AI FocusTesla’s Master Plan 4, posted on X in Sept 2025, pivots from EVs to AI and robotics, emphasizing Optimus and “sustainable abundance” with few specifics.
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Vague Promises 983 words, it’s Tesla’s shortest plan, criticized for lacking concrete goals, reading like AI-generated text with buzzwords like “infinite growth.”
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Optimus Vision Tesla aims to produce 1M Optimus robots by 2029 for tasks like logistics, but past demos relied on human control, raising feasibility doubts.
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Financial Struggles Tesla’s Q1 2025 saw a 71% net income drop and 15% auto margins, with critics warning AI focus may strain resources amid EV sales decline.
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Skepticism Grows Analysts call the plan “utopic nonsense” for lacking timelines, while Tesla’s unfulfilled past plans and competition from Waymo fuel doubts.