Tesla shifts focus to AI and robots in new Master Plan IV

Tesla unveiled its highly anticipated Master Plan Part IV on September 2, 2025, marking a dramatic strategic pivot away from its electric vehicle roots toward artificial intelligence and robotics. The plan envisions achieving "sustainable abundance" through AI integration into physical systems, with CEO Elon Musk boldly claiming that approximately 80% of Tesla's future value will derive from its Optimus humanoid robot project.

The document, published on Musk's X platform, represents the company's fourth strategic blueprint since 2006, but departs significantly from previous plans that contained specific product roadmaps and concrete objectives. Instead, Part IV presents a philosophical vision for humanity's future where AI-powered robots handle dangerous and monotonous tasks, autonomous vehicles revolutionize transportation, and Tesla leads what it calls a "technological renaissance."