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Tesla’s Optimus Robots to Drive Future Valuation, Musk Claims

Tesla’s Optimus Robots to Drive Future Valuation, Musk Claims

Published:
2025-09-14 16:28:02
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BTCCSquare news:

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.

|Square

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