Musk Stakes Tesla Future on one major gambling

In a remarkable shift in the narration, Elon Musk announced that the evaluation of the future Tesla will be derived 80 % of Optimus human robotsIt is not its electrical business.

This announcement, which was released along with the “Plan Plan Master Part Part IV” version, turns the lights firmly into robots and AI as the essence of the ambitious company.

Optimus has turned from a speculative experience to the strategic selected Tesla axis. Musk imagines the publication of “thousands” of robots in factories by the end of the year, with production increasing to one million units annually by 2030 and Value From each robot ranges between $ 20,000 and $ 30,000.

This axis comes amid a noticeable slowdown in the basic tesla works. Global delivery operations decreased About 13 % in the first half of 2025Which causes musk to the tendency to robots as the weight of a future budget.

He said at the company’s shareholders ’meeting in June:” My expectations are that the majority of Tesla value in the long run will be Optius. ” Now that we knew that the majority may mean up to 80 % of this value, Wall Street has some ideas.

It seems somewhat investors in it?

Tesla shares increased modestly by 1.4 % after the announcement, surpassing the broader market. One of the optimistic drivers may be the CEO of Salesforce Marc Benioff, who praises Ai Push’s Musk after visiting the Tesla’s Robot facility.

However, many analysts and investors are still optimistic. UBS, Wedbush and Cantor Fitzgerarald wrote on notes for investors that they see the promise in Tesla’s AI and Robotics projects, especially robotics and Optimus lines in the future, although the basics near the range are still weak.

In addition, although stock shares decreased by 8 % after release of profits, analysts such as Dan IVES from Wedbush and Mikey Legg keep from Benchmark with long -term expectations. They refer to the liquidity of Tesla and the aspirations of artificial intelligence The foundations for growth in the futureEven amid short -term fluctuations.

Goldman Sachs went to the point of writing in a report Last year, human robots “the following technology usually adopted after EVS and smartphones” can become.

Critics see Speedbumps

However, suspicions are deeply working.

Many investors Tesla Dealimous fears About the decrease in EV sales and political deviations that undermine the basic Tesla operations, wondering whether the Musk axis in robots hides deeper structural issues. Even with this anxiety, many Tesla supporters say that when Musk left for a short period, the company was unable to maintain the same type of value, without robots.

“A lot of the stock price is linked to Elon’s love and connecting robots to everything for us. But when he left, he was a cards, James Macrichi, Tesla’s private investor, told Reuters:” I think the same thing may be true in Tesla. It is a good company, but it may be a much better company and is excessively estimated. “

Neutral market sounds indicate the worst sales of Tesla in the years, with investors dividing. Analysts at JPMorgan and Morgan Stanley have reduced expectations, warning that the returns from the changing artificial intelligence of the game and robots may be years away.

The competitors take a different path

Supporters argue that Optimus represents an unprecedented option. Column Washington Post It suggests that human robots can open production gains similar to the manifestations of smartphones, which may reshape economics.

Comimino like Amazon looks unbalanced. Although more than 750,000 industrial robots operate in its warehouses, the e -commerce giant He still focuses on non -human automationHint to the various philosophies about spreading robots.

Tesla’s announcement may be the most daring in the history of long musk from bold statements. OPTIMUS framing as an engine of 80 % of its market value indicates a decisive shift away from old automatic manufacturing towards Android and physical AI.

But how will they earn money?

The biggest question remains: When will these robots earn any money?

Without a clear commercial road map, realistic development schedules, or evidence that human robots can expand profitable, investors can grow. The contrast between the vision of Tesla and the pragmatism on the Amazon on the robots highlights the broader difference in the industrial strategy.

With Optimus from Manifesto to Market Market, Tesla must answer whether the first bold robot thesis can be presented, or if it may join the ranks of excessive technological dreams.