Leitech Analysis: Tesla Optimus Still Faces Three Hurdles Before Mass Production—Dexterous Hands, Supply Chain, and Embodied Brain

In its annual shareholder meeting materials, Tesla confirmed in writing for the first time that its third-generation humanoid robot Optimus is ready for large-scale mass production, but it did not announce a specific timeline; the original target of producing 50,000–100,000 units in 2026 is basically unachievable.