Tesla CEO Elon Musk posted on X yesterday that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robots that are still under development and not yet earning revenue. Tesla, of course, still makes the vast majority of its declining revenue on cars that people drive, but Musk has been shifting the company’s value proposition to emphasize its future in autonomous cars and robots. The company’s latest “Master Plan” reiterates the concept of “sustainable abundance” from an earnings call earlier this year, but is again notably light on details.