Tesla's Master Plan, Part Quattro | Elon, Inc.
September 3, 2025
1,088
17
2
1.75%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Bloomberg Podcasts Episodes Around September 3, 2025
See what was published immediately before and after this episode.
25:46Now PlayingTesla's Master Plan, Part Quattro | Elon, Inc.
YouTube Description
as posted by the channelLabor Day is generally a slow news day in the US. But this year it happened to be the day Elon Musk chose to unveil Tesla’s “Master Plan, Part 4 ().” Since its first installment in 2006, the electric vehiclemaker’s future roadmap has been seen by some as a big part of the company’s identity. The latest version comes at a critical moment for the company. With Tesla sales down () in many markets (), tepid interest in new models () and highprofile controversies () often stemming () from its voluble CEO, his rightwing politics and association with Donald Trumpthe stakes are high.
In this week’s episode of Elon, Inc. Max Chafkin invites Bloomberg automotive editor Craig Trudell and Elon Musk reporter Dana Hull to discuss the document and the state of Tesla. Most noteworthy in the report they say is a newfound focus on robots, specifically the humanoid autonomous Optimus model. As a matter of fact, Musk himself followed up on X and claimed in his usual hyperbolic fashion that around “80% of Tesla’s value will be Optimus.”
But what about the cars? Trudell says he remembers the priorities around the previous big Tesla plan () in 2023 (a year before Trump was reelected) and how they have changed. “Right around that time, this was a company that was all about sustainable energy,” Trudell says. Now “it’s all about AI, it’s all about robots, it’s all about selfdriving cars.” Hull takes things a step further and pinpoints what she says is a potential weak point for the company“I think that Tesla has a real marketing problem where you have a CEO who is clearly bored of the car industry.”
But more broadly, regarding the question of whether the company will be able to turn it’s struggling car business around, Chafkin has a theory.
“It feels like there’s a little bit of an effort, maybe even a deliberate effort underway to untangle Elon from the future of Tesla,” he says.
Elon Musk’s sprawling business empire has granted the billionaire a degree of power and global influence that transcends the industries he’s reshaped. He is the leader of no fewer than six hugely influential companies, spanning electric vehicles to wartime communications, and their innovations could shape the fates of nations.
Musk is polarizing, confounding and inescapable. And he is the biggest business story of our time.
Each week, listen in as host David Papadopoulos convenes a panel of Bloomberg Businessweek journalists who are tracking Musk’s companies and the surprising ways they intersect. They break down the business mogul's latest moves and analyze what they could mean for us all.
Subscribe to Bloomberg Podcasts
Listen to more Elon, Inc.
#ElonMusk #Bloomberg #Podcast #Elon
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Links & Promotions
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.