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Elon Musk Says This Tesla Project Will Make up Vast Majority of Company Value

Tesla anticipates Optimus robots will contribute about 80% of its value, with plans to produce 5,000 units in 2025 for tasks from factory work to babysitting.

  • Elon Musk stated on X that Tesla's Optimus humanoid robot project will eventually represent about 80% of the company's market value.
  • This claim follows ongoing challenges in Tesla's core automotive sales, amid rising competition and an aging vehicle lineup, prompting a strategic shift toward AI and robotics.
  • Tesla intends to start initial Optimus robot production at its Fremont facility in 2025, with plans to first utilize these robots for tasks within its manufacturing plants.
  • Musk predicted Optimus could boost Tesla's market cap to $25 trillion, surpassing half of the S&P 500, and expects annual production in the millions at a $20,000 price point.
  • While Tesla leads real-world AI and robotics efforts, experts caution that significant technical and regulatory hurdles remain before widespread Optimus deployment is achievable.
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Bloomberg broke the news in United States on Tuesday, September 2, 2025.
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