Tesla has published its fourth so-called “masterplan,” with a high level of information on how the company wants to guide its billing into the adoption of humanoid robots and the planet-wide sustainable energy.
However, this post does not have a key component of the plan: details.
Even CEO Elon Musk agrees. In one of his only posts about the plan, which has been caught between a steady stream of transphobia and immigration panic since it was released Monday — he agreed that it would be fair to criticize the lack of details, saying the company would add more.
Who knows when that will happen? However, for now, unlike the aforementioned masterplan post, this is common in gossie, with someone throwing a point of discussion from the mask and throwing “a wealth of siblings” to ChatGpt to publish the results. (If it was Grok, it’s one of the most benign posts that AI chatbots have ever generated.)
The post is packed with sentences that sound like a child who mimics the university-level discourse, such as “The traits of meritocracy create opportunities for each person to use their skills to achieve what they imagine.”
Why is it so vague? Perhaps it’s because Tesla hasn’t completed all of its goals from the second master plan yet, so it dates back to 2023 and hasn’t published a third goal.
That second plan was to take a huge swing, but was tangible in its ambitions. First, Musk writes that Tesla will “create a product with a smooth, integrated, beautiful sun roof that works well,” and that “expand it all around the world.” Tesla has solar roof products, but it has been plagued by problems, and has been redesigned multiple times, not at its actual size in the US, not just around the world.
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(Musk justified Tesla’s recent offer to buy SolarCity, a struggling company run by his cousin. Tesla spent years in court defending the acquisition and ultimately won.)
On the vehicle side, the mask was promised to bring compact SUVs, semi-trucks, pickups and electric buses to the market under Plan 2. Tesla achieved the first part with Model Y. This is very popular. However, Tesla Semi is still in development, Cybertruck is unable to approach its own sales targets, and the company has not expanded beyond these form factors to something similar to bus.
The last two prongs of the second master plan were to make Teslas completely autonomous via software upgrades, allowing owners to add or subtract them into a large shared network. Neither of these goals are met.
The company is testing a small, invitation-only Robotaxi service in Austin, Texas, but all of the cars have safety monitors in the passenger seat. And Tesla has experienced multiple hardware revisions over the past nine years. This means that with Musk’s own entry, the vast number of cars on the road already do not have the right skills to become completely autonomous, as promised. (The first and second master plans have been removed from Tesla’s website as part of a larger purge.)
Master Plan 3 was to use Tesla as a illustrious example to convince the world that a sustainable economy is achievable. Again, it’s pretty spectacular! However, Tesla has gone deeper into the details and released a 41-page whitepaper supporting its predictions. The company and the world, by definition, have not achieved much of what is contained in its paper. In the meantime, Musk spent $300 million to help elect a president who is actively fighting for adoption of cleaner, cheaper and sustainable energy.
Musk has spent the last few years trying to redefine Tesla. It’s not an automaker, it’s an AI and robotics company, he says repeatedly. There are some truth to that, but it does not change the fact that the vast majority of the company’s revenues still come to the (increasingly difficult) business of manufacturing and selling electric vehicles.
The belief that Tesla will complete this transition is a huge factor in stock prices, so it is beneficial for the company to lean towards ideas. Therefore, of course, Master Plan 4 has a big eye.
But Tesla had backed up these ambitions with goals and benchmarks that it could measure. And Musk was at least trying to discuss the incident. He wrote the first two plans and spent four hours on stage, diving into the details of the more specialized third version of the other executives.
This time, Tesla’s “Master Plan” was featured on federal public holidays, and CEOs spent the day spreading fears about marginalized people.
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