Elon Musk says Tesla's future is not in cars; names China as its only real rival

2026-01-31 - 02:05

Elon Musk envisions Tesla's future beyond cars, shifting focus to humanoid robots. The company plans to convert Model S and X production lines into Optimus robot factories, aiming for a million units annually. Musk also identified China as the primary competitor in this burgeoning market, acknowledging their manufacturing and AI prowess.