Musk is pitching a future where AI and robots do nearly all the work, which sounds great for Tesla investors but the timeline is far longer than the hype suggests.

• Musk claims AI will make the world economy 10 times bigger and handle any job that doesn't need human hands.
• He expects AI to out-code every human programmer by the end of next year.
• The big pitch is Optimus robots building more Optimus robots, so Tesla could run with far fewer workers.
• That self-building robot future is likely 15 years away, closer to 2036–2045 than to today.

Outlook: The vision may well arrive, but investors buying Tesla on robot promises are betting on a payoff that is more than a decade out.