Tesla’s dominance in the U.S. EV market has started to slip, with its share falling to around 38 percent, the lowest since 2017. Deliveries have also declined globally, down by double digits in the first half of 2025. Facing intensifying competition, Elon Musk is steering Tesla toward a different future.
Instead of relying solely on electric vehicles, Musk’s new “Master Plan Part 4” envisions a company anchored in robotics and artificial intelligence. Central to this is Optimus, Tesla’s humanoid robot, and its autonomous driving and robotaxi systems. Musk has gone as far as to claim these technologies could eventually make up 80 percent of Tesla’s value.
This pivot presents opportunities that could transform Tesla into something far larger than a car company. Robotaxis could create recurring revenue streams, while humanoid robots could open entirely new markets. If Tesla succeeds, the shift could provide the technological leap needed to stay ahead in an increasingly crowded EV landscape.
Yet the risks are significant. Humanoid robotics face hurdles of cost, safety, and mass production, while robotaxis remain entangled in regulatory and technical challenges. At the same time, falling EV sales weaken Tesla’s financial base, testing investor patience. Tesla’s future may well be written not on roads but in labs where robots take their first steps.
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