The founder of Tesla, Elon Muskyou are convinced that 80% of the benefits of Tesla In just five years they will concentrate on the business of the Humanoid robotscentered on the robot Optimus. The executive director of Tesla acknowledged that the company will obtain approximately “80% of its optimus value”, the robotic initiative that first promoted four years ago. Musk made this prediction shortly after Tesla published his latest “Master Plan”, an updated corporate manifesto that mentioned robots for the first time.
While vehicles represented 74% of the second quarter revenues, sales and profits are decreasing, and Musk has urged investors to focus on robots and autonomous technology. Tesla intends to expand optimus production to a million annual units in five yearswith the launch of the prototypes of Optimus 3 planned by the end of this year. First presented in 2021, the robot is designed for factory and domestic tasks. “An incredible effort will be needed, but I think it is possible,” Musk said, to add “it will be the most successful product of humanity.”
“We are developing the products and services that incorporate AI into the physical world,” Tesla said in X, the social network of Musk. “We have worked tirelessly for almost two decades to lay the foundations of this technological rebirth through the development of electric vehicles, energy products and humanoid robots.” Musk first published a master plan for Tesla in 2006, establishing a road map that the company continued to a large extent: to manufacture an electric sports car and then use the funds generated to manufacture increasingly affordable vehicles.
On the other hand, Musk himself recently recognized that Tesla has not yet executed his second master plan, published in 2016, which contemplated the marketing of semi -trailers and electric buss, the development of autonomous driving capacity and the launch of an autonomous vehicle service. Musk also strongly criticized the third Tesla plan, published in 2023, for being “too complex for almost anyone to understand.”
While Tesla complied with Musk’s promise to be more concise (the last plan has less than 1,000 words), it also lacks details. Musk has been equally inaccurate about progress towards the transformation of Optimus into a business, declaring in January that his “very approximate estimate” was that Tesla could be ready to start delivering their robots to other companies in the second half of 2026. However, Musk has highlighted Optimus’s potential as the company’s car business has lost impulse. Tesla vehicles deliveries worldwide fell 13% in the first half of the year, which places the manufacturer of electric vehicles on its way to its second consecutive annual decrease.
