Musk says humanoid robots will become the world's largest industry, with Optimus deliveries to external customers expected by late next year

Tesla CEO Elon Musk said on the company's earnings call that the humanoid robot sector will become the world's largest industry, and that the number of humanoid robots on Earth may eventually exceed the human population. He expects that by late next year, issues such as robot AI, electromechanical design, reliability, and service life will hopefully be resolved, and only then can Optimus be delivered to companies other than Tesla.