Elon Musk Says Tesla Robot Will Be ‘Biggest Product of All Time’ — ‘Nothing Will Even Be Close’ but China Is Toughest Rival, ‘No Two Ways About It’

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Elon Musk Says Tesla Robot Will Be ‘Biggest Product of All Time’ — ‘Nothing Will Even Be Close’ but China Is Toughest Rival, ‘No Two Ways About It’ Jeannine Mancini Sun, July 12, 2026 at 10:31 AM EDT 6 min read TSLA AAPL Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The next product race may not be fought on the highway. If Tesla and Space X CEO Elon Musk is right, it will play out on factory floors, in warehouses and eventually inside homes, where humanoid robots could become as common as smartphones. Speaking during Tesla's (NASDAQ: TSLA ) January earnings call , Musk said the company's future is increasingly tied to Optimus, humanoid robot program, arguing the project could one day eclipse every product that has come before it. Musk left little doubt about the scale of his ambitions. Apple Thinks Spatial Computing Is The Future. This Private Company Is Building The Workplace To Match. Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Investors Can Still Get In at $0.52/Share "My prediction is that Optimus will be the biggest product of all time by far," Musk said on the call. "Nothing will even be close. I think it'll be ten times bigger than the next biggest product ever made. That level." Tesla is already reshaping its manufacturing plans around that vision. The company is winding down production of its flagship Model S and Model X vehicles and converting dedicated factory space at its Fremont, California, factory into an Optimus production line. While Musk has described the project as remaining in the research and development stage, Tesla has said Gen 3 robots are already being tested internally, with plans to significantly ramp production during the year. Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Even as Musk predicted an enormous market for humanoid robots, he acknowledged Tesla is unlikely to dominate it alone. "I think China will be by far the biggest competitor in the humanoid robot market," Musk said on the earnings call. "China is extremely good at scaling and manufacturing, and is also strong in AI — the models being released there are already quite good and are improving rapidly." He added that, based on Tesla's current view of the market, Chinese companies represent the automaker's most formidable rivals. "China's very good at AI, very good at manufacturing, and will definitely be the toughest competition for Tesla," Musk said. "To the best of our knowledge, we don't see any significant competitors outside of China, but China will definitely be tough competition, there's no two ways about it." Musk also suggested that people outside China often underestimate the country's capabilities, calling it "an ass kicker next level." Even so, he said Tesla believes it can maintain an advantage in areas such as real-world AI and robotic hand dexterity, which he described as one of the hardest engineering challenges in robotics. See Also: Wall Street Traders Pay Thousands For Market Data. This Platform Gives Everyday Investors Access To Advanced Tools. Musk has made ambitious predictions before, and they've often sparked as much debate as excitement. Whether every milestone arrives on his preferred timeline is another question. What's harder to ignore is where Tesla is placing its biggest bets. As the company pours more resources into Optimus, investors aren't just watching automakers anymore. They're also paying closer attention to businesses building the AI ecosystem—from computing infrastructure to robotics hardware—that could support the next wave of automation. Early-stage companies such as BluSky AI are among those seeking to capitalize on that demand, offering another way to gain exposure to the AI buildout. For Musk, the message was unmistakable: the company's next defining product may not be the vehicle sitting in the driveway, but the robot walking out the front door. Read Next: He Had Plenty of Home Equity But Couldn't Qualify for a HELOC. Here's the Alternative He Found. Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100 . This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Immersed is building technology for the future of work through spatial computing. Known for its AR/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing. Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000 , with only ~5% of opportunities passing their due diligence process. This article Elon Musk Says Tesla Robot Will Be 'Biggest Product of All Time' — 'Nothing Will Even Be Close' but China Is Toughest Rival, 'No Two Ways About It' originally appeared on Benzinga.com

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Elon Musk emphasized that Tesla's humanoid robot 'Optimus' will become the company's largest product in the future. Tesla is focusing on its robotics business by converting production lines at the Fremont factory for Optimus. However, Musk warned that China's AI and manufacturing capabilities could become Tesla's strongest competitor.

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Tesla is undergoing a strategic shift, prioritizing robotics over its core automotive business. The reallocation of factory resources signals a long-term commitment to humanoids. Despite this, the intensifying global competition in AI suggests that Tesla faces significant pressure to maintain its technological lead.

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