
qinbafrank|Sep 03, 2025 02:58
Tesla officially released the fourth chapter of its Master Plan (Master Plan Part IV), completely redefining the company’s grand narrative. This time, the company is shifting its focus from electric vehicles and energy to artificial intelligence and robotics, aiming to integrate AI into the physical world on a large scale and create a 'sustainable abundance' society.
The plan builds on Tesla’s nearly two decades of experience in electric vehicles, energy products, and humanoid robots, and introduces five guiding principles such as 'growth is infinite' and 'innovation eliminates limitations.' These principles signal that the company is entering an unprecedented growth phase, committed to accelerating global prosperity through technologies like autonomous driving and humanoid robots.
Regarding these ambitious goals, Tesla CEO Elon Musk provided a more specific figure: 80%. He stated, 'In the future, about 80% of Tesla’s value will come from the Optimus robot.' Essentially, Musk believes robots will play a significant role in future daily life.
We’ve talked about this before—Tesla is currently in a large consolidation phase. The future depends on the rollout and widespread adoption of autonomous driving, which could reveal the prototype of a driverless transportation network. Once robots start mass production, it might mark the period when Tesla breaks out of its consolidation phase and steps onto a new level.
Actually, there are already signs of this happening. The Model YL launched in China is incredibly competitive, and if it’s eventually sold globally, it’s likely to be very popular. This is significant because it addresses market doubts about Tesla’s product capabilities—it’s still capable of building better cars. After all, cars remain Tesla’s core foundation for now.
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