The speaker indicates a significant degree of uncertainty regarding Optimus, but suggests it could potentially become a "multi-quadrillion dollar product" over its full lifespan. Transitioning to SpaceX and AI compute, the speaker predicts that terrestrial compute revenue is "inevitably on track" to surpass $100 billion annually. This revenue is further projected to reach "a couple hundred billion dollars a year" specifically from operations on Earth, while off-Earth revenue is currently described as "at a zero or two," indicating negligible figures.