Elon Musk, CEO of Tesla, stated that the majority of Tesla's future value will come from its humanoid robot, Optimus.
On September 1 (local time), CEO Musk responded affirmatively to a post on X (formerly Twitter) suggesting that Tesla's main future businesses would be autonomous driving software and Optimus, particularly emphasizing the importance of Optimus. He said, "Those are the biggest factors," adding, "About 80% of Tesla's value will be Optimus."
In June of last year, CEO Musk also mentioned that the Optimus robot could one day make Tesla a company valued at $25 trillion. In March of this year, he stated that Tesla plans to produce 5,000 units of Optimus within this year.
Tesla aims to develop and sell a bipedal intelligent robot capable of performing all tasks, from factory operations to household chores. During a conference call in January this year, CEO Musk said, "No company does real-world artificial intelligence as well as Tesla," adding that the company's large-scale investments in AI and robotics will "yield tremendous results in the future."
Musk's comments about Optimus being the core of Tesla's value come at a time when Tesla is experiencing ongoing sluggish sales in the global automobile market. In July, Tesla's new car sales in Europe plummeted by 40.2% compared to the same month last year. In China, which accounts for over 60% of the global electric vehicle market, Tesla's sales in July dropped by 12% year-on-year. In India, where Tesla made an ambitious entry in mid-July, the company reportedly received only about 600 orders over the course of a month.
On September 2, U.S. business media outlet CNBC reported on CEO Musk's remarks about Optimus, stating, "As Tesla continues to face sluggish sales for several consecutive quarters due to an aging lineup, the onslaught of low-cost Chinese electric vehicles, and CEO Musk's provocative political statements, he is trying to persuade Wall Street to focus on Tesla's future."
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