As EV sales continue to plummet, Elon Musk says Optimus robots will make up 80% of Tesla’s value, despite production delays

A black-and-white Tesla Optimus bot stands next to a popcorn maker behind a counter and waves. (Credit: PATRICK T. FALLON—AFP/Getty Images)

• The future of Tesla lies with its humanoid robots, according to CEO Elon Musk. On Monday, the world’s richest man wrote on social media that about 80% of Tesla’s value would eventually come from its autonomous Optimus bots. Tesla on Monday also released its “Master Plan, Part IV,” which put increased emphasis on physical AI.

Elon Musk’s lofty vision for Tesla includes less attention on electric vehicles and a doubling down on its autonomous robots, even as production for the bots have hit numerous snags.