Tesla has officially released the full document of "Master Plan Part 4." On the cover of the document, an Optimus robot is shown opening a car trunk.

Compared to the first three parts, which focused more on new energy vehicles and a sustainable energy ecosystem, this document significantly increases the emphasis on AI and robotics. It begins by stating that the next chapter of Tesla's story will create a world that humans have only begun to imagine, achieving it on an unprecedented scale. Tesla is currently developing products and services that bring AI into the physical world.

Regarding product development, "Master Plan Part 4" establishes the company's principle of "using technology to solve real-world problems." For example, autonomous vehicles can improve the affordability, accessibility, and safety of transportation while reducing pollution. Meanwhile, the humanoid robot Optimus has the potential to change perceptions of labor, particularly by helping people escape monotonous or dangerous work. Tesla notes: "To further accelerate innovation, every product we build is more efficient and sustainable than the last."

It is worth mentioning that, coinciding with the release of "Master Plan Part 4," Musk reaffirmed the strategic importance of the robotics business to Tesla. He stated that the scaling of Full Self-Driving (FSD) and Optimus will be the most critical priorities, as approximately 80% of Tesla's future value is expected to come from Optimus robots.

Tesla believes that by leveraging the experience of large-scale production in the automotive industry, it is feasible to mass-produce robots to replace human labor. The ultimate goal is to establish a brand-new, machine-driven production system, thereby achieving exponential growth in productivity. At the Saudi-U.S. Investment Forum held in Riyadh, Musk boldly predicted that the number of humanoid robots would eventually reach hundreds of billions.

Since the beginning of this year, Musk has repeatedly outlined the vision for scaling Optimus production. On March 21, he stated that Tesla aims to produce 5,000 Optimus units in 2025 and plans to increase production tenfold to 50,000 units by 2026. On April 23, Musk further claimed that Optimus production is expected to reach 1 million units annually by 2029.

In terms of humanoid robotics development, Optimus 3 is widely regarded as Tesla's latest design. During the Q2 earnings call this year, Tesla indicated that the design of Optimus 3 has been largely finalized, and the company is actively advancing the prototype release and mass production plans, with an expected launch by the end of this year. Subsequently, Musk also denied rumors that the Optimus 3 design has "major flaws."