#Tesla

Humanoids Summit organizer Modar Alaoui has spilled the beans on Tesla's secret Optimus plans in an interview with The San Francisco Standard. What he says Tesla told him: Optimus reservations will be timed to launch with his summit (Dec 1-2), or in the days right after. Tesla is a key partner of the event this year and plans to demo the Optimus V3 and showcase its self-driving cars there. What Alaoui expects on top of that: consumer reservations open in early December (a first for the public), the first shipment being the V3 since the prior gen was mainly a prototype, and most robots going to companies with only a small number set aside for consumers, at an expected $20,000+.

Tesla’s Optimus training regime leak. Workers in its Palo Alto R&D facility have been holding “robot university” for many months already. Press got it wrong when they said it just started up. Workers are wearing 24 lb suits with up to 40 cameras and grids of 3D sensors. To capture very detailed video and 3D fields of whatever the worker does. There are multiple configurations. They are given different tasks to do. They don’t know where the tasks come from. Multiple squads are working on three shifts 24 hours a day. Similar efforts were seen at the Texas factory. The data collection effort is immense. A Tesla car only has nine cameras. This leads to a data flywheel that is orders of magnitude more data than the car captured. Separate teams are capturing home data, like making a sandwich, while other teams capture jobs on factory floor, like installing HVAC systems in cars. Elon isn’t playing around. I can’t tell you how I learned this.

Tesla's Q3 earnings deck: "Optimus production began in Fremont on our high-volume lines. The bots coming off this line are the first production-quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."

Tesla's Q3 earnings deck: "Optimus production began in Fremont on our high-volume lines. The bots coming off this line are the first production-quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."

Tesla's Q3 earnings deck: "Optimus production began in Fremont on our high-volume lines. The bots coming off this line are the first production-quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."

Giga Texas Optimus factory construction update with 2 short video clips, one 360 at medium-altitude & a closer, lower flight showing tight views of the main steel structure! Ground work started in late March, with 1st steel on May 27. By 1 October, the frame was nearly at the north grade beam, large sections of upper floors were poured, & roofing insulation is arriving. The E side & the entire S half of the foundation have footings & grade beams, but no steel yet. The basic steel structure is ~ 40% assembled so far. This is the dedicated high-volume 7+ million sq ft (~ 650,000 sq m) Gen 4 Optimus plant. @Tesla has not given a standalone cost, but 2026 company capex was guided at ~ $20–25 billion for AI, robotics, & factory expansion; outside estimates put the broader N Campus at ~ $5–10 billion. This is in addition to the Fremont California Optimus plant (which is the Gen 3 pilot line) is sized at ~ 1 million units a year, expected to begin production in late 2026. The Giga Texas plant is 10X larger & has a planned capacity of ~10 million robots a year at full scale (a long-term ceiling, not the startup rate). The current target for limited initial production is late 2027. What is still ahead for construction over the next 6 to 8 months? Electrical conduit, water & sewage pipes, fire-water loop, storm water management drainage & underground pipes, exterior walls, roofing, ground slab & upper floor concrete & mechanical rough-in then equipment deliveries & installation. As you can see, lots of progress already, but there is a lot left to do before production line setup can happen.

🫶Tesla posts new Optimus hand job.

In formation

🚨Tesla AI is hiring for the Optimus Hand job. This position will lead the architecture, design, prototyping, validation, industrialization, and mass production of the hand hardware subsystem.

A fitting analogy for the pace at which Tesla has been making progress over the years is that of a Formula One car, whose peak acceleration increases in proportion to its speed as a result of enhanced traction generated by aerodynamic downforce. Our goal is to get Optimus to high-volume production as fast as possible. If your passion is designing drive systems, electronics, sensors, dynamic harness, cameras, body or hand structures and you want to overcome micron tolerancing challenges, and accelerate the scalability of humanoid robot manufacturing, this is the opportunity for you! You will learn a ton and make a huge impact! Apply here: https://www.tesla.com/careers/search/?site=US&query=optimus

.@elonmusk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

@rough__sea Yes. Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.

Tesla Optimus Robot’s incredible progress after only 2.5 years.

Tesla’s Optimus robot dancing after Elon Musk’s 2025 CEO Performance Award passed 😂