Tesla CEO Elon Musk has not shied away from the idea that the company’s value is not reliant on its performance as an automaker.

That idea is even more prudent in today’s landscape than ever, especially as Tesla leans more on its prowess as an AI, autonomy, and robotics company rather than one that just makes electric cars.

Musk solidified that point on Monday, as he revealed that he believes the vast majority of Tesla’s valuation will rely on a project that the company has been developing for several years.

The CEO has long discussed how robotics will revolutionize the labor landscape in factories, households, and other workplaces.

He believes Optimus, as it is rolled out in the coming years, will truly take over as the main contributor to Tesla’s valuation, being worth about 80 percent of the company’s total market cap:

Those are the biggest factors.

~80% of Tesla’s value will be Optimus.

— Elon Musk (@elonmusk) September 1, 2025

This is a point Musk has previously discussed, but he has never listed a specific number in terms of what Optimus could mean to Tesla. In the past, he’s mentioned Optimus’s ability to generate long-term revenue potential, its value to the company, and its impact on the market overall.

Musk has said Optimus has the potential to be worth over $10 trillion in revenue:

“It’s one of those things where I think long term, Optimus will be — Optimus has the potential to be north of $10 trillion in revenue, like it’s really bananas. So, that, you can obviously afford a lot of training compute in that situation. In fact, even $500 billion training compute in that situation would be quite a good deal.”

Optimus has been a main point of discussion amongst analysts who cover the company. Piper Sandler recently released a note that said “Optimus should be moving/staging parts within Tesla’s facilities” by this time next year.

Analysts also said that Optimus could be a major benefit for companies to bring in to handle tedious tasks in manufacturing settings. If it is able to work 18-hour shifts, the firm believes Tesla could price it at $100,000 per unit.

Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Other firms, like Morgan Stanley, have said Tesla could replace its own staff by 10 percent with Optimus, saving the company $2.5 billion.

SpaceX CEO Elon Musk recently shared an insane feat accomplished by Starship’s upper stage during its tenth test flight.

Despite the challenges it faced during its return trip to Earth, Flight 10’s Starship upper stage demonstrated impressive accuracy when it came to its target landing zone.

Against the odds

Musk’s update was shared on social media platform X. In a conversation about Starship upper stage’s return to Earth, Musk revealed that the upper stage splashed down just 3 meters (under 10 feet) from its intended target. Considering the size of the Starship upper stage and the ocean itself, achieving this accuracy was nothing short of insane.

Starship Flight 10 was a success as both the Super Heavy booster and Ship upper stage completed all their mission objectives. However, videos and images released by SpaceX showed the upper stage’s heat shield scorched golden-brown and parts of its aft skirt visibly missing. The flaps and other surfaces also bore signs of heavy stress from reentry.

SpaceX highlighted this in a post on X: “Starship made it through reentry with intentionally missing tiles, completed maneuvers to intentionally stress its flaps, had visible damage to its aft skirt and flaps, and still executed a flip and landing burn that placed it approximately 3 meters from its targeted splashdown point,” SpaceX noted.

A key milestone

The result stands in stark contrast to Starship’s earlier test flights this year, when all three prior upper-stage flights in 2025 ended in premature breakup before splashdown. Flight 10 not only marked the first successful splashdown of the year for the Starship upper stage, but it also delivered near-perfect precision despite its battered state, according to a Space.com report.

For SpaceX, this success is a critical proof point in developing a fully reusable launch system. A spacecraft capable of surviving severe reentry conditions and still landing within meters of its target underscores the robustness needed for future missions, including orbital payload deliveries and, eventually, landings on the Moon and Mars.

Elon Musk revealed when SpaceX would perform the first-ever catch attempt of Starship, its massive rocket that will one day take life to other planets.

On Tuesday, Starship aced its tenth test flight as SpaceX was able to complete each of its mission objectives, including a splashdown of the Super Heavy Booster in the Gulf, the deployment of eight Starlink simulators, and another splashdown of the ship in the Indian Ocean.

It was the first launch that featured a payload deployment:

SpaceX Starship Flight 10 was so successful, it’s breaking the anti-Musk narrative

SpaceX was transparent that it would not attempt to catch the Super Heavy Booster, something it has done on three previous occasions: Flight 5 on October 13, 2024, Flight 7 on January 16, and Flight 8 on March 6.

This time, it was not attempting to do so. However, there are bigger plans for the future, and Musk detailed them in a recent post on X, where he discussed SpaceX’s plans to catch Starship, which would be a monumental accomplishment.

Musk said the most likely opportunities for SpaceX to catch Starship itself would be Flight 13, Flight 14, and Flight 15, but it depends on “how well the V3 flights go.”

The Starship launched with Flight 10 was a V2, which is the same size as the subsequent V3 rocket but has a smaller payload-to-orbit rating and is less powerful in terms of initial thrust and booster thrust. Musk said there is only one more V2 rocket left to launch.

Starship catch is probably flight 13 to 15, depending on how well V3 flights go

— Elon Musk (@elonmusk) August 27, 2025

V3 will be the version flown through 2026, as V4, which will be the most capable Starship build SpaceX manufactures, is likely to be the first company ship to carry humans to space.

Musk said that SpaceX planned to “hopefully” attempt a catch of Starship in 2025. However, it appears that this will likely be pushed back to 2026 due to timing.

SpaceX will take Starship catch one step further very soon, Elon Musk confirms

SpaceX would need to launch the 11th and 12th test flights by the end of the year in order to get to Musk’s expected first catch attempt of Flight 13. It’s not unheard of, but the company will need to accelerate its launch rate as it has only had three test flights this year.