Tesla

Automaker and humanoid manufacturer of Optimus. Announced Optimus V3 (37 joints, 1.2 m/s walking speed) for mid-year 2026 debut with mass production…

Automotive / Humanoid Robotics · Humanoid

Automaker and humanoid manufacturer of Optimus. Announced Optimus V3 (37 joints, 1.2 m/s walking speed) for mid-year 2026 debut with mass production targeted Q3 2026. Per Q1 earnings (2026-04-22), Elon Musk confirmed Fremont Model S/X production wraps in early May 2026, with the line being torn down and reinstalled for Optimus production starting late July or August 2026. Musk publicly targeted 1M Optimus units/year by 2029–2030; described initial work as "simple skills in the factory." Gigafactory Texas line targeting 10M/year starting 2027 (per company statements). Showcased Optimus at AWE 2026 Shanghai and at the Boston Marathon (April 19–20, 2026).

Recent moves

  • 2026-05-20 — Model S/X Signature Edition delivery event running tonight at Fremont (350 vehicles: 250 S, 100 X). After this evening, Fremont line pivots to Optimus production within weeks; production start late July or August. See 2026-05-20-tesla-fremont-signature-edition.
  • 2026-05-15 — Tesla rescheduled its final Model S/X "Signature Edition" delivery event to May 20 (originally May 12, abruptly called off). Last S/X off the Fremont line May 9; line being torn down for Optimus. Piper Sandler updated its valuation model concluding that at ~$400–$420/share, investors are getting the Optimus program "at no extra cost"; Teslarati framed Optimus as "already benefiting investors." Pillar 02 line: the replacement program priced openly as capital upside.
  • 2026-05-05 — Coverage continues to converge: V3 (Gen 3) reveal pushed to "probably middle of this year" / late July, paired closer to production start; Musk acknowledged Tesla is "becoming increasingly secretive" to prevent rivals from reverse-engineering progress. 2026 production target declined; initial robot work framed as "simple skills in the factory."
  • 2026-05-04 — Inc. coverage of Q1 earnings restates Fremont line conversion: last Model S/X off the line in early May (this week); Optimus production starts late July or August at Fremont. Verbatim Musk lines from the call: "It will move as fast as the least lucky, slowest, dumbest part in the entire 10,000," and "It is impossible to predict these things."
  • 2026-05-02 — Robot Report confirms Gigafactory Texas second-gen Optimus line being designed for 10M units/year long-term capacity (vs. ~10M/year total US auto industry output)
  • 2026-05 (early) — Fremont Model S/X production ends; line torn down for Optimus reinstall
  • 2026-04-23 — Announced Optimus V3 mid-year debut, Q3 mass production
  • 2026-04-22 — Q1 2026 earnings call: "biggest product ever"; 1M units/year by 2029–30; production fragility quote
  • 2026-04-19/20 — Optimus appearance at Boston Marathon Boylston Street showroom
  • 2026-04-14 — Gigafactory Shanghai positioned for Optimus production

Key people

  • Elon Musk — CEO

First seen: 2026-04-30 · Last seen: 2026-05-26 · 13 mentions