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Tesla could cut $2.5 billion in costs with humanoid robots

Morgan Stanley suggests replacing part of Tesla's workforce with Optimus robots could lead to significant savings.

July 8, 2025 at 12:45 PM

Morgan Stanley: Tesla Can Save $2.5 Billion By Replacing 10 Percent Of Its Workforce With Optimus Humanoid Robots

Morgan Stanley sees a path for Tesla to save significant costs by using humanoid robots.

Morgan Stanley predicts Tesla could save billions with humanoid robots

Morgan Stanley's Adam Jonas suggests that Tesla could save $2.5 billion by replacing 10 percent of its workforce with Optimus humanoid robots. This estimate comes amid challenges for the company, including the loss of federal electric vehicle credits and increasing political distractions from CEO Elon Musk's new political party initiative. Despite these concerns, Tesla's recent delivery numbers align with Jonas's expectations and present a glimmer of hope for the automaker.

Key Takeaways

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Tesla can potentially save $2.5 billion with humanoid robots.

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Musk's political activities may impact Tesla's stock.

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Recent delivery numbers align with Morgan Stanley's estimates.

"Tesla's reliance on Musk's political activism may add further pressure to TSLA shares."

Jonas warns investors about Musk's political distractions affecting stock stability.

"Replacing just 10 percent of its workforce could yield $2.5 billion in savings for Tesla."

The prediction emphasizes the financial advantage of adopting humanoid robots.

Jonas's predictions highlight a potential shift in how companies might leverage robotics for cost-efficiency. However, Tesla's reliance on Musk's political ventures raises questions about the future stability of its share prices. Investors must balance the promise of innovation against the backdrop of political and financial pressures that seem to intensify week by week. Tesla's fortunes appear tied not only to its product lines but also to Musk's whims in the political arena.