Tesla starts early production of Optimus in Fremont, but hands and AI not yet ready

1. 17:01
   未来机器人网 · 微信公众号

   Tesla's production Optimus debuts at CIIE; Fremont line has started production

   On November 5, Tesla showcased its first production version of the humanoid robot Optimus at the 9th China International Import Expo, presenting its deployment directions through scenarios such as carrying luggage, dog walking, and factory sorting. Tesla said the mass-production line at its Fremont factory has started production, and the units rolling off the line are commercially viable versions, but at this stage they will be kept for internal factory use for material handling, sorting, and inspection, and will not be sold externally for now. At the Q3 earnings call, Musk said it will take at least more than a year to reach a steady-state capacity of 20,000 units per week, that the long-term target for per-unit cost is $20,000 to $30,000, and that the biggest current engineering bottleneck is the dexterous hand.

1. 09:33
   OFweek Robotics

   Who will unveil their humanoid robot first in November: Optimus V3, Figure 04, next-generation Apollo

   The launch windows for Tesla's Optimus V3, Figure 04, and Apptronik's next-generation Apollo overlap heavily, clustering between November-December and 2027. Musk said Optimus V3 may release a video demonstrating non-preprogrammed movements within one or two months, and Tesla's December 3 shareholder meeting is seen as a high-probability observation point; Figure 04 completed design lock in May and has entered production preparation, with outside predictions putting its launch window between late 2026 and early 2027.

1. 12:44
   钛媒体

   Humanoid Robots Poised for a Major Breakthrough: Tesla Optimus Begins Mass Production, Chinese Manufacturers Capture 90% of Global Shipments

   In its Q3 2026 earnings report, Tesla announced that Optimus has started production on a mass-production line at its Fremont, California factory. The line was converted from the former Model S and Model X lines in 46 days and is designed for an annual capacity of 1 million units.

1. 08:00
   量子位

   Tesla Fremont factory begins initial Optimus production, plans to build 10,000 to 20,000 units first for training at Optimus Academy

   In its third-quarter earnings report, Tesla confirmed that the Optimus humanoid robot production line at its Fremont factory has begun initial production, with the first batch of robots meeting mass-production manufacturing standards rolling off the line; the line is planned for an annual capacity of 1 million units. On the earnings call, Musk said the plan is to first build about 10,000 to 20,000 robots and send them to a training facility called Optimus Academy to practice autonomously, using the resulting data to iterate the next generation of AI models, and he expects deliveries to external companies to begin around the end of 2027.

1. 10:00
   电子工程专辑 · 微信公众号

   Musk discloses Optimus production progress: Fremont planned for annual capacity of 1 million units, external deliveries by end of 2027

   Tesla confirmed on its Q3 2026 earnings call that Optimus has begun production on a high-volume line at its Fremont, California factory; the dedicated line is planned for annual capacity of 1 million units, and a second line at the Texas Gigafactory has a long-term design annual capacity of 10 million units.

1. 09:00
   中国机器人网 · 微信公众号

   Tesla starts Optimus mass production at Fremont factory; Musk says 20,000 units per week is about a year away

   Tesla's Q3 2026 financial report shows that production of the Optimus humanoid robot has begun on the high-volume production line at the Fremont factory, with the robots rolling off the line being the first Optimus units to meet mass-production standards. On the earnings call, Musk said reaching a capacity of 20,000 units per week will take at least another year or longer, with roughly 10,000 details still to be tuned; he also plans to complete AI5 chip integration by April next year and expects to resolve remaining design, reliability, and service-life issues before supplying the robot externally by the end of 2027.

1. 20:53
   The Verge – Robot

   Tesla Optimus enters early production, but software and dexterous hands are not yet ready

   Tesla CEO Elon Musk announced on the earnings call that the Optimus humanoid robot has begun early production on the high-volume line in Fremont, California, calling the robots that came off the line the first production-quality robots and saying the manufacturing process applies to commercial products; however, he also listed several unfinished items, including the hand design, safety, reliability, durability, and the AI needed for the robot to actually be used for open-ended tasks.

2. 15:00
   人形大讲堂 · 微信公众号Featured

   Tesla Optimus begins mass production at Fremont line; Musk sets ramp-up target of 20,000 units per week

   Tesla confirmed on its Q3 2026 earnings call that Optimus has rolled off the mass-production line in Fremont; these are the first standard mass-production models, and production started one quarter earlier than planned at the beginning of the year. Musk said the capacity ramp-up will take at least a year, with a final target of 20,000 units per week, corresponding to a production-line hardware design ceiling of one million units per year. The AI capabilities needed for autonomous operation are expected to mature by the end of next year; robots rolling off the line before then will be used internally at Tesla first, with external supply coming later.

3. 11:11
   36Kr Embodied Intelligence

   Musk says humanoid robots will become the world's largest industry, with Optimus deliveries to external customers expected by late next year

   Tesla CEO Elon Musk said on the company's earnings call that the humanoid robot sector will become the world's largest industry, and that the number of humanoid robots on Earth may eventually exceed the human population. He expects that by late next year, issues such as robot AI, electromechanical design, reliability, and service life will hopefully be resolved, and only then can Optimus be delivered to companies other than Tesla.

4. 08:31
   未来机器人网 · 微信公众号

   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.

5. 08:18
   车东西

   Tesla Q3 net profit falls 43%; Musk says Optimus will be delivered externally next year, with output of 20,000 units per week by end of 2027

   Tesla reported Q3 2026 revenue of $28.046 billion and net profit of $787 million, down 43% year over year. On the earnings call, Musk said Optimus has entered production on a line at the Fremont factory and is expected to be delivered to external customers by the end of next year, reaching an output rate of 20,000 units per week by the end of 2027. He also said an "Optimus Academy" will let the robots observe human tasks and practice repeatedly in simulation and reality to form a reinforcement-learning flywheel, and that the AI 5 chip will be integrated into Optimus around April next year.

6. 07:17
   The Humanoid Hub

   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.

7. 06:02
   The Humanoid Hub

   Tesla Optimus begins mass production on Fremont high-volume line; Musk says customer deliveries to start in about a year

   At Tesla's Q3 earnings call, Optimus has begun production on the Fremont high-volume line. The company says these are the first production-quality complete units, and that existing manufacturing processes already apply to the commercial product. Musk said training data requires a scale of about 10,000 Optimus units, and Tesla is setting up an Optimus Academy to let the robots learn. Humanoid robots lack real-world data, so they must first learn by watching human guidance, then through self-play in simulation and in reality.

8. 05:44
   The Humanoid Hub

   Tesla Optimus begins early production on Fremont high-volume line

   Tesla's Q3 financial report shows that Optimus has begun production on the high-volume line in Fremont; the units rolling off are the first production-quality complete units, and the existing manufacturing process is considered suitable for a commercial product. On the earnings call, Musk said the program is in the early, slow-start phase of an S-curve and that ramp-up will be slow; most of the equipment for the 1 million-unit line has already arrived in Fremont, and AI and hardware reliability issues are expected to be resolved by the end of next year.

9. 05:18
   The Humanoid Hub

   Tesla starts Optimus production on high-volume line at Fremont

   In its Q3 earnings materials, Tesla said Optimus has begun production on a high-volume line at Fremont, and that the robots rolling off the line are the first batch of production-quality robots it has manufactured. The company said that while it will continue to iterate on hardware and manufacturing processes, it has demonstrated that the current Optimus manufacturing process is suitable for a commercial product.

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