Musk Puts Optimus and Cybercab at the Center of Tesla’s Future Value

Elon Musk says Optimus and Cybercab will account for most of Tesla’s value, putting the humanoid robot and autonomous vehicle at the center of his vision for the company even as the new Roadster attracts attention.

Key Takeaways

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• Musk said Optimus and Cybercab will represent the vast majority of Tesla’s value in an October 18 post on X.
• His comment came in response to a discussion about the Roadster’s commercial importance, without providing a valuation or timeline.
• Separately, factory watcher Joe Tegtmeyer says Tesla appears to be completing the Optimus factory building before installing major equipment. That remains his assessment, rather than a confirmed Tesla construction schedule.

“Optimus and Cybercab will be the vast majority of Tesla’s value,” Musk wrote in the October 18 post. He was replying to a post by the account Teslaconomics that argued that judging the Roadster solely by sales and margins missed its significance.

Musk linked his outlook to the potential scale of AI, robots, solar power and space transport, before adding: “But Roadster is super cool, so we’re doing it anyway.”

The comment sets out his expectations for Tesla’s future business mix. It does not include a financial breakdown, an Optimus sales forecast or a new delivery commitment.

Building first, equipment later?

The manufacturing effort behind that ambition received a separate update from Joe Tegtmeyer, who tracks Tesla’s Texas construction projects by drone. In an October 17 appearance on Dr. Know-it-all’s YouTube channel, he described a different approach to the Optimus factory build-out.

Tegtmeyer said major equipment deliveries had not yet happened and described Tesla as working to complete the building, including its roof, before bringing machinery inside. He contrasted that with Giga Texas, where production equipment was installed while parts of the building were still unfinished.

That is an outside observer’s account, not confirmation of Tesla’s equipment procurement or production timetable. It also concerns the Texas facility, separate from the reported Optimus production activity at Fremont, which we previously covered.