Elon Musk recently made a bold statement on the social media platform X, claiming that Tesla will become one of the core forces in global research and development of General Artificial Intelligence (AGI), and is highly likely to be the first company to inject AGI into a humanoid entity.

This statement follows the development progress of Tesla's Optimus (Optimus) humanoid robot. Musk previously described an ambitious vision: Optimus will eventually evolve into a "Von Neumann probe" — an intelligent machine capable of self-replication using planetary resources and expanding into outer space. The key prerequisite for achieving this sci-fi goal is the breakthrough in AGI technology.

Trends of Deep Integration within Musk's Companies:

  • Technological Complementarity: Currently, Tesla focuses on autonomous driving (FSD), while Musk's other startup company xAI focuses on AGI research through the Grok project. It is speculated that Optimus may be equipped with an AGI model developed by xAI in the future.

  • Architecture Consolidation: Recently, xAI has merged with SpaceX, and Musk has even hinted at a more ambitious plan: integrating all of his companies, including Tesla, SpaceX, and xAI, into a single tech giant to achieve a closed loop of computing power, data, and hardware manufacturing.

Although Musk's predictions are often questioned for being too ahead of their time, Tesla's accumulation in visual neural networks and large-scale hardware manufacturing does provide it with a unique competitive advantage in implementing artificial intelligence in the "physical world."