Tesla’s Optimus Robots to Drive Future Valuation, Musk Claims
Elon Musk has pivoted Tesla's growth narrative from electric vehicles to humanoid robotics, asserting that 80% of the company's future value will stem from its Optimus project. The declaration sent Tesla shares soaring 7.36%, despite looming earnings pressure. Analysts project a 30% decline in 2025 earnings as EV sales stagnate.
The Optimus platform enters a competitive field against Boston Dynamics and Figure AI, with Musk estimating a $10 trillion total addressable market. However, commercial viability remains years away—a temporal disconnect that underscores Tesla's current valuation challenges. The robotics bet marks a strategic shift from Tesla's previous emphasis on autonomous vehicle technology.