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 this time’s panorama than ever, particularly as Tesla leans extra on its prowess as an AI, autonomy, and robotics firm fairly 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 challenge 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 foremost contributor to Tesla’s valuationbeing price about 80 p.c of the corporate’s complete market cap:
These are the largest elements.
~80% of Tesla’s worth shall be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
It is a level Musk has beforehand mentioned, however he has by no means listed a particular quantity by way of what Optimus might imply to Tesla. Up to now, he’s talked about Optimus’s means to generate long-term income potential, its worth to the corporate, and its influence available on the market general.
Musk has mentioned Optimus has the potential to be price over $10 trillion in income:
“It’s a type of issues the place I feel long run, Optimus shall be — Optimus has the potential to be north of $10 trillion in income, prefer it’s actually bananas. So, that, you possibly can 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 an excellent deal.”
Optimus has been a foremost level of dialogue amongst analysts who cowl the corporate. Piper Sandler not too long ago launched a be aware that mentioned “Optimus needs to be shifting/staging components inside Tesla’s services” by this time subsequent 12 months.
Analysts additionally mentioned that Optimus might be a serious profit for firms to herald to deal with tedious duties in manufacturing settings. If it is ready to work 18-hour shifts, the agency believes Tesla might worth it at $100,000 per unit.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Road agency
Different corporations, like Morgan Stanley, have mentioned Tesla might change its personal workers by 10 p.c with Optimus, saving the corporate $2.5 billion.
