MORGAN STANLEY’s Adam Jonas, longtime Tesla bull, puts some numbers on why humanoid robots will someday replace you. $TSLA 🤖 - ThreadSky

carlquintanilla.bsky.social • 8 days ago

MORGAN STANLEY’s Adam Jonas, longtime Tesla bull, puts some numbers on why humanoid robots will someday replace you.

$TSLA 🤖

Comments

jazzybloke.bsky.social•8 days ago

So how can we buy into those Chinese robot winners?

samlow.bsky.social•8 days ago

Are the same robots going to fix and maintain the other robots when they break down, get rusty, get hacked, stub their toe, have a tantrum, get smashed by a baseball bat etc etc?

samlow.bsky.social•8 days ago

Please make it stop

vought.bsky.social•8 days ago

lol. If nobody have job where money come from

forevernever.bsky.social•8 days ago

To put this $5/hour in perspective, I can rent an e-bike for about that much, assuming I rent it for a 24-hour chunk; otherwise, it's $25/hour.

treasy.bsky.social•8 days ago

Clown shit

seanarium.bsky.social•8 days ago

And who will buy products and services. 20 trillionaires?

blees.bsky.social•8 days ago

Are the robots going to buy Tesla shares?

cleanwindows.bsky.social•8 days ago

i posit here the Musk Ratio: The facial ridiculousness of his vaporware promotion is directly proportional to how bad last quarter's numbers were

cleanwindows.bsky.social•8 days ago

MARKET NEED HAPPY TALK. MARKET SAY CLAP LOUDER.

impcus.bsky.social•8 days ago

Assuming these "humanoids" are ever capable of performing work at the level of a real human for lower cost (something I'm not convinced of), who's gonna buy all the goods people can no longer afford since their jobs were taken by a robot? Does anyone of these freaks have a coherent answer for this?

billybotaire.bsky.social•8 days ago

Don’t worry, the always altruistic oligarchs will be sure we are all well taken care of.

tiggersdad.bsky.social•8 days ago

Hyundai acquired Boston Dynamics for an enterprise value of approximately $1.1 billion in 2021 and currently has a market cap of around $35 billion.

briandw.bsky.social•8 days ago

Greed is their only purpose for existence. Humanity is just a barrier to having it all.

coreheadlines.com•8 days ago

Sure hope the robots who replace us buy as much worthless shit as we do to keep thing humming along.

kegman83.bsky.social•8 days ago

Please someone extend this thought experiment to include all those factory workers no longer being able to afford food and shelter.

skoneezy.bsky.social•8 days ago

They intend to kill off workers, as they've stated with their policies

kegman83.bsky.social•8 days ago

Yes. I'm aware. But if you kill off all the workers, then what happens?

skoneezy.bsky.social•8 days ago

They probably commit suicide, their lives robbed of the joy of enslaving others

solarpons83.bsky.social•8 days ago

A question of time till it’s done ✔️ and UBI time

menotti.bsky.social•8 days ago

Amazes me he gets paid to do this math

carolynthechef.bsky.social•8 days ago

Did they consider who is going to buy their products

adantejada.bsky.social•8 days ago

Sooo…. You put the humans out of work…. So who buys the cars?

jscram3254.bsky.social•8 days ago

Is Adam Jonas going to be fired for being so publicly dimwitted?

coachnobody.bsky.social•8 days ago

🤡

david-stone.bsky.social•8 days ago

There is no viable, equitable future for mankind without a guaranteed basic universal income.

angeleyesnyc.bsky.social•8 days ago

So must of humanity will have subsistence-level UBI, while the broligarchs have billions of dollars and run the world? There's a reason broligarchs are pushing for this dystopian future.

scottsantens.com•8 days ago

Tax the shit out of them. And jobs will provide additional income to the UBI.

topbenbos.bsky.social•8 days ago

So what will people do for money?

bonfire25.bsky.social•8 days ago

😂

squindar.bsky.social•8 days ago

I can't wait until we see parking lots filled with un-leased MuskBots, like his shitty cars. Adam Jonas should probably find a new career.

grace2002.bsky.social•8 days ago

Only problem: Far East Asia (🇨🇳🇯🇵🇰🇷) are technically more advanced, have the low birthrate business case and the industrial ecosystem to bootstrap it in an affordable way 🙄.

So, filed under more pumping BS from TSLA cloud cuckoo land 🤮🤑.
Wall Street is shamelessly rigged.

wicksdoug.bsky.social•8 days ago

Ok, but the musk brand is garbage. The tesla brand is garbage. Like I would ever touch a tesla robot. Cold day in hell, tech bruh.

thegreenonion.bsky.social•8 days ago

wicksdoug.bsky.social•8 days ago

🤭

hosehead.bsky.social•8 days ago

That is some of the most optimistic silliness I've ever read. We're a hundred years from a robot that might possibly ever meet these numbers.

mwilbert.bsky.social•8 days ago

I'm less skeptical about (eventual) humanoid robots than a lot of the people on this thread, but I have no idea why anyone would expect Tesla to dominate the future market for them.

dek1.bsky.social•8 days ago

But why would anyone buy said robot from Tesla??
Will be a lot of competitors without the baggage

joecorey3rd.bsky.social•8 days ago

Robot replaced 5 workers. They can work all 3 shifts and cover the entire weekend. No meal breaks. No toilet breaks. No calls to the wife.

donalddrumpf2025.bsky.social•8 days ago

I don't get this. Tesla can't even make a decent car, and Optimus is a sad joke.

44lights.bsky.social•8 days ago

So buy Tesla and kill the workforce.

I’m so glad I’m older.

kelpkelpkelp.bsky.social•8 days ago

$5/hour wouldn't even cover the liability insurance of such a thing...

richardblau.bsky.social•8 days ago

Yes, exactly. You can't even rent a bicycle for $5/hr. I don't know where this number came from but it seems to be purely a rectal pluck.

mister914.bsky.social•8 days ago

Seems very low. Amortization over ten years or more?

tahfromslc.bsky.social•8 days ago

Sick.

invertedpyramid.bsky.social•8 days ago

If that’s not a sell signal, what is?

slackety.bsky.social•8 days ago

humans losing their wages to robots that they can no longer can’t afford to own.

patricktoy.bsky.social•8 days ago

But when the robots are doing all the work who are your consumers? What job do they have to pay for goods? Especially under Trump's plan

alfalphamale.bsky.social•8 days ago

But who is going to buy their expensive cars, not the humanoids. That's the trouble with this business theory. Workers can be replaced with humanoids, but consumers cannot.

drdoofenschmirtz.bsky.social•8 days ago

This is what is know as an investor pitch. They will use this to lure vc investment. Whether it becomes reality is irrelevant. They’re promising big returns and know vc’s can’t pass up the opportunity.
FOMO is the tech business model

sydneybaker.bsky.social•8 days ago

Ok, so why is Morgan Stanley paying a salary to someone who publishes such tripe. Is this representative of the talent level at that firm?

kysakunatsume.bsky.social•8 days ago

Morgan Stanley. The New York Times of finance.

yungdiablo.bsky.social•8 days ago

yes it is

yutikalcimite.bsky.social•8 days ago

So f(&#$# what! Tesla is a car company last I checked and they can't even make their *cars* autonomous!

pzdubs.bsky.social•8 days ago

You're not seeing the big picture. Why pour resources into autonomous cars when you can have a humanoid robot driver in a year or two. Duh. Haha

swgeneralmills.bsky.social•8 days ago

So we revolt against the robots and their billionaire overlords?

largesseadultson.bsky.social•8 days ago

As long as nobody needs to buy the products and services the AI and robots are producing, makes total economic sense if you’re a sociopath

largesseadultson.bsky.social•8 days ago

Are the robots gonna screw in the tiny little iPhone screws or is that job reserved for humans

kwaiberatna.bsky.social•8 days ago

And when the jobs the humanoids were brought in to do are no longer needed…

bucks-county-lib.bsky.social•8 days ago

A robot to do what exactly? Replace us for manual tasks? Great, then what? Do we just disappear so they can run everything and we just go away?

So dumb.

mjz1957.bsky.social•8 days ago

Without those 4 billion making $4 Trillion, who is buying the Teslas that the humanoids build? Humanoids aren't consumers, workers are; consumers drive economies.

anonemus13.bsky.social•8 days ago

We should feed Adam Jonas robots for a week and see how his diet likes the future.

mateo226.bsky.social•8 days ago

Ok so now none of us have jobs or money. Then what? They’re making shit that nobody can buy? Silicon Valley has gone fucking insane.

florianch.bsky.social•8 days ago

Based on 1900s dumb analysts like this we should commute in flying cars, have vacations on the Moon....

janus303.bsky.social•8 days ago

Where does the fact that Elon’s robots aren’t really robots but electronic marionettes and can’t do anything without several humans each factor into Tesla’s apparently infinite stock price?

janus303.bsky.social•8 days ago

https://www.latimes.com/business/story/2024-10-15/tesla-optimus-bots-were-remotely-operated-at-cybercab-event

elmoizatool.bsky.social•8 days ago

We have time to take him down, too.

drdodjie.bsky.social•8 days ago

So instead of building cars, Tesla will build humanoid robots to build cars.
This makes business sense because building humanoid robots are easier and cheaper? 🤦

rosthaus.bsky.social•8 days ago

With some knowledge of industrial/service/manufacturing equipment leases. I feel that's an extremely low estimate of a lease of these humanoid robots. Maybe the manufacturer, Tesla, could get the costs down to that $5 a hour estimate. Definitely not third parties.

montywarden.bsky.social•8 days ago

They should launch a Butlerian Jihad over at Morgan Stanley if this is the drivel their ChatGPT jockeys are getting paid for

namdoan.bsky.social•6 days ago

He looks like he knows he's lying

angeleyesnyc.bsky.social•8 days ago

If Musk's robots replace all of the workers, where will businesses get customers, since no one will have a way to make a living to pay for goods and services? Why won't markets and the entire world economy shrink indefinitely?

jamesknode.bsky.social•8 days ago

I just paid $89 to rent a Nissan Kick for a day lol what are these fools even talking about.

riz4robot.bsky.social•8 days ago

cuz no one else will ever make a robot

mikapeltokorpi.bsky.social•3 days ago

Maybe, but most likely not with these cheaply built Tesla ones.

https://youtu.be/5Q2WZPNPVhk?si=9fKVP9uBu2f3vkVn

greatdanega.bsky.social•8 days ago

Oh, if only Wall Street analysts & economists could do math with a sense of ethics and morality.

We could also pay poverty wages and force child labor. But we once decided that this wasn’t a world we wanted to live in (at least pre-Trump).

I hope Adam Jonas is having fun with spreadsheet math 🤡🎪💰

bonitakc.bsky.social•8 days ago

The bigger concern is what happens to all of these newly “unemployed” people…Musk surely won’t want to feed and house them so this is a “final solution” situation.

shiningcity.bsky.social•8 days ago

The idea that Tesla is ahead in this game is absurd. Peak behind the curtain.

drgrat.bsky.social•8 days ago

Aggregate demand says not so fast!

trollbert.bsky.social•7 days ago

MS should probably fire that guy. Embarrassing analysis

kencomplain.bsky.social•8 days ago

"Ain't it funny how the factory's doors close?
'Round the time that the school doors close?"

Looks like we will have a literal Machine to Rage Against.

valjurai.bsky.social•8 days ago

I kinda feel like it's a self defeating algorithm... insofar as they'd be working on things no one could afford without a complete reinvention of how human life and economy work.

gerrylev.bsky.social•8 days ago

There are literally hundreds of companies making robots why do they assume Tesla will dominate the market with a product that doesn't exist and there are few details?

drgrat.bsky.social•8 days ago

BYD is absolutely going to crush them and the market is not nearly as big as the Musk and Jonas hype machine.

im2b.bsky.social•8 days ago

Buttigieg just talking about this

im2b.bsky.social•8 days ago

In Anand’s interview this afternoon

lucyksy.bsky.social•8 days ago

It is a world with fewer people, if you follow this to it's "logical" conclusion.
https://www.theguardian.com/commentisfree/2025/may/12/for-silicon-valley-ai-isnt-just-about-replacing-some-jobs-its-about-replacing-all-of-them?CMP=GTUS_email

marie30013.bsky.social•8 days ago

Absolutely chilling article.

formerlyknownasus.bsky.social•8 days ago

Nissan laid off 11k today. Microsoft laid off 6k. I don't believe they are still paying salaries to these 17k people. Last I checked, an "economy" is made up of the people. If the people don't have jobs or $$$, they can't buy food, let alone $40k robot slaves. What's the transition plan?

mister914.bsky.social•8 days ago

It's notable that automated warehousing already exists without humanoids and are often unstaffed or with strict restrictions on interactions with humans because of the danger of injuries.

There is a lot about getting human movements and balance, but not much on how difficult safety and control are.

stevezorowitz.bsky.social•8 days ago

Just spitballing here, but WHO is going to buy the things the humanoids make if the humans are unemployed?

Henry Ford was an anti-Semite but at least he understood his workers were also his customers.

steveprediletto.bsky.social•8 days ago

Bipedal robots will replace humans in roles currently experiencing labor shortages or too dangerous:
•Home health care assistant
•Certain firefighting scenarios
•Chemical plants
•Agriculture
•Warehouses
Outsourcing tasks to robots frees humans to engage in more productive, enjoyable & skilled work.

alex-pitti.bsky.social•8 days ago

I think you are a bot actually. go do my laundry

drgrat.bsky.social•8 days ago

Jonas is suggesting a much bigger market than that.

yungdiablo.bsky.social•8 days ago

why do we need bidepdal robots for those things? why not just regular robots?

rogeralien.bsky.social•8 days ago

The sad reality is that as billionaires seek to eliminate payroll burdens they also eliminate consumers of the crap they produce. There will come a moment when they will simply have no one to sell to. That is the problem with unchecked capitalism - it has no self control to realize it’s too much

lochfyne.bsky.social•8 days ago

A few years ago Tesla had college students wearing robot costumes.

Last year they achieved a Chuck E Cheese level of remote animatronic operation at some event hyping a different Tesla vaporware product.

Not holding my breath!

lochfyne.bsky.social•8 days ago

Assuming Tesla has cornered the market on a product that doesn't exist

happymiser.bsky.social•8 days ago

So here’s a fun question. In a 2/3rds consumer driven economy, If nobody has a fucking job, who gonna buy all the shit these robots make?

motoran.bsky.social•8 days ago

I can make up bullshit numbers, too. Can I have a job a Morgan Stanley now?

donnakassin.bsky.social•8 days ago

While Musk is still talking about his dancing robots, China is already putting them to work!
Musk continues to play his audience for fools - like Trump - overpromises and under-delivers.
His chainsaw image is still fresh in my mind. But what #fraud #waste #corruption did he/ #DOGE actually uncover?

donnakassin.bsky.social•8 days ago

Correspondent @eamonjavers.bsky.social should stop sugar-coating Elon Musk. His "image" will NEVER recover. He is a racist, a malignant narcissist, and a pathological liar who overpromises and under-delivers.
#Stockmarket investors cannot overlook that China's EVs have also left #Tesla in the dust!

donnakassin.bsky.social•8 days ago

My bet is on #China.
Elon Musk's best days are behind him...as are #Tesla 's.

#HumanoidRobotRevolution #HumanoidRobots #Robots

donnakassin.bsky.social•8 days ago

Tesla's problems run deeper than the public image of Elon Musk. An array of new #EV brands has emerged from #China. #Byd has outpaced #Tesla by supplying cars with good performance at low prices, while the more upmarket #Xpeng and #Nio have outpaced Tesla in luxury and advanced technology. #$Tesla

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