CEO Elon Musk postponed focus: Tesla share should grow through Optimus instead of e-cars

• According to Musk, 80 percent of Teslas should come from Optimus in the future
• Sales weakness in the car business is polluted by Tesla
• Robotaxis and humanoid robots should dominate the business

Tesla CEO Elon Musk Align the view to the front and shift the focus of electric cars on robotics and artificial intelligence. According to Musk, the majority of the company value should no longer come from the vehicle business in the coming years, but from Tesla’s humanoid robot “Optimus”.

“~ 80 % of Teslas will be optimus,” wrote Musk on September 1, 2025 on the platform X. As early as mid-2024, the multimilliaristian said according to CNBC that Optimus could turn Tesla into a $ 25-Billion group. This would make up more than half of the market value of the entire S&P 500. However, Musk has repeatedly noticed by bold promises that were often not implemented.

Those are the biggest factors.

~ 80% of Tesla’s value will be optimus.

– Elon Musk (@elonmusk) September 1, 2025

Tesla is increasingly under pressure: Sales weakness in the car business

The U -turn is probably not without reason: Tesla’s electric vehicle business has been in a sales lowing for several quarters. In the second quarter of 2025, deliveries worldwide dropped by around 13.5 percent in the year, and the number of admission in many European countries has also fallen significantly.

As reasons, experts usually call the strong competition of cheaper Chinese manufacturers such as BYD or NIO, an aging model range as well as the polarizing political rhetoric Musks and its – at least in the past – close connection to the Trump government.

Teslas motivated future vision: robotaxis and humanoid robots

Instead, Musk advertises for a future image in which autonomous robotaxis and humanoid robots carry most of the business. “It is important to note that Tesla is by far the best in the world in real World Ai,” said Musk in the telephone conference in the second quarter of 2025. But Tesla lags behind in the Robotaxi market: Just tests in Austin and San Francisco have recently started, while alphabets Waymo is already traveling in numerous cities and in May the mark of 10 million rides. In China, Baidu also operates a commercial robotaxi service with Apollo Go.

The competition is also growing in the robotics area. According to CNBC, companies such as Boston Dynamics, Agility Robotics, Apptronik, 1x, Figure and the Chinese Unitree compete, which won several medals at the World Humanoid Robot Games.

Investors excited: Can Optimus Musks promise?

Despite the competition, Musk puts great hopes for Optimus. In March, he announced that he produced the first 5,000 robots in 2025. In the shareholder presentation for the first quarter of 2025, it was said that in the plan for “buildings from Optimus on our pilot production line in Fremont in 2025, with broad use of bots, the useful work in our factories.” However, Tesla recently had to accept a setback: Milan Kovac, Vice President for Optimus Robotics, left the company in June after nine years, as he announced on X.

Whether Tesla’s future is actually in robots and AI remains open. Musk, however, shifts the story away from Electric car towards a new billion dollar market. Investors on Wall Street take a close look whether optimus can actually meet the high expectations.

Bettina Schneider / Editor Finanzen.net

Selected leverage products on Alphabet A (Ex Google)

With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Alphabet A (Ex Google)

The lever must be between 2 and 20

Advertising