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1h ago

Musk Says 80% of Tesla’s Value Will Come From Optimus as Master Plan Part IV Pivots to AI

The new manifesto emphasizes “sustainable abundance” through robotics, drawing criticism for lacking concrete milestones.

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Overview

  • Tesla published Master Plan Part IV on X, reframing its strategy around Optimus humanoid robots, robotaxis and what it calls physical AI.
  • Elon Musk wrote that roughly 80% of Tesla’s future value will come from Optimus, which has not yet been commercialized.
  • Tech outlets said the plan is vague compared with earlier roadmaps, noting few timelines or measurable targets.
  • Operational strains continue, including a 13% decline in first‑half deliveries, reported setbacks on Optimus production, export‑control constraints, and the June departure of robotics executive Milan Kovac.
  • Rivals are advancing in robotaxis and humanoid robots, and Kalshi bettors assign low odds to a pre‑2027 Optimus launch; Tesla also teased a Cyber SUV in a video without confirming a product.