Tesla CEO Elon Musk said the Optimus humanoid robot and upcoming Cybercab will make up the vast majority of the company’s value in the future. In a post on X, he cast robotics and artificial intelligence as central to Tesla’s long-term growth, rather than its car business.

The statement came days before Tesla’s third-quarter earnings report, scheduled for October 21. Its timing may frame investor expectations, with updates on Optimus and the robotaxi potentially drawing more attention than vehicle production and delivery figures.