The internet is in turmoil. Elon Musk has a plan. And not just any plan, a Master plan. Luckily for the rest of the planet, it’s not a plan to conquer the world, but rather a strategy for his company, Tesla. And luckily for observers, this is not the first time that the whimsical boss has expressed such ambitions, but the third. Indeed, before this Master plan, part 3there were… two more. Each in their own way contributed to outline Tesla’s goals in broad strokes, or sometimes with devilish precision.
A Master Plan according to Elon, what is it?
If we had to be simplistic, the Master Plan could be translated into a compendium of good ideas. For Elon Musk, it’s obviously a little more complex. By communicating seasoned, the founder of Tesla and SpaceX made the publication of his Master Plans essential stages in the history of Tesla.
Like the oracle of Delphi revealing God’s plans to the world, Elon Musk managed to make the announcement of the Master Plan an event not only for Tesla, but for the entire automotive industry and beyond. To be convinced of this, it suffices to look at the past.
How have previous Master Plans counted
In order to get some insight into the importance of the Master Plan in Tesla’s strategy, it may be helpful to delve into the predecessors of Master Plan 3 currently in the making. Always accessible, on the Tesla site, they are rich in teaching.
The first, unveiled in 2006, consists of four lines:
- Create a sports car (which will inevitably be expensive)
- Use that money to create a more affordable sedan
- Use this money to create an even more affordable car, on a large scale
- Become a solar energy supplier
More than fifteen years later, it is striking how these simple ideas on paper have come to life:
Whether you admire Tesla or rather skeptical about the quality of its cars, it is clear that the Master Plan has been applied to the letter.
Master Plan, Part Two: in progress or unfinished?
Ten years after these first predictions, on July 20, 2016, Elon Musk unveiled the second part of his Master Plan.
This too can be summed up in four key points, although the founder of Tesla takes the trouble to argue his point. In summary, the Master Plan, Part Two is:
- Create super solar panels with an integrated storage system
- Develop electric cars to occupy all important segments
- Developing autonomous driving that would be 10 times safer than manual driving
- Allowing your car to earn money for you when you’re not using it
Six years later, the results are not as glorious as for the first part of the plan, but the four projects have been started, some being more advanced than others:
- Solar panels: with the Tesla Roof and Powerwall solutions, this objective can be considered accomplished.
- On the vehicle level, work is in progress. The Cybertruck, the Semi and the new Roadster will come to enlarge the catalog, but there remains a major segment, that of the compacts that Tesla has not yet approached. Even if it is rumored that a Tesla Model 2 would be in the boxes, it has not been officially unveiled.
- Autonomous driving has made great progress in recent years, but FSD (Full Self Driving) is not yet at the expected level. Here too, work is in progress.
- Make your car work: the Robotaxi project does exist, but it is highly dependent on progress in autonomous driving. In other words, there is still work to be done.
Contrary to Master plan original, this Two hands is much less accomplished – not least because it is based on heavy AI research. Only the first objective can be considered as achieved, the rest still being developed at Tesla. Admittedly, the time allotted is not the same. Ten years had elapsed between the first two plans. But the announcement of Master Plan 3 comes only six years after the second part. However, the announcement of a new Master plan while the previous one is still in progress, surprisingly.
What could Master Plan 3 contain?
This very laconic first tweet from Elon Musk says nothing about the content of this third part. Nevertheless, the analysis of Master plan 1 and 2 helps to understand how crucial upcoming announcements are to Tesla’s future. In addition, the boss of Tesla being an animal very present on Twitter, he provided some additional information in response to various comments from tweeters.
Tesla’s main subjects will be scaled to extreme size, which is necessary to move humanity away from fossil fuels and AI.
But I will also include sections on SpaceX, Tesla and The Boring Company.
— Elon Musk (@elonmusk) March 21, 2022
So far the Master plan has always concerned only Tesla. Even when she moved away from the automobile, in particular to address the subject of solar panels, Elon Musk’s strategy has always been in the name of this company.
But the third part of the Plan could mark a break in this process. Indeed, Elon Musk revealed that his Master Plan would certainly concern Tesla, to allow the brand to reach a new critical size and hold its place against the automotive giants who are increasingly going electric, but also his other companies, specifically SpaceX and The Boring Company.
This would therefore be a first but not necessarily a surprise since Elon Musk has already said that he wants to use certain SpaceX technologies in future Tesla models.
In this case, it was rocket boosters adapted to the Roadster in order to provide it with lightning acceleration. the Master Plan 3 as a basis for synergies between the three major companies of Elon Musk? Why not.
They have no idea how hard FSD is. The only path to success imo is real-world AI software with dedicated in-car NN inference acceleration ASICs, a multi-billion dollar NN training supercluster and over 10 billion miles of data of vehicle. Good luck.
— Elon Musk (@elonmusk) March 16, 2022
the Hourly also raises questions. As we have seen, the second phase of the plan is underway, leading some observers to assert that the content of the Master Plan 3 could be linked to the difficulties currently encountered, particularly in terms of autonomous driving.
An analysis corroborated by the reference to artificial intelligence, in his tweet dated March 21, but also by another post on Twitter. Indeed, a few days before his announcement, Elon Musk explained that the improvement of the FSD, the technology which ensures the total autonomy of the car, requires, in addition to billions of dollars of investment, a much better artificial intelligence based in particular on neural networks, fed by data collected over billions of kilometers travelled.
It would therefore not be surprising to see this point included in the objectives of a Master Plan 3. Even if Elon Musk, whose company has already launched an assault on this Himalaya of tech, seems to wish ” Good luck “good luck, to those who take it on – in this case, BMW.
The other major project that could embody such a strategy is none other than the Tesla Bot, the humanoid robot by the sweet name of Optimus, which is already under study at Tesla.
The announcement of this project had generated some skeptical reactions, even amused, but it is likely, given the work already done on the robot (Tesla has already quantified the number of actuators that will be needed for each part of the body, for example ) that it is more than just a note of intent.
According to Electreka site generally well informed of what Tesla is preparing, this is the most insistent rumor coming from the manufacturer, which would coincide with the last speech of Elon Musk concerning the Bot:
” In terms of product priority, I think right now the most important development we’re going to do this year is the Optimus humanoid robot. “.
Also see video:
Also see video:
Once again, we catch a glimpse of a quick start of response and confirmation in one of the minimalist tweets that Elon Musk so readily dispenses in response to remarks.
In this case, to a tweetos that wrote: “My guess is that Elon Musk will push Tesla to build a ‘very useful’ Tesla Bot, aka Optimus, to send to Mars by 2027, a launch window ahead of his manned mission goal of 2029.”
I suppose that @Elon Musk will push Tesla to build a “very useful” Tesla Bot aka Optimus to be sent to Mars by 2027, a launch window ahead of its 2029 manned mission goal https://t.co/CjFbUyjtPx
— First Principal Investor, not CFA (@1stPrincipleInv) March 17, 2022
To which Elon Musk simply replied: “2029”thus confirming the outline of the assumption of the tweetos, and the reality of the objective.
When will it be revealed?
This is inevitably the most important question: when will Elon Musk reveal the contents of the Master Plan 3. And the most likely answer is that he’s probably the only one who knows.
Since the first and second parts were announced each time in the middle of summer (August 2, 2006 and July 20, 2016), it might be tempting to see a model there. After all, the Tesla boss is also known to be superstitious.