Tesla's $20 Trillion Secret? Musk Says Robots Could Be 80% Of Its Value

Core Viewpoint - Tesla is shifting focus from electric vehicles to autonomous vehicles and the Optimus humanoid robot, which CEO Elon Musk believes will significantly contribute to the company's future growth and valuation [2][3]. Group 1: Optimus and Future Valuation - Musk stated that "80% of Tesla's value will be Optimus," suggesting a potential valuation of around $20 trillion for the robot segment [3]. - The company is targeting to have three prototypes of Optimus available by the end of 2025, with scaled production expected in 2026, aiming for an annual production goal of one million units as quickly as possible [4]. - Musk envisions that Optimus could help Tesla achieve a market capitalization of $25 trillion through advancements in autonomous transport and robotics [5]. Group 2: Market Potential and Analyst Insights - Nvidia CEO Jensen Huang believes that Optimus could be the first humanoid robot to achieve high production volume, indicating a potential multi-trillion-dollar industry [6]. - RBC Capital analyst Tom Narayan has highlighted the future value of Tesla stemming from robotaxis, full self-driving (FSD), and humanoid robots, with a price target of $325 for Tesla stock [7]. - Narayan estimates a base value of $36.6 billion for humanoid robots in the short term, suggesting that the potential upside could be significantly greater if used in home or retail applications [8]. Group 3: Stock Performance - Tesla's stock is currently down 1.4% to $329.30, with a year-to-date decline of 13.2% in 2025, reflecting market volatility [10].