Musk Stakes Tesla Future on One Major Gamble
In a striking shift of narrative, Elon Musk has declared that Tesla’s future valuation will derive 80% from its Optimus humanoid robots, not its electric vehicle business. This declaration, made in tandem with the release of Tesla’s “Master Plan Part IV,” shifts the spotlight firmly to robotics and AI as the company’s aspirational core. Optimus has morphed from a speculative experiment into Tesla’s defining strategic centerpiece. Musk envisions deploying “thousands” of robots in factories by y