Tesla’s Fourth Part of the Master Plan Turned Out to Be Far From a Real Plan

New Tesla Plan: Many Words, Few Details

Tesla has presented its latest master strategy, which, despite its volume, contains very little specifics. It creates the impression that Elon Musk simply tasked his artificial intelligence Grok with compiling a vague meeting, devoid of clear goals or mechanisms for achieving them.

Brand Identity Shift

According to the company, Tesla is no longer an automaker—it is now supposedly an artificial intelligence company. In their statement, they also hint at social changes, promising to combine manufacturing capabilities with autonomous technologies to create products that will promote “global prosperity and economic growth, distributed among all.”

Criticism of Vagueness

This is followed by even more abstract phrasing, such as “growth is infinite” and “innovation removes limitations,” reminiscent of motivational posters. Tesla emphasizes that their goal remains improving safety and quality of life through autonomous technologies, but exactly how is not explained.

Tesla’s Master Plan Part IV Is Anything But A Plan

History of Success and Future Challenges

The company recalls its past achievements: the Roadster gave rise to the Model S and Model X, which, in turn, led to the creation of the popular Model 3 and Model Y, and then the controversial Cybertruck. However, what comes next is unknown. The long-awaited Roadster 2.0 has still not appeared.

The Role of the Optimus Robot

Musk claims that about 80% of Tesla’s value will depend precisely on the Optimus robot. The idea is that this technology is meant to perform monotonous or dangerous work, freeing up people’s time for more creative pursuits. However, for now, this idea remains quite abstract.

Those factors are the most important. ~80% of Tesla’s value will be from Optimus.

The lack of clear details in the new plan raises doubts, especially against the backdrop of the company’s numerous problems, including competition, technological challenges, and safety concerns. While Tesla talks about a “revolutionary period of unprecedented growth,” achieving this will require concrete actions, not just words. Many experts and market observers are waiting for more technically substantiated announcements, especially in the field of autonomous driving and artificial intelligence, that could confirm the company’s ambitions.

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