Yesterday.Teslaunveiled the fourth chapter of their Ambitious Plan. Unlike previous blueprints focusing on automobiles or energy products, Tesla this time depicts a more distant, and more idealized, endpoint:
a network of AI and robot-led 'sustainable abundance' societies.
CEO Musksaid the value of the Tesla 80%, which will come from Optimus (Humanoid Robot).
Rather than choosing to return to more specific business or product planning, compared to the previous three chapters, the latest fourth chapter scales up the blueprint once more, upgrading it from transforming the global energy system to reshaping the productivity structure of human society itself.
In this new blueprint, Artificial Intelligence (AI) is elevated to the underlying technology that drives everything, becoming the brain of the entire system; and the humanoid robot (Optimus), the physical entity responsible for performing all production tasks. And Tesla's existing hardware business, such as automobiles and energy storage, will all become downstream application scenarios for its AI capabilities.
All of this presupposes that the robots themselves must be able to be manufactured on a large scale. Tesla believes that it is logistically feasible to rapidly mass-produce robots to replace human labor by taking a page from the automotive industry's experience with mass production. Their ultimate goal is to create a new, machine-driven production system that will lead to exponential productivity growth.
In response to the question "What happens to the unemployed when robots replace the human labor force?", Musk said:
The future will be one of universally high incomes (not just basic incomes). Everyone will have the best health care, food, shelter, transportation and everything else. This is a form of 'sustainable abundance'.
It's worth noting that in the promotional video for Chapter 4, Cyber SUV modeling content appears.
From the exposed part, the Cyber SUV will be similar to Cybertruck (Cyber pickup) similar angular design, the front windshield still adopts a large, large tilt design the rear part of the body will adopt the shape of a normal SUV, eliminating Cyberturck's large sliding back shape; the rear window line upward pick up.