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Elon Musk is rolling out his new Space Master Plan.
The plan could include a significant partnership between Space Exploration Technologies and Tesla. That’s precisely why SpaceX is looking to go public and raise $30 billion from investors.
Here’s how to claim shares before it trades on Nasdaq.
Elon Musk recently said Tesla plans to shut down EV production at its Fremont, California factory. That facility currently builds the Model S and Model X, Tesla’s long-running luxury sedan and SUV.
Rather than signaling a retreat, the move appears to reflect a shift in priorities. Elon explained that the Fremont site could be converted into a dedicated factory for Optimus, Tesla’s humanoid robot designed for both commercial and household use.
Optimus is expected to sell for around $25,000, and Tesla believes the Fremont facility could eventually produce up to one million units per year. At that scale, Optimus could generate roughly $25 billion in annual revenue, a meaningful share of Tesla’s current business.
At the same time, Tesla continues to push toward fully autonomous vehicles. Elon has said he expects autonomous driving to expand rapidly in the U.S., potentially reaching 25% to 50% of the country within the year, depending on regulatory progress.
Both Optimus and autonomy rely on massive amounts of AI computing power. That requirement is driving what Elon has described as a broader “shift to an autonomous future,” one that may involve deeper integration across his companies.
This thinking appears to be part of a larger strategic framework that I refer to as a new “Space Master Plan,” which could include closer collaboration between Tesla and SpaceX to support AI and infrastructure needs.
For investors, the key question is how these moves reshape Tesla’s long-term growth profile beyond vehicles alone.
You can get Elon’s new plan right here.
Happy to send details if helpful.
Ian Wyatt