Tesla CEO Elon Musk has not shied away from the concept the corporate’s worth will not be reliant on its efficiency as an automaker.
That concept is much more prudent in at present’s panorama than ever, particularly as Tesla leans extra on its prowess as an AI, autonomy, and robotics firm quite than one that simply makes electrical automobiles.
Musk solidified that time on Monday, as he revealed that he believes the overwhelming majority of Tesla’s valuation will depend on a venture that the corporate has been growing for a number of years.
The CEO has lengthy mentioned how robotics will revolutionize the labor panorama in factories, households, and different workplaces.
He believes Optimus, as it’s rolled out within the coming years, will actually take over because the fundamental contributor to Tesla’s valuationbeing value about 80 p.c of the corporate’s whole market cap:
These are the most important components.
~80% of Tesla’s worth can be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
It is a level Musk has beforehand mentioned, however he has by no means listed a selected quantity by way of what Optimus may imply to Tesla. Prior to now, he’s talked about Optimus’s capacity to generate long-term income potential, its worth to the corporate, and its affect available on the market total.
Musk has mentioned Optimus has the potential to be value over $10 trillion in income:
“It’s a kind of issues the place I believe long run, Optimus can be — Optimus has the potential to be north of $10 trillion in income, prefer it’s actually bananas. So, that, you’ll be able to clearly afford quite a lot of coaching compute in that state of affairs. In reality, even $500 billion coaching compute in that state of affairs can be fairly a very good deal.”
Optimus has been a fundamental level of dialogue amongst analysts who cowl the corporate. Piper Sandler not too long ago launched a be aware that mentioned “Optimus ought to be shifting/staging elements inside Tesla’s amenities” by this time subsequent 12 months.
Analysts additionally mentioned that Optimus might be a serious profit for firms to usher in to deal with tedious duties in manufacturing settings. If it is ready to work 18-hour shifts, the agency believes Tesla may value it at $100,000 per unit.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Avenue agency
Different companies, like Morgan Stanley, have mentioned Tesla may exchange its personal employees by 10 p.c with Optimus, saving the corporate $2.5 billion.
