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RE: wasn’t Tesla turning into an Optimus company?

Tesla is no longer primarily an electric‑vehicle car company. It still makes EVs, but its center of gravity has shifted dramatically toward robotics, autonomous systems, and what Elon Musk calls “Physical AI.”

Tesla’s own Master Plan Part IV explicitly states that the company’s mission now includes building products that bring AI into the physical world—EVs, energy systems, and humanoid robots.

Tesla plans to spend over $20 billion by 2026, with the bulk going to autonomous vehicles, robotaxis, and robotics—not traditional car manufacturing.

So, Tesla in 2026 = A hybrid of:
Robotics manufacturer (humanoid robots, factory automation)

Autonomous mobility platform (robotaxis, AI driving systems)

AI hardware + software company (“Physical AI”)

Energy + infrastructure tech (still present, but not the main story)

EV manufacturer (still important, but no longer the core identity)