On September 7, Tesla established an official X account titled “Tesla Optimus”. The account description indicates it will primarily introduce AI-related products including “Tesla humanoid robots, intelligent driving assistance, Robotaxi autonomous ride-hailing services, and Coetex computing clusters.”
The account has just dropped its debut post, which mainly puts the look of Tesla’s humanoid robot on display—with the caption: “I’ve been working on my figure.” Based on reference shots, the robot has the Tesla logo and a light gold-and-black color scheme, likely matching the previously leaked “ humanoid robot Optimus .”
On September 2nd, Tesla unveiled “Master Plan 4” via its official X account. The cover image features the Optimus robot opening a car trunk—a detail that signals a pivotal shift in Tesla’s long-term strategic roadmap: a comprehensive shift from electric vehicles and energy solutions toward artificial intelligence and robotics.
Tesla’s Next Chapter: AI and Robotics
According to Master Plan 4, Tesla has built up an impressive track record of relentless technological progress over nearly two decades—all driven by its work on electric vehicles, energy solutions, and bionic robots. As artificial intelligence grows ever more impactful, Tesla is turning the page to its “next chapter”: a focus on “creating products and services that weave AI into the fabric of real life,” a shift that will lay the groundwork for a “sustainable and prosperous future.”
Tesla’s Master Plan 4 lays out five guiding principles that will steer its future direction: “Growth is infinite,” “Innovation removes limitations,” “Technology solves real-world problems,” “Automation must benefit all humanity,” and “Greater adoption drives greater growth.”
Notably, under the principle of “Technology Solves Real-World Problems” ,Tesla clearly defines its product development focus—with concrete examples to illustrate this direction. For instance, it aims to ease traffic congestion and cut down on environmental pollution through autonomous driving technology; meanwhile, its humanoid robot Optimus is designed to take over tedious, repetitive, or hazardous tasks, freeing humans from such work.
The unveiling of Master Plan 4 signifies Tesla’s strategic pivot from electric vehicles and energy solutions toward artificial intelligence and robotics.Central to this new direction is Tesla’s commitment to pursuing broader, boundless growth, with technologies like autonomous driving and humanoid robots serving as its core drivers.
Regarding implementation of Master Plan 4, Elon Musk—Tesla’s founder and CEO—shared key insights on social media. He emphasized that autonomous driving and the Optimus robot will be the company’s top strategic priorities going forward. Going a step further, Musk also offered a bold projection: roughly 80% of Tesla’s future value, he noted, will stem from the Optimus robot.
