2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
Cathie Wood, CEO of ARK Invest, projects Tesla Inc. (NASDAQ:TSLA) will deploy its Optimus humanoid robot to transform factory life, then home life, by 2028/2029.
Humanoid Robots Pose Massive Engineering Challenges
Wood took to X to share ARK Invest’s findings on the intricacy of humanoid robots. According to their research, developing humanoid robots is “200,000 times more complex” than robotaxis.
She attributed this complexity to the “first principle’s approach” and “dogged determination” of Elon Musk, the CEO of Tesla.
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Wood projected that Tesla’s Optimus will start transforming factory and home life by 2028 or 2029.
According to @ARKInvest's research, humanoid robots are 200,000 times more complex than robotaxis to develop. Given Elon's first principle's approach and dogged determination, we project that @Tesla's Optimus will begin to transform factory life, then home life, in 2028/2029. https://t.co/l8ou7xiNBK
The post responded to a previous X post by Captain Eli, who identifies himself as a Tesla investor and quoted Musk on the engineering challenges of building Optimus, particularly the complexity of its hands.
Optimus Seen As Tesla's Next Frontier
Musk has been a vocal advocate for humanoid robots, often citing them as a key driver of Tesla’s long-term value.
In January, angel investor Jason Calacanis said Optimus could overshadow the company's automotive legacy.
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ARK Invest’s prediction aligns with Musk’s ambitious plans for Optimus. Earlier this year, Musk claimed that Optimus could potentially build civilizations on distant planets in the future, positioning the robot as a revolutionary force in both industry and beyond.
In June 2025, ARK Invest projected that humanoid robots could unlock $250 billion in untapped gross domestic product.
Cathie Wood's ARK Venture Fund also holds SpaceX at 11.23% and xAI at 6.31%, giving the fund a combined 17.54% stake and underscoring strong confidence in Musk's other ventures.
Photo courtesy: Around the World Photos via Shutterstock.com
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This article Cathie Wood Says Tesla's Optimus Could Transform Factory, Home Life By 2028–2029 originally appeared on Benzinga.com
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