TESLA WILL BE THE BIGGEST COMPANY IN HISTORY 

1. Optimus will "change economics" according to Elon Musk. The TAM is about 27B units, 3 for every human. This is what Elon expects. Even when there are 27B of them, they are likely to need replacing every 10 years, so 2.7B units per year at $30k each or $810T per year in sales for the Robot industry. 

If Tesla were to manage even 25% of this total, it would be $20T in sales. 

Now. Maybe Elon is off by an order of magnitude. We are still talking $2T in sales or 3X Walmart.