Tesla Q3 Earnings Call: Optimus Begins Mass Production on Fremont High-Volume Line; Hands Remain a Design Challenge

Tesla's Q3 earnings call disclosed that Optimus has begun mass production on the Fremont high-volume line; the robots rolling off the line are the first production-quality units, and the current manufacturing process is already suitable for commercial products. During the Q&A, Konstantinos said the hand is the most challenging hardware area, with greater electromechanical complexity than the locomotion system actuators, and some custom gears bear a heavier reliability burden; Elon added that design changes are mainly concentrated in the hands, especially the fingers, and the difficulty lies in making the hands both wear-resistant and soft enough for delicate manipulation.