Overview

• Elon Musk’s new roadmap frames a future of “sustainable abundance” built on AI and humanoid robots, with no mention of new consumer EV models.
• Musk posted that roughly 80% of Tesla’s eventual value will come from its Optimus robots, underscoring a shift away from the core car business.
• Tesla’s board proposed a potential pay package reportedly worth up to $1 trillion if targets such as deploying millions of robots and robotaxis are achieved over the next decade.
• Commentators say the document lacks timelines or measurable milestones and note Tesla’s autonomy service remains limited in Austin and San Francisco as Waymo expands in more cities.
• Recent pressure points include EU sales down 42% year over year, an Australian Model Y recall over a window-closing software issue, and a 16% revenue drop last quarter.