Musk at Q3 earnings call: Optimus to release non-preprogrammed video within one to two months

At Tesla's Q3 2026 earnings call, Musk gave several Optimus timelines: a demo video of non-preprogrammed movements may be released within one to two months; the AI5 chip, with an order of magnitude more integrated compute than AI4, in April next year; and deliveries to external customers later next year, with the first batch aimed at industrial scenarios.