Image: Tesla
Elon Musk says Tesla‘s future value will come largely from Optimus and Cybercab, even as the company moves ahead with its new Roadster. Musk made the comments in a reply on X at 10:01 PM PT Saturday, responding to Teslaconomics, which argued that anyone focused only on the Roadster’s sales and profit margins is missing the bigger picture.
Musk wrote that “Optimus and Cybercab will be the vast majority of Tesla’s value.” He went on to say that the only things capable of scaling “to incredible size (K2 and beyond) economically” are “super intelligence, robots, solar power and mass to space.” He didn’t explain what he meant by “K2” or provide figures to support his claim about Tesla’s future value.
He continued, “And, of course, if you have the first two, the rest will follow.” Based on the order of his list, Musk appears to be referring to super intelligence and robots, although he didn’t explicitly say so. As for the Roadster, he wrapped up his reply with a simple explanation: “But Roadster is super cool, so we’re doing it anyway.”
Teslaconomics’ post had floated a Tesla and SpaceX merger. Musk didn’t address that in his reply, though he has left the question open before. At the All-In Summit, Musk initially joked about the idea before saying “you can imagine what action one might take when there’s so much close collaboration in so many areas.”
Meanwhile, Tesla is pressing ahead with the Roadster. The company unveiled the new sports car in Waco, Texas, on October 15, showing three configurations: Performance, Thrust and Rocket. Tesla claims the Rocket version can accelerate from 0 to 60 mph in under 0.59 seconds, as detailed in our Roadster reveal coverage. Pricing has yet to be announced, but reservations require a $50,000 deposit.
There is also a direct connection between the Roadster and Tesla’s robotics work. In a recent interview, Tesla’s Lars Moravy explained that the Roadster’s rear wing uses leg actuators developed for Optimus, adding that “nobody in the world is better at making the actuators than us.” Moravy also revealed that Tesla currently has four or five Roadster prototypes, with a larger build planned for early next year while development of the base model continues.
Musk’s comments also come as investors turn their attention to Optimus and Cybercab ahead of Tesla’s October 21 earnings call. When we checked the company’s investor question list, the most popular question asked how Tesla plans to expand its Cybercab fleet beyond Austin, while others wanted to know how much each Optimus robot costs to manufacture. With Musk now saying these two projects will account for most of Tesla’s value, do you think Optimus and Cybercab will end up being most of what Tesla is worth?
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