Tesla Shifts Focus from EVs to AI and Robotics in Master Plan Part IV
Tesla Inc. (TSLA) has pivoted its long-term strategy with the release of Master Plan Part IV, emphasizing artificial intelligence and robotics as Core growth drivers over electric vehicles. Elon Musk projects that 80% of Tesla's future value will stem from its Optimus humanoid robot initiative—a bold claim underscoring the company's technological ambitions.
The plan, shared via Musk's X account, diverges from previous detailed roadmaps by presenting a broader vision of a "technological renaissance." Optimus robots are already performing basic tasks in Tesla facilities, with prototypes slated for 2025 and mass production targeting 1 million units annually by 2029 at $20,000-$30,000 per unit.