Elon Musk has made a major claim about the future of Tesla. The chief executive officer of the electric vehicle maker said that nearly 80 per cent of Tesla’s value will come from its Optimus humanoid robot project instead of its electric car business. In a post on X, formerly known as Twitter, Musk wrote: “Those are the biggest factors. ~80% of Tesla’s value will be Optimus.”
This statement comes after Tesla released its latest Master Plan Part 4, which mentioned robots for the first time. Musk has been highlighting the potential of Optimus at a time when Tesla’s car sales are slowing down. Global vehicle deliveries fell by 13 per cent in the first half of the year, putting the company on track for a second year of decline. Musk has earlier said he hopes to deliver the robots to other companies in the second half of 2026, but no detailed timeline has been given.
In the Master Plan Part 4, Tesla said: “Since Tesla’s founding, each iteration of our master plan has focused on our north star: to deliver unconstrained sustainability without compromise. Humans are toolmakers. At Tesla, we make physical products at scale and at a low cost with the goal of making life better for everyone.”
The plan further explained that Tesla is combining manufacturing with artificial intelligence to create products and services that can speed up human progress. It added that Optimus will change how labour is viewed by taking on repetitive or dangerous tasks, allowing people to focus on what they enjoy.
Tesla also said its mission is to use autonomous technology to make life better and safer for everyone. The company believes that affordable and advanced products at scale will support a fair society and raise quality of life. It said that overcoming scarcity and creating sustainable abundance will be difficult but possible through innovation and persistence.
The plan also looked back at Tesla’s journey from its first sports car to its wider range of electric vehicles and energy products. It said the company is now entering a new period of growth that will redefine labour, mobility and energy with robotics and artificial intelligence.
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