Part 5/9:
Scott also discussed the potential for a Software as a Service (SaaS) model for the Optimus. With initial plans to lease the robots, rather than sell them, Tesla could leverage a revenue-sharing model where developers create custom applications compatible with the Optimus platform.
As such, we could see a robust marketplace flourish, allowing for a range of specialized tasks customized to factory needs globally. With the right foundational skills tied to the robot, Scott believes that the overwhelming majority of tasks will be common, with only a small fraction being specialized. This adaptability can lead to significant market demand.