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Billionaire investor Ron Baron, one of Tesla’s most dedicated long-term supporters, has doubled down on an ultra-bullish forecast for the company’s future. In a recent CNBC interview, the founder of Baron Capital argued that Wall Street continues to underestimate the scale of what Elon Musk is building, especially in artificial intelligence, autonomous systems, and robotics.
Baron, who has held Tesla (NASDAQ:TSLA) shares for more than a decade, said he believes the company is positioned for exponential growth over the next 10 years. According to him, Tesla employees themselves expect a five- to seven-fold increase in the stock price within a decade, with even greater upside beyond that period. Baron projects Tesla stock reaching around $2,500 in 10 years—and potentially quadrupling after that.
When asked what could fuel such unprecedented expansion, Baron pointed directly to Musk’s recent annual shareholder meeting, emphasizing the importance of Optimus, Tesla’s humanoid robot. Musk has repeatedly suggested that Optimus could eventually become Tesla’s most valuable product line, outpacing even electric vehicles and autonomous driving.
Baron claimed Tesla is preparing to scale robot production aggressively, targeting one million units next year and up to 10 million the following year, with Musk envisioning long-term annual output of one billion units. At an estimated $20,000 per robot, Baron believes this shift into large-scale “physical AI” could completely transform global labor and productivity, ushering in what he called “sustainable abundancy.”
His optimism comes as investor attention increasingly turns to Tesla’s AI roadmap following shareholder approval of Musk’s new compensation package. Analysts like Bank of America’s Federico Merendi have echoed this sentiment, recently naming Tesla a leader in physical AI and raising the firm’s price target to $471.
For Baron, Tesla’s next wave of value creation relies far more on robotics and autonomy than on its car business alone—signaling a future where AI-powered machines redefine everyday life, and perhaps even support Musk’s long-term vision of human expansion to Mars.
