Tesla rolled out its fourth “Master Plan” this week. The update aims at global adoption of humanoid robots and sustainable energy. But the plan is alarmingly vague on details.
CEO Elon Musk even admitted the plan lacks specifics.
“It is fair to criticize the lack of specifics. We will be adding more,” Musk wrote in one of his only posts about the plan since Monday.
The post reads more like generic talking points than a roadmap. It leans heavily on buzzwords without concrete goals. Unlike Tesla’s previous master plans, this edition throws out lofty statements like:
“The hallmark of meritocracy is creating opportunities that enable each person to use their skills to accomplish whatever they imagine.”
Tesla still hasn’t finished many goals laid out in the 2016 and 2023 plans. Solar roof products remain limited in scale, despite promises to roll them out worldwide. Vehicle plans have stalled—the Model Y is a hit, but the Cybertruck missed sales goals, the Semi truck is still in development, and the electric bus never materialized.
Full self-driving promised years ago remains elusive. Tesla’s invite-only robotaxi test in Austin requires safety drivers. Hardware upgrades mean millions of Teslas on the road lack tech for full autonomy.
Earlier Master Plans have been scrubbed from Tesla’s website. The third plan even came with a 41-page white paper. The fourth drops all that and opts for vague ambitions.
Meanwhile, Musk spends more effort on controversial social media posts than breaking down this new plan. Tesla’s core business is still electric vehicles, despite Musk pitching the company as an AI and robotics firm.
The gap between Musk’s grand vision and Tesla’s actual progress is glaring. Investors betting on the transition get a plan with barely any benchmarks to track it against.
Tesla’s “Master Plan 4” launched on a federal holiday as Musk was busy tweeting about immigration and trans issues—hardly the focus Tesla’s big ambitions need right now.
