Musk: Humanoid robots will become the world's largest industry; Optimus external deliveries are expected by the end of next year.

On Wednesday, Eastern Time, Tesla CEO Musk said during Tesla's earnings call that he firmly believes the entire humanoid robot sector will become the largest industry in the world, and that in the future the number of humanoid robots on Earth may even exceed the number of humans. He also predicted that by the end of next year, a series of issues such as robot AI, electromechanical design, reliability, and service life are expected to be resolved. "Only at that point will we be able to deliver Optimus externally to companies other than Tesla."