Image: Tesla
Elon Musk has once again emphasized the importance of Tesla’s humanoid robot, Optimus, saying it will ultimately represent the majority of the company’s value.
Responding to a question on X about the steps needed to achieve Tesla’s newly published Master Plan Part 4, Musk said scaling Full Self-Driving (FSD) and Optimus are the biggest factors. “~80% of Tesla’s value will be Optimus,” he added.
Tesla unveiled Master Plan Part 4 on Monday, outlining its long-term vision to achieve “sustainable abundance” by scaling AI technologies like autonomy and robotics. Optimus plays a central role in this strategy. Musk has previously described the robot as one of Tesla’s most important products, potentially more valuable than the company’s vehicle business.
During an interview in July, Musk said Optimus V3 — the latest version of the humanoid robot — is now ready for volume production. He suggested that if Tesla is able to eventually manufacture a billion units annually, Optimus could generate upwards of $30 trillion in revenue. While that scale is far off, Musk said Optimus will soon begin performing factory tasks at Tesla, marking the first step toward commercial deployment.
So far, Musk has been vague about when Optimus might actually become a business. Back in January, he said his “very rough guess” was that Tesla could begin delivering the robots to other companies in the second half of 2026.
The CEO has also signaled his plans to integrate AI models like Grok, developed by his xAI startup, into Optimus to enhance its usefulness. With Tesla increasingly positioning itself as an AI and robotics company rather than just an automaker, Musk’s comments underline how central Optimus is to the company’s future.
