Elon Musk says Tesla’s future will be defined less by cars and more by artificial intelligence. In a post on X, Musk predicted that about 80 percent of Tesla’s value will come from Optimus, the humanoid robot project, rather than its electric vehicle lineup. The comment came as Musk responded to speculation about Tesla’s newly released Master Plan IV. He confirmed that both Optimus and full self-driving technology are the biggest priorities, calling them central to the company’s roadmap. Musk also promised to provide more specifics about the plan in the coming days after some critics noted it lacked detail. Master Plan IV represents a shift in Tesla’s focus. While earlier plans emphasized vehicles and energy products, this one leans heavily on robotics and AI breakthroughs. EVs, which have defined Tesla’s brand, received little mention. The timing comes as Tesla faces headwinds in its core car business. Sales in Europe fell by more than 40 percent, and the company cut the price of the Model 3 Long Range in China to compete with cheaper rivals like Xpeng. Meanwhile, reports of a compact vehicle spotted at Tesla’s Giga Texas factory suggest cars aren’t entirely off the table. Still, Musk is betting Tesla’s biggest growth will come from software and robots.
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