Key Points
- Tesla released Master Plan Part IV on X, promising “unconstrained sustainability”.
- The document emphasizes a unified hardware‑software approach but lacks concrete details.
- It references past milestones like the Roadster, Model S, Model 3, and Model Y.
- Critics describe the language as poetic, vague, and lacking actionable milestones.
- Key themes include eliminating scarcity, autonomous technology, and sustainable abundance.
- Previous Master Plans outlined clearer product roadmaps and specific goals.
- Energy storage now accounts for about ten percent of Tesla’s revenue.
- The Cybertruck and Semi have launched but have yet to prove successful.
- Full Self‑Driving remains in beta, and robotaxi rollout is limited.
Background of Tesla’s Master Plans
Tesla has a history of publishing visionary outlines that it calls Master Plans. The first plan, authored in 2006, set out a strategy to start with high‑end electric vehicles and then move downmarket, a roadmap that materialized with a series of models: the 2008 Roadster, the Model S in 2012, the Model X in 2015, followed by the more affordable Model 3 in 2017 and the Model Y in 2020. The Model Y later became the best‑selling car in the world in both 2023 and 2024. The second plan, released in 2016, added goals for solar roofs, Powerwall storage, an electric pickup, a semi‑truck, autonomous driving, and a robotaxi fleet. Energy generation and storage now represent about ten percent of Tesla’s revenue, while the Cybertruck and Semi have launched but have yet to prove successful, and Full Self‑Driving remains in beta.
In 2021, Tesla issued Master Plan Part III, a longer white paper that shifted focus toward a broader decarbonized future, emphasizing data and ambition over concrete product roadmaps. The latest document, Master Plan Part IV, was posted on X with a headline promising \
Source: engadget.com