the set of Westworld. Admittedly, that was not a super utopian situation.
Karn Budhiraj: Yeah. Not the best reference.
Elon Musk: Yeah. The creators of Westworld, Jonathan Nolan, Lisa Joy Nolan, friends, old friends of mine, actually. And I invited them to come see the lab. I think they’ll come see it, hopefully soon. It’s pretty wild, especially the sort of subsystem test stands where you’ve just got like one leg on a test stand, just doing repetitive exercises and one arm on a test stand. Pretty wild. Yeah.
Karn Budhiraj: We’re not entering Westworld anytime soon.
Elon Musk: Right. You take safety very, very seriously.
Martin Viecha: Thank you. The next question from Nermin is, how many Cybertruck orders are in the queue and when do you anticipate you will be able to fulfill existing orders?
Karn Budhiraj: First of all, I want to thank all the Cybertruck reservation holders for their patience. The reservation to order conversion rates so far has been very, very encouraging. If the trend continues as it very likely to be, we will soon sold out all the builds in 2024. And also, we have new orders come in after the launch. The auto numbers keep growing. So we’re now all hands on deck, focused on ramping so we can fulfill all the demands in a reduced wait time.
Elon Musk: Yeah. It’s important to emphasize that this is very much a production-constrained situation, not a demand-constrained situation. And obviously, we could dramatically raise the price, but that doesn’t feel right to us to sort of gouge people for early delivery. So — but really, the demand is off the hook. As long as the price is affordable, I mean, I see us ultimately delivering on the order of 0.25 million, something like 0.25 million Cybertrucks a year in North America, maybe more. But give or take roughly on that time frame, and it sure is a head-turner.
Vaibhav Taneja: Definitely is. Anywhere you go, people look at you, they give you thumbs up.
Elon Musk: Yeah. It’s like finally, the future. Looks like the future. It’s just — for the other trucks on the road there, which — there’s some very good trucks on the road, but if you were to switch out the brand name, you wouldn’t hardly know which company made them, but you definitely would know the Cybertruck. That’s our best product ever.
Martin Viecha: All right. Thank you. The next question is, can we get Tesla Energy volumes reported in the production and delivery release?
