Musk Unveils New Tesla ‘Master Plan’ That Puts AI-Powered Robot at Core of Future Value

The fourth edition of Elon Musk’s strategic roadmap leans heavily on humanoid robots and AI-driven autonomy, as Tesla’s vehicle sales slow and margins tighten.
Musk Unveils New Tesla ‘Master Plan’ That Puts AI-Powered Robot at Core of Future Value
A Tesla Optimus robot scoops popcorn and waves at attendees at the Tesla Diner and Drive-In restaurant and Supercharger in Los Angeles on July 21, 2025. Patrick T. Fallon/AFP/Getty Images
Tom Ozimek
Tom Ozimek
Reporter
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Tesla unveiled its latest “master plan” on Sep. 2, casting artificial intelligence, self-driving technology, and humanoid robots as the future of the company, with CEO Elon Musk saying that the Optimus robot will eventually account for the vast majority of Tesla’s value.

In a post on X, Musk wrote “~80% of Tesla’s value will be Optimus” in response to a user suggesting the plan’s core steps are to scale full self-driving software and robots. The comments highlight Tesla’s growing emphasis on automation at a time when its core electric vehicle business faces slower sales and shrinking margins.
Tom Ozimek
Tom Ozimek
Reporter
Tom Ozimek is a senior reporter for The Epoch Times. He has a broad background in journalism, deposit insurance, marketing and communications, and adult education.
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