All posts tagged: Optimus

Tesla pushes Optimus V3 reveal later this year – again

Tesla pushes Optimus V3 reveal later this year – again

During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that Optimus robot production will begin at Fremont in late July or August — just four months after the last Model S and X roll off the line in early May. Musk warned, however, that initial output will be “quite slow,” calling it “literally impossible to predict” the production rate this year given Optimus has 10,000 unique parts across an entirely new production line. Converting the Model S/X line in record time The timeline Musk laid out is aggressive. The last Model S and X vehicles will be produced in early May, ending a 14-year production run for the Model S and 11 years for the Model X. Combined, Tesla produced over 610,000 of these vehicles — but sales had dwindled to roughly 30,000 annually, a fraction of the line’s 100,000-unit capacity. Once the final vehicles are assembled, Tesla will dismantle the entire production line from the ground up — starting with smaller parts production equipment and working forward to final assembly, which Musk …

Podcast: Rivian R2, Lucid counter attack, and Tesla’s ‘Digital Optimus’

Podcast: Rivian R2, Lucid counter attack, and Tesla’s ‘Digital Optimus’

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Rivian R2, Lucid’s counterattack, and Tesla’s ‘Digital Optimus’. The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel. As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Advertisement – scroll for more content We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: FTC: We use income earning auto affiliate links. …

Musk admits no Optimus robots are doing ‘useful work’ at Tesla — after claiming otherwise

Musk admits no Optimus robots are doing ‘useful work’ at Tesla — after claiming otherwise

Elon Musk admitted on Tesla’s Q4 2025 earnings call today that the company doesn’t have any Optimus robots doing useful work in its factories right now. This is a striking admission, given that Musk has spent the past two years claiming the opposite. What Musk said before Let’s take a walk through memory lane. June 2024: Tesla’s official account claimed the company had “2 Optimus bots performing tasks in the factory autonomously.” Advertisement – scroll for more content June 2024: At Tesla’s shareholder meeting, Musk said he expected “a thousand to a couple thousand robots working in its factories” by 2025. January 2025: On Tesla’s Q4 2024 earnings call, Musk raised the stakes even higher: “The normal internal plan calls for roughly 10,000 Optimus robots to be built this year.” He added: “Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I’m confident they will do useful things.” Today (January 2026): Musk admitted that no Optimus robots are currently doing useful work in Tesla’s factories. “Well, we …

Tesla Earnings Preview: Robotaxis, Optimus, Energy All In Focus Heading Into 2026

Tesla Earnings Preview: Robotaxis, Optimus, Energy All In Focus Heading Into 2026

Tesla is set to report its fourth-quarter earnings after the market closes today, and while the headline numbers will matter, most investors are far more focused on what Elon Musk says about the company’s future. The earnings call that follows the report is expected to center on artificial intelligence, self-driving technology, robotaxis, and Tesla’s humanoid robot, Optimus. With the company’s traditional car business under pressure, this quarter is shaping up to be less about past performance and more about whether Tesla can convince Wall Street that its next chapter is still on track. Wall Street consensus points to earnings of about 45 cents per share on roughly $25 billion in revenue, down from last year. Operating income is expected to be just over $1 billion, and gross margins are likely to hover near 17%, reflecting ongoing pricing pressure. Free cash flow is forecast to come in around $1.5 billion, while capital spending remains elevated as Tesla continues investing in factories, AI infrastructure, and new products.  The automotive business remains Tesla’s biggest challenge. Vehicle deliveries fell …

Elon Musk Says His Optimus Robot Is So Dope That People Will Forget Tesla Ever Made Cars

Elon Musk Says His Optimus Robot Is So Dope That People Will Forget Tesla Ever Made Cars

Amid abysmal car sales that continue to plummet worldwide and major regulatory hurdles plaguing the company’s driver assistance software, Tesla CEO Elon Musk is desperately looking to reinvent the company. His newfound obsession has been Tesla’s Optimus humanoid robot, an invention that he says will transform the EV maker into a $25 trillion robotics company. He’s promised that Optimus will account for the vast majority of the company’s already extremely inflated value — a claim he’s now taking to an extraordinary new extreme. Responding to a clip of entrepreneur and investor Jason Calacanis claiming during a recent summit that “nobody will remember that Tesla ever made a car” and that “they will only remember” the company building “a billion” Optimus robots, Musk had a sweeping prediction. “Probably true,” he replied. Beyond once again demonstrating Musk’s penchant for making vastly exaggerated claims about his companies, the admission neatly summarizes what we’ve suspected for quite some time now: Tesla and Musk are ready to move on from the EV and are looking to capitalize on the next big hype …

Tesla pushes Optimus V3 reveal later this year – again

Hyundai’s Boston Dynamics scoops up Tesla’s former Optimus head Milan Kovac

Hyundai’s Boston Dynamics has hired Milan Kovac, Tesla’s former senior vice president and head of the Optimus humanoid robot program, as a group adviser and outside director. The move is a major blow to Tesla’s humanoid robot ambitions and a significant coup for Hyundai, which is clearly serious about dominating the nascent humanoid robot market. Kovac, a Belgian national, joined Tesla in 2016 and played a key role in developing the company’s Autopilot driver-assistance system before being elevated to lead the entire Optimus humanoid robot program. He left Tesla in June 2025 just months after being promoted to senior vice president by CEO Elon Musk – a departure that sent the Optimus program into disarray and forced a production delay due to an unexpected redesign. Advertisement – scroll for more content According to a report from KED Global, Hyundai appointed Kovac as a group adviser and outside director for Boston Dynamics, its robotics subsidiary, on Friday. The timing couldn’t be worse for Tesla The announcement comes just days after Boston Dynamics unveiled its next-generation Atlas …

Humanoid robots or human connection? What Elon Musk’s Optimus reveals about our AI ambitions

Humanoid robots or human connection? What Elon Musk’s Optimus reveals about our AI ambitions

When Elon Musk talks about robotics, he rarely hides the ambition behind the dream. Tesla’s Optimus is pitched as an all-purpose humanoid robot that can do the heavy lifting on factory floors and free us from drudgery at home. Tesla is targeting a million of these robots in the next decade. But is Musk likely to succeed? A few years ago, the thought of a friendly, capable household robot belonged in science fiction. We could imagine machines that danced, shifted boxes or played chess, but not ones that understood us well enough to be genuinely helpful. Then came generative artificial intelligence, or gen AI. Whether your first encounter was with ChatGPT, Gemini or Copilot, many of us felt the same jolt of surprise. Here was a bot that seemed to understand us in a way we didn’t expect. That has made Musk’s dream of a robot companion feel if not close then certainly closer. Imagine leafing through a catalogue of robots the way we browse for home appliances. If a personal robot still feels too …

Elon Musk’s xAI tells investors it will build AI for Tesla Optimus, amid breach of fiduciary duty lawsuit

Elon Musk’s xAI tells investors it will build AI for Tesla Optimus, amid breach of fiduciary duty lawsuit

In a move that completely undermines the “Tesla is an AI company” narrative, Elon Musk’s private startup, xAI, has reportedly told investors that it plans to build the AI to power Tesla’s Optimus robot. This new development comes from a Bloomberg report detailing xAI’s widening losses and massive cash burn. According to the report, xAI executives explicitly told investors that their goal is to “develop self-sufficient AI to power robots like Tesla’s Optimus.” This is a massive shift in the narrative and potentially the smoking gun in ongoing shareholder lawsuits regarding Musk’s breach of fiduciary duty. The “Tesla is an AI Robotics Company” Lie? For years, and especially since Tesla’s EV sales have been declining, Elon Musk has sold Tesla (TSLA) investors on the idea that the automaker is not just a car company, but the world’s leading real-world AI and robotics company. The high valuation of Tesla stock is largely pegged to this promise, specifically the future value of Full Self-Driving (FSD) and the Optimus humanoid robot. Advertisement – scroll for more content Musk …