"Elon Musk's lofty vision for Tesla includes less attention on electric vehicles and a doubling-down on its autonomous robots, even as production for the bots have hit numerous snags. The Tesla CEO said on Monday 80% of Tesla's value would someday come from Optimus robots, the humanoid bot Musk's company introduced in 2021 intended to eliminate dangerous and menial factory tasks. Musk's forecast of the bots' success came shortly after Tesla revealed its " Master Plan Part IV " on Monday, outlining Tesla's goals for the future."
"Investments in adding embedded intelligence to specialized bots has been top of mind for tech leaders. Nvidia CEO Jensen Huang has similarly singled out "physical AI" as the final iteration of AI's four-part evolution, recently introducing a $3,499 developer kit for robot "brains" that begins shipping this month. Musk's emphasis on Optimus robots as the future of Tesla is signalling a similar agenda, according to one analyst. "Elon is not alone in seeing the big future of robotics and physical AI," Kevin Cook, senior stock strategist at Zacks Investment Research, told Fortune. "He's been obviously training his Tesla cars for 15 years with AI systems, and so it's only natural for him to move into other autonomous machines.""
Tesla plans to pivot substantial company value toward Optimus humanoid robots and physical AI, projecting about 80% of future value from those autonomous bots. Master Plan Part IV places increased emphasis on embedding AI into physical products and services to operate at unprecedented scale. Industry peers are also focused on physical AI, with companies like Nvidia releasing developer kits for robotic control. Analysts note Tesla's long history training autonomous systems in vehicles provides a foundation for expanding into other autonomous machines, although production of Optimus has encountered multiple challenges.
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