Musk says Optimus robots and Cybercab robotaxis will make up the vast majority of Tesla's value, arguing superintelligence and robots are the key scalable economic drivers from which solar and space follow.
Optimus and Cybercab will be the vast majority of Tesla's value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space. And, of course, if you have the first two, the rest will follow.