On June 18th, Caijing News (Editor Malan) reported that after one year and two months, there are rumors spreading about the development of the company's own grand plan's fourth chapter, which has caused some skepticism in the market. $Tesla (TSLA.US)$This report stated that after one year and two months, there are rumors spreading about the development of the company's own grand plan's fourth chapter, which has caused some skepticism in the market.

On April 5th last year, Tesla released its third chapter of the master plan, promising to develop a completely sustainable future, but the vision at the time disappointed investors.

The market had expected Tesla to introduce a cheaper electric car in the third part, as Tesla CEO Musk had previously leaked that a $25,000 electric car would be launched, but in the end, it was found that Tesla only vaguely mentioned its renewable ambitions in the third chapter, directly causing the decline in Tesla's stock price.

Just a few hours ago (3 a.m. Tuesday Beijing time), Musk announced on the social platform 'X' that Tesla will launch the fourth part of its master plan. He also boasted that this would definitely be an epic plan.

At present, nothing is known about the contents of the fourth chapter. Referring to the time from the 'leaking' of the third chapter to its eventual release, the real face of Tesla's fourth chapter may not be revealed until 2025.

Review of Master Plan

The market has always highly valued Tesla's master plan. Although the goals of the first and second part encountered many setbacks, they have gradually been achieved in recent years. From a certain perspective, Tesla's master plan is a guiding document for the market to judge the company's development direction and progress.

On August 2nd, 2006, Tesla released the first chapter of the master plan, with core goals including:

Building sports cars;

Creating a consumer-accessible electric car;

Producing a mass-market family car;

Creating an affordable, high-performance electric car with a more than 200-mile range.

Later, Tesla successfully achieved the above goals through the Roadster, Model S, and Model 3, and then acquired Solar City, which marked the end of the first chapter.

Ten years later, in 2016, Musk proposed the second part of the master plan, with goals including:

Creating stunning solar roofs seamlessly integrated with battery storage;

Expanding the electric vehicle product line to address all major segments;

Developing a self-driving capability that is 10 times safer than manual via massive fleet learning;

Enabling your car to make money for you when you aren't using it.

Regarding the automotive part of the plan, the planned new pickup truck has been launched as the Cybertruck, Model Y has filled the gap in the compact SUV market, and the heavy truck Tesla Semi has been successfully delivered. Only the product of 'high-density urban transport' that Tesla looks forward to is still not known.

However, the ideas of self-driving capability and Tesla idle income (such as Tesla's self-driving rental car) have yet to be implemented. Particularly, the autonomous driving business has been under review by US regulatory agencies.

Urgent Part Four

Most investors are still waiting for Tesla to complete Part Two, but Tesla unexpectedly changed its approach and heavily promoted its sustainability plan in the third chapter. At the time, some media outlets mocked Tesla's third chapter of the master plan, calling it a failure.

The complete report of Master Plan, Part Three lists the details of Tesla CEO Elon Musk's vision for the energy transition, such as the need for approximately 30 TWh of renewable energy electricity and 240 TWh of energy storage for the global energy system, and the calculation that the world will need to invest $10 trillion in the next 20 years to achieve the energy transformation.

This unexpected release may be one reason behind the decline in Tesla's stock price. Over the past year, Tesla's stock price has fallen by more than 30%, far underperforming the broader market. Investors are looking for a more clear plan to boost confidence, which may also be a key reason why Musk released news of part four.

More subtly, just last week, Tesla held its annual shareholders meeting. At the meeting, Tesla shareholders approved Musk's promised sky-high compensation package for 2018 and Tesla's proposal to move its headquarters, which was seen as Musk reaffirming his dominance at Tesla.

Despite this, many Tesla shareholders have voiced opposition to Musk, causing concern in the capital markets about Tesla's development. Musk's hook in Part Four also aims to stabilize market confidence.

Returning to Part Four itself, as Tesla has been emphasizing its artificial intelligence company lately, it is predictable that Musk may not miss such a promotional gimmick worth chasing by capital.

In addition to artificial intelligence, Tesla's recent boasting about its robots may also be a highlight of Part Four. In addition, the uncertain self-driving technology also has a chance to continue to appear in part four.

It is predictable that in Part Four, Musk may be more willing to put forward some specific views or product descriptions, which has been revealed in his recent speeches.

Editor / jayden