Elon spoke extensively around the potential demand for Optimus robot, expressing that 1 billion plus is a reasonable figure. So 2.3 kWHx1b = 2.3 terawatt-hours (TWh) from general robot humanoids that is not calculated into lithium demand analysis.
1 billion units sounds excessive, but I wont bet against Elon.
Ann: Form 10-K Annual Report, page-12
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