Automotive. Will Tesla stop building electric cars?
With its fourth "Master Plan," unveiled on September 1st on the social network X, Tesla is charting an unexpected course. The company is no longer talking only about electric cars, but also about artificial intelligence and humanoid robots. This shift raises questions about its future as an automaker.
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Since its inception, Tesla has built its image on automotive innovation. The Model 3 and Model Y have propelled the brand to the top of global electric vehicle sales. But the Model X's Master Plan 4, unveiled Monday, September 1, appears to mark a turning point.
Elon Musk doesn't mention new models or industrial innovations related to cars. The focus is on AI, robotics, and the Optimus project, which is expected to represent up to 80% of the company's future value. The automobile, long Tesla's flagship, now appears as a stepping stone rather than an end in itself.
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The plan speaks of "sustainable abundance": the idea that AI applied to the physical world can solve scarcity and transform the economy. Tesla promises robots capable of assisting in production and, eventually, becoming part of everyday life.
A way to revive the business?It's no coincidence that the company seems to be turning away from its core mission as a car manufacturer. Indeed, the company appears to have been going through a crisis for several months (especially since the controversial stance taken by its boss).
In Europe, its sales have plummeted (down by up to 40% in July 2025). At the same time, Tesla is facing fierce competition from Chinese brands, particularly BYD, which has managed to establish itself on the Old Continent thanks to a more affordable offering.
Le Progres
