Robotics_insights

What is true on Optimus?

On this layer
Tesla81fremont14Figure11Unitree11boston-dynamics6fremont-factory6XPeng6Agility4giga-texas4Hyundai4AGIBOT3Apptronik3BYD3NVIDIA31x2CHERY2jobs available in robotics & construction2Morgan Stanley2OpenAI2Rivian2SpaceX2AAOI1AMD1AMZN1austin1Austin factory capacity1bipedal humanoids production1BMW1BotsnBeans1cars1CCXI1Cerebras1Changan1Chery AiMOGA1Chery Automobile1chinese-regulators1cleaning time1Degrees of Freedom for UBTECH1Degrees of Freedom for XPeng1Delta in cost due to supply chain differences1electric vehicle makers building humanoids1fieldai_1Fremont factory capacity1full-year projections1future factory capacity1GAC1gigafactory-texas1global shipments1GOOG1Google1humanoid robots1Hyundai Metaplant America1insider check1J.P. Morgan1jobs from fieldai_1jobs from PathRobotics1jobs from TerafabCorp1JPMorgan1Li Auto1LimX Dynamics1LITE1Mentee acquisition1Mentee Robotics1Mercedes1META1Mobileye1Moderna1MRVL1nat gas turbine production1NBIS1NEURA1NEURA valuation1nhtsa1NobleMachines1Optimi1palo-alto1PathRobotics1pre-sold humanoid robots1Production capacity at Fremont1production target for Gigafactory Texas1production year1Projected production capacity at Giga Texas1robot manufacturing1Robotis1SAIC1Salesforce1Seres1Sharpa1SPCX1TerafabCorp1Tesla_Optimus1texas-dmv1total Cybercabs in Robotaxi fleet1total paid out1Toyota1TRON 21UBTECH1video uploads1weekly active users1XPeng robotics1XPeng robotics funding1Xpeng robotics post-money1Xpeng robotics unit raise1Xpeng’s robotics unit raised1ZiNovaLabs1
Who captures
Tesla47Figure5Unitree3boston-dynamics3OpenAI1Morgan Stanley1https://x.com/derek__Watson1ZiNovaLabs1@OperationsPLS1Hyundai1https://x.com/HumanoidsHQ1SpaceX1Agility Robotics1TerafabCorp1Optimi1https://x.com/bmontxna1
Sourced numbers
humanoid robots28,000 units“Morgan Stanley expects China to pass 28,000 units in 2026.”@SparXPodcast on X
cars90,000,000 units“For scale, the world builds about 90 million cars a year.”@SparXPodcast on X
valuation of Unitree$1,200“companies like Unitree reach valuations exceeding 1,200x earnings”@10xthinker on X
global shipments22,000 units“Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth.”@engineeredarts_ on X
full-year projections50,000 units“Full-year projections now exceed 50,000.”@engineeredarts_ on X
Tesla Optimus V3 mass production1,000,000 units“Tesla Optimus V3 has entered mass production with a target of 1 million units annually.”@engineeredarts_ on X
XPeng robotics funding$900million“XPeng's robotics arm closed over $900 million in Series A funding.”@engineeredarts_ on X
cleaning time17 units“basic room cleaning still takes them 17 minutes.”AI News Smoothie on X: "A robot in Beijing ran 100 meters in 8.64 seconds, then promptly crashed and caught fire. Hardware is getting remarkably fast, even if basic room cleaning still takes them 17 minutes. @agibot #HumanoidRobots #AgiBot #Unitree" / X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Delta in cost due to supply chain differences$86,300“That $86,300 delta is not simply raw neodymium pricing.”@smsehy on X
robot manufacturing1,000,000 units“what happens if we really try to build millions of robots a year.”DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufactu… / X
Optimus production and sales timeline.1 units“Optimus has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, bringing humanoid robots into homes for the first time.”Blondelady2024 on X: "Optimus has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, bringing humanoid robots into homes for the first time." / X
TRON 21 units“TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces.”LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Figure's humanoid performance in sorting items.250,000 units“Figure's humanoid sorted 250,000 items.”@fuelmeupcc on X
Tesla's future valuation due to autonomy and robotic taxis.$5trillion“I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.”Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." / X
Tesla's future valuation due to the Optimus robot.$25trillion“The Optimus robot, I think, makes Tesla a $25 trillion company.”Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." / X
Optimus 3 production timeline1 units“We’ll start production on Optimus 3 this summer, but very slow at first. And then probably reach high-volume production around summer next year.”@TeslaZenX on X
Tesla stock price$367.95,“Tesla finished at $367.95, up 5.51%.”Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube
production capacity of Tesla Optimus robot1,000,000 units“the line ultimately designed for about 1 million robots a year.”@WhaleFUD on X
production target for Gigafactory Texas10,000,000 units“a second, much larger line under construction at Gigafactory Texas is targeting 10 million units annually.”Digita on X: "Tesla just confirmed that its Optimus humanoid robot has officially entered production, and the stock moved on the news within hours. Tesla shares jumped 3.7% today after the company confirmed production has begun at its Fremont, California factory, the same plant that built the" / X
Degrees of Freedom for XPeng82 units“XPeng (IRON): 82 DoF (‼️)”@pepse02 on X
Degrees of Freedom for Tesla50 units“Tesla (Optimus): 50 – 72 DoF”@pepse02 on X
Degrees of Freedom for Boston Dynamics50 units“Boston Dynamics (Electric Atlas): 50 DoF”@pepse02 on X
Degrees of Freedom for UBTECH41 units“UBTECH (Walker S1): 41 – 52 DoF”@pepse02 on X
Degrees of Freedom for Figure35 units“Figure (Figure 02): 35 DoF”@pepse02 on X
Tesla's global fleet mileage on FSD14,000,000,000 units“Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd.”Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X
future factory capacity100,000,000 units“a future factory designed for 100 million”Arion on X: "Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale." / X
Austin factory capacity10,000,000 units“ten million in Austin”Arion on X: "Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale." / X
Fremont factory capacity1,000,000 units“one million robots a year in Fremont”Arion on X: "Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale." / X
Tesla Optimus production1 units“Tesla Optimus has officially started production at Fremont.”@WhaleFUD on X
total Cybercabs in Robotaxi fleet45 units“Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.”Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X
@HumanoidsHQ 2094483200793780677$54,000,000,000“$54,000,000,000 ”Humanoid Intelligence on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory $TSLA has added ~$54,000,000,000 in market cap today" / X
TSLA mkt cap add claimed Aug 31~$54,000,000,000“$TSLA has added ~$54,000,000,000 in market cap today”Autopilot on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory Michael Burry reported he shorted $TSLA on June 30th $TSLA has added ~$54,000,000,000 in market cap today" / X
Tesla Optimus robots1,000 units“Thousands of Tesla Optimus bots.”TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." / X
Tesla Optimus bots1,000 units“Thousands of Tesla Optimus bots.”TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." / X
Optimus10,000,000 units“10M unit capacity by 2029 is the number that reframes the whole industry.”@OperationsPLS on X
Optimus cost curves$0“Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match.”@OperationsPLS on X
production year2,027 units“@Tesla said production this year, outside sales pointed at 2027.”Electrickaos on X: "Fremont’s old S/X hall is becoming an Optimus line. @Tesla said production this year, outside sales pointed at 2027. That’s the robot era starting inside the factory." / X
pre-sold humanoid robots25,000 units“Hyundai has 25,000 humanoid robots pre-sold — to its own factories.”The Displacement Papers on X: "Hyundai has 25,000 humanoid robots pre-sold — to its own factories. For the remaining 5,000, the CEO floated car dealerships at an investor day. It wasn't clear if he meant businesses or households. That ambiguity is doing a lot of work." / X
Optimus1 units“Optimus is on track to become the ultimate “everything” robot.”Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X
Xpeng robotics unit raise$900million“raised more than $900 million”Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
Xpeng robotics post-money$6.3billion“post-money valuation above $6.3 billion”Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
insider check~$100M“He Xiaopeng and Brian Gu invested ~$100M”Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
Mentee acquisition$900million“Mobileye acquired Mentee Robotics earlier this year for $900 million”Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
Optimus humanoid robot1 units“Tesla’s Optimus humanoid robot has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, it will be the first fully functional humanoid robot to enter the homes of humans.”Dom Lucre | Breaker of Narratives on X: "🔥🚨LATEST: Tesla’s Optimus humanoid robot has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, it will be the first fully functional humanoid robot to enter the homes of humans." / X
Tesla Optimus valuation~$1.38“Tesla ~$1.38T”@AIEquities on X
Figure AI valuation$39B“Figure AI — $39B”@AIEquities on X
Unitree valuation~$33“Unitree — public, ~$33–37B”@AIEquities on X
NEURA valuation~$7B“NEURA — ~$7B”@AIEquities on X
Apptronik valuation.~$5.5B“Apptronik — ~$5.5B”@AIEquities on X
Tesla 2026 capex expectation$25billion“spend at least $25 billion”Tesla 2026 capex at least $25B, with EV lines closed for Optimus
nat gas turbine production18 units“we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.”@elonmusk on X
electric vehicle makers building humanoids0 units“They already build batteries, motors & AI.”mete on X: "EV makers building humanoids 🇺🇸 Tesla | Optimus 🇨🇳 XPENG | IRON 🇨🇳 BYD | Xiao Di 🇨🇳 CHERY | Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." / X
Xpeng’s robotics unit raised$900million“more than $900 million at a post-money valuation of more than $6.3 billion.”Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch
Optimus humanoid robots10 hrs“Built to work 10 hour shifts.”@JagOBX on X
Production capacity at Fremont1,000,000 units“Target: ~1 million humanoids a year there.”@DamionKibler on X
Projected production capacity at Giga Texas10,000,000 units“Then ~10 million at Giga Texas.”@DamionKibler on X
future revenue from Optimus80 units“80% of the company's value will come from its Optimus robot in the future.”Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool
jobs available in robotics & construction$70,000“paying from 70k to 400k”@XPeterKappes on X
jobs available in robotics & construction300 units“300 Jobs available in robotics & construction”@XPeterKappes on X
jobs from TerafabCorp10 units“@TerafabCorp - 10 jobs”@XPeterKappes on X
jobs from PathRobotics48 units“@PathRobotics - 48 jobs”@XPeterKappes on X
jobs from fieldai_119 units“@fieldai_ - 119 jobs”@XPeterKappes on X
Optimus production0 units“the impact on manufacturing and the global workforce could be enormous”@HumanoidsHQ on X
video uploads16,000,000 units“uploaded 16 million videos”Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
total paid out$15M“Paid out $15M to date”Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
weekly active users43,000 units“Weekly active users is now over 43,000”Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
bipedal humanoids production20 units“US is producing small batches of 10-20 for R&D while China is shipping tens of thousands.”b on X: "@cixliv is it true though that even if we solve manufacturing in the US we will still rely on China for rare earth minerals" / X
Tesla stock price$367.95,“Tesla closed the session at $367.95, up 5.51%.”Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the i…
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Event / capture
5:48 PM ETTesla
@TheHumanoidHub on X

Look at Ashok’s shirt! Are we going to see the new Optimus today? https://t.co/l3chfc5OOc https://t.co/6cI8DAcISz

1:41 PM ETTesla
@HumanoidsHQ on X

The incredible evolution of Tesla Optimus in just 2.5 years. This is exactly why “Humanoid Intelligence” could become one of the biggest technological revolutions of our generation. https://t.co/inCH0FVxu5

4:14 AM ETTesla
@OperationsPLS on X

Tesla deploying Optimus in its own factories is the proof-of-concept that matters. Robot maker as first customer = real reliability data under production conditions. The deployment era begins. https://t.co/wb66CZU8eX

3:35 AM ETOPOpenAI
@johnkoetsier on X

Sam Altman finally just came right out and said it: "We will definitely do a humanoid. We will do other form factors as well." OpenAI is building a humanoid robot. And guess what ... he thinks the body is the easy part. Maybe he should have a chat with the Optimus team? https://t.co/dSW58RRLOG

8:33 AM ETFigure
@SparXPodcast on X

Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5,000 each. Figure and Tesla together managed a few hundred. Morgan Stanley expects China to pass 28,000 units in 2026. Getting from 13,000 to a billion by 2030 means multiplying output roughly 9.5x every year for five straight years without a miss. For scale, the world builds about 90 million cars a year. A billion humanoids by 2030 would mean producing eleven times the entire global car…

8:32 AM ETFigure
@10xthinker on X

Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the buzz has helped companies like Unitree reach valuations exceeding 1,200x earnings. At the same time, most robots deployed in China today don’t require general-purpose intelligence. So why are billions being invested? Is it an obsession with the human form factor, or because humanoids can be emotionally resonant? Our world — factories, hospitals, and homes — is built for humans. That creates a…

8:15 AM ETUnitree
@engineeredarts_ on X

2026: The year humanoid robotics went mainstream. Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth. Full-year projections now exceed 50,000. Tesla Optimus V3 has entered mass production with a target of 1 million units annually. Unitree became the first humanoid robotics IPO. XPeng's robotics arm closed over $900 million in Series A funding. Chinese regulators launched a nationwide initiative to deploy robots in real-world scenarios—factories, warehouses, schools, hospitals. Yet for all the shipment numbers, funding rounds, and policy headlines, one word is…

8:15 AM ETUnitree
AI News Smoothie on X: "A robot in Beijing ran 100 meters in 8.64 seconds, then promptly crashed and caught fire. Hardware is getting remarkably fast, even if basic room cleaning still takes them 17 minutes. @agibot #HumanoidRobots #AgiBot #Unitree" / X

Post Log in Sign up Post AI News Smoothie on X: "A robot in Beijing ran 100 meters in 8.64 seconds, then promptly crashed and caught fire. Hardware is getting remarkably fast, even if basic room cleaning still takes them 17 minutes. @agibot \#HumanoidRobots \#AgiBot \#Unitree" - AI News Smoothie @ainewssmoothie A robot in Beijing ran 100 meters in 8.64 seconds, then promptly crashed and caught fire. Hardware is getting remarkably fast, even if basic room cleaning still takes them 17 minutes. @agibot #HumanoidRobots #AgiBot #Unitree View media 8:15 AM · Sep 2, 20264Views 1 - TechZone 2x2…

8:00 AM ETMSMorgan Stanley
@smsehy on X

Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it. That $86,300 delta is not simply raw neodymium pricing. It reflects fifteen years of continuous capital expenditure across EV assembly lines, rare earth magnet processing plants, and specialized high-precision machine tools. Software and foundation models grab the headlines in robotics. Yet when humanoids transition to volume manufacturing, the physical AI race collides directly with industrial processing capacity at the periodic table.

3:19 AM EThttps://x.com/derek__Watson
DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufactu… / X

Post Log in Sign up Post DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufacture and what happens if we really try to build millions of robots a year. That turned out to be much more interesting than the robots. https://t.co/5FwpR2zAbR" - DeReK WaTSoN @derek\\Watson Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes…

11:13 PM ETTesla
Blondelady2024 on X: "Optimus has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, bringing humanoid robots into homes for the first time." / X

Post Log in Sign up Post Blondelady2024 on X: "Optimus has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, bringing humanoid robots into homes for the first time." - Blondelady2024 @arva61138 Optimus has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, bringing humanoid robots into homes for the first time. 00:00 View media 11:13 PM · Sep 1, 2026668Views 3 2 12 1 - That Blue-Haired Guy @BlueHaired2077 1h Such a bad idea. We have entire genre of fiction explaining why this is a bad idea . Reply 1 5 - The 1 Liberal…

10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X

Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…

9:43 PM ETTesla
@fuelmeupcc on X

@ModeledBehavior Warehouse operators disagree. Figure's humanoid sorted 250,000 items. C-3PO is just the annoying chatter nobody wants.

8:08 PM ETTesla
Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." / X

Post Log in Sign up Post Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." - Van Emmerick Kris @VanEmmerickKris 🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company. 00:00 View media 8:08…

6:58 PM ETFigure
@SAldwais on X

الصناعة في مجال الروبوتات الشبيهة بالإنسان (Humanoid Robots) منقسمة حاليًا بين طريقتين لتصميم اليد: 1. اليد المدفوعة بالأوتار (Tendon-driven) الموتورات تكون في الساعد، والكابلات (مثل الأوتار في جسم الإنسان) تسحب الأصابع. المميزات: •الأصابع خفيفة جدًا •مرونة عالية وقريبة من حركة اليد البشرية •قدرة أكبر على التحكم الدقيق العيوب: •التصنيع والمعايرة معقدان •الصيانة صعبة (غالبًا تحتاج فك المعصم لإصلاح وتر واحد) أمثلة: Tesla Optimus V3، 1X NEO، Agibot Omnihand Pro 2. المحركات داخل الأصابع (In-finger actuators) كل محرك موضوع مباشرة في راحة اليد أو في سلاميات الأصبع نفسه. المميزات: •التجميع أبسط…

4:39 PM ETTesla
@TeslaZenX on X

Elon Musk: "We’re in the final stages of completion of Optimus 3, which is really going to be by far the most advanced robot in the world, nothing's even close. In fact, I haven’t even sent any demos of robots that are as good as Optimus 3, frankly. We’ll start production on Optimus 3 this summer, but very slow at first. And then probably reach high-volume production around summer next year. We’ll have Optimus 4 design complete by next year like, we will try to release a new robot design every year, an improved robot design every year."

11:45 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage

We’re giving all @Grok @Bot users another free reset on token usage https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123) 𝕏 is where almost all AI discourse takes place https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)

11:11 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage

We’re giving all @Grok @Bot users another free reset on token usage https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123) 𝕏 is where almost all AI discourse takes place https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)

11:05 PM ETTesla
@TeslaZoa on X

Tesla is hiring a full-time Robotics Engineering Technician in Palo Alto to work on electrical harnesses and PCB rework for Optimus. The role involves assembling, repairing, and troubleshooting wire harnesses, performing hand soldering and PCBA component rework, conducting failure analysis, and testing and validating wiring, connectors, and simple PCBAs. The technician will also document manufacturing and repair procedures, train other technicians, and collaborate with engineering teams to develop test equipment. This hiring suggests Tesla is strengthening its electrical development,…

11:02 PM ETTesla
@SawyerMerritt on X

The fact that the narrative went from “Teslas can’t even drive themselves” to “well, they have a supervisor” to “well, they have steering wheels” to “well, sure, they don’t have steering wheels, but there are only a few dozen Cybercabs” just shows how fleeting these criticisms are as Tesla continues to knock them down one by one. Tesla unveiled the Cybercab just 23 months ago and is going to start the first public rides in this thing in less than 3 days - something a lot of people said would never happen. Cybercab will be a game changer in many ways, but especially for people with…

8:53 PM ETboston-dynamics
@SemiAnalysis_ on X

Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.

7:59 PM ETTesla
Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube

Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tap to unmute 2x Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tesla Briefing 66 views 1 day ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be…

7:40 PM ETFigure
@HumanoidsHQ on X

@elonmusk I don’t think I’ve ever been this excited to see a product launch as I am for Tesla Optimus. I truly believe its arrival could have a huge impact on $TSLA, and eventually everyone will want an Optimus of their own.

5:50 PM ETTesla
@WhaleFUD on X

Tesla has begun producing its Tesla Optimus robot at the Fremont factory. Elon Musk said output will be extremely slow at first, with the line ultimately designed for about 1 million robots a year.

5:02 PM ETTesla
Digita on X: "Tesla just confirmed that its Optimus humanoid robot has officially entered production, and the stock moved on the news within hours. Tesla shares jumped 3.7% today after the company confirmed production has begun at its Fremont, California factory, the same plant that built the" / X

Post Log in Sign up Post Digita on X: "Tesla just confirmed that its Optimus humanoid robot has officially entered production, and the stock moved on the news within hours. Tesla shares jumped 3.7% today after the company confirmed production has begun at its Fremont, California factory, the same plant that built the" - Digita @digitaworld1 Tesla just confirmed that its Optimus humanoid robot has officially entered production, and the stock moved on the news within hours. Tesla shares jumped 3.7% today after the company confirmed production has begun at its Fremont, California factory, the…

4:42 PM ETboston-dynamics
@pepse02 on X

Degrees of Freedom (DoF) is a key indicator which shows how many independent ways a robot can move, determining its flexibility and precision. $XPEV is leading by far here. XPeng (IRON): 82 DoF (‼️) Tesla (Optimus): 50 – 72 DoF Boston Dynamics (Electric Atlas): 50 DoF UBTECH (Walker S1): 41 – 52 DoF Figure (Figure 02): 35 DoF Unitree (G1 / H1): 23 – 43 DoF

4:32 PM ETTesla
Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X

Post Log in Sign up Post Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." - Sawyer Merritt @SawyerMerritt Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd. 00:00 View media 4:32 PM · Aug 31, 2026110.4KViews 86 195 2.6K 49 - AAllar @allar\adam Aug 31 As is stands right now… I could never buy a vehicle from another manufacturer unless they’re have an FSD system equal to or better then Tesla …. (NO ONE) can take FSD away from me ……

4:11 PM ETTesla
@bostonavionics on X

Tesla has released new footage showing the Model S and Model X production lines being dismantled at Fremont to make room for Optimus.

4:02 PM ETTesla
Arion on X: "Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale." / X

Post Log in Sign up Post Arion on X: "Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale." - Arion @ar10nx Tesla's Optimus production ladder is deliberately extreme. Elon Musk outlines one million robots a year in Fremont, ten million in Austin, then a future factory designed for 100 million. The test is no longer one prototype. It is manufacturing scale. 00:00 View media 4:02 PM · Aug 31,…

2:54 PM ETTesla
@WhaleFUD on X

Tesla announced today that Tesla Optimus has officially started production at Fremont. Buying the solana:HQKhWkrPtdLyRxWGVZAajfxoja2y8FMJeckKqZEFpump dip 😤

2:46 PM ETTesla
Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X

Post Log in Sign up Post Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" - Sawyer Merritt @SawyerMerritt Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖 View media View media 2:46 PM · Aug 31, 2026448.2KViews 211 504 6K 217 - Sawyer…

2:33 PM ETTesla
@RussellQuantum: In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up…

In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up space for Optimus assembly. The conversion reportedly took just 46 days, and the new lines are expected to support 1 million robots annually once fully operational (with public sales targeted around 2027). Initial output is described as extremely slow.

1:51 PM ETTesla
Humanoid Intelligence on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory $TSLA has added ~$54,000,000,000 in market cap today" / X

Post Log in Sign up Post Humanoid Intelligence on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory $TSLA has added $54,000,000,000 in market cap today" - Humanoid Intelligence @HumanoidsHQ Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory $TSLA has added $54,000,000,000 in market cap today View media 1:51 PM · Aug 31, 202639.3KViews 16 35 384 15 - rugbylawyer @Tesler914 Aug 31 There is no production of Optimus. lol 2 1 9 183 - YourPOP @Yourpop8 Aug 31 BULLISH Reply 4 661

12:19 PM ETTesla
Autopilot on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory Michael Burry reported he shorted $TSLA on June 30th $TSLA has added ~$54,000,000,000 in market cap today" / X

Post Log in Sign up Post Autopilot on X: "Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory Michael Burry reported he shorted $TSLA on June 30th $TSLA has added $54,000,000,000 in market cap today" - Autopilot @joinautopilot Breaking: Tesla is spiking today after Optimus enters production at its Fremont factory Michael Burry reported he shorted $TSLA on June 30th $TSLA has added $54,000,000,000 in market cap today View media 12:19 PM · Aug 31, 2026120.9KViews 71 70 1.2K 75 - Autopilot @joinautopilot Aug 31 See Michael Burry's holdings or trade alongside:…

11:55 AM ETTesla
TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." / X

Post Log in Sign up Post TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." - TESLA CARS ONLY⚡️ @teslacarsonly Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world…

11:55 AM ETTesla
TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." / X

Post Log in Sign up Post TESLA CARS ONLY⚡️ on X: "Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world changes when they arrive at scale." - TESLA CARS ONLY⚡️ @teslacarsonly Thousands of Tesla Optimus bots. Elon Musk walking through the middle of them. No battle. No chaos. Just a factory waking up — row by row, machine by machine. The question isn’t whether humanoid robots are coming. It’s how fast the world…

11:27 AM ETUnitree Robotics
@UnitreeRobotics on X

We apologize, we did not express ourselves clearly, which led to a misunderstanding. Microduck is not using Unitree's Servo. We simply recommend giving our servo actuators a try.

11:09 AM ET@OperationsPLS
@OperationsPLS on X

10M unit capacity by 2029 is the number that reframes the whole industry. At that scale, Optimus isn't competing with other humanoids — it's competing with human labor markets. The factory buildout is the real signal here. @JOBhakdi

11:09 AM ETTesla
@OperationsPLS on X

The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match. @HumanoidsHQ

8:15 AM ETTesla
@HumanoidsHQ: Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become…

Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become the top humanoid in America.

5:13 AM ETTesla
Electrickaos on X: "Fremont’s old S/X hall is becoming an Optimus line. @Tesla said production this year, outside sales pointed at 2027. That’s the robot era starting inside the factory." / X

Post Log in Sign up Post Electrickaos on X: "Fremont’s old S/X hall is becoming an Optimus line. @Tesla said production this year, outside sales pointed at 2027. That’s the robot era starting inside the factory." - Electrickaos @electrickaos\ Fremont’s old S/X hall is becoming an Optimus line. @Tesla said production this year, outside sales pointed at 2027. That’s the robot era starting inside the factory. View media 5:13 AM · Aug 31, 2026210Views Reply 3 Scan to get the app

4:55 AM ETHYHyundai
The Displacement Papers on X: "Hyundai has 25,000 humanoid robots pre-sold — to its own factories. For the remaining 5,000, the CEO floated car dealerships at an investor day. It wasn't clear if he meant businesses or households. That ambiguity is doing a lot of work." / X

Post Log in Sign up Post The Displacement Papers on X: "Hyundai has 25,000 humanoid robots pre-sold — to its own factories. For the remaining 5,000, the CEO floated car dealerships at an investor day. It wasn't clear if he meant businesses or households. That ambiguity is doing a lot of work." - The Displacement Papers @bry1050 Hyundai has 25,000 humanoid robots pre-sold — to its own factories. For the remaining 5,000, the CEO floated car dealerships at an investor day. It wasn't clear if he meant businesses or households. That ambiguity is doing a lot of work. View media Made with AI 4:55 AM…

2:56 AM ETTesla
Humanoid Intelligence on X: "Spotted a @Tesla Optimus robot today. Looks like Optimus has already landed its first job." / X

Post Log in Sign up Post Humanoid Intelligence on X: "Spotted a @Tesla Optimus robot today. Looks like Optimus has already landed its first job." - Humanoid Intelligence @HumanoidsHQ Spotted a @Tesla Optimus robot today. Looks like Optimus has already landed its first job. 00:00 View media 2:56 AM · Aug 31, 20267.5KViews 10 4 113 2 - Kin-ell @Robotaxi14three Aug 31 Old Optimus V3 looks nothing like this. Reply 52 Scan to get the app

10:54 PM EThttps://x.com/HumanoidsHQ
Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X

Post Log in Sign up Post Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." - Humanoid Intelligence @HumanoidsHQ Optimus is on track to become the ultimate “everything” robot. 00:00 View media 10:54 PM · Aug 30, 20266.7KViews 22 31 312 16 - Tech. Lovers Community @Thedreamer89987 Aug 31 Optimus AI is Banger 🔥 View media 1 1 1 72 - Nidhi Goyal @NidhiGoyal86 Aug 31 Looks great Reply 1 29

8:00 PM ETTesla
Kalkine: Tesla pushing Optimus toward repeatable Fremont production

Kalkine Media (image timestamp 08_31_2026): Tesla pushing Optimus from demonstration toward factory production. Fremont described as a manufacturing test bed. Piece is secondary commentary without new unit counts or named customer hours. Use Motley Fool Aug 29/30 as stronger primary on the line-install claim.

8:00 PM ETBoston Dynamics
Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026

Vytautas Valinskas / Technology.org (Aug 31, 2026), largely recapping TechCrunch Aug 28: Xpeng robotics unit raised more than $900 million at post-money valuation above $6.3 billion (company: largest single private financing in China's embodied AI). IDG led; Gaorong; Tencent and Alibaba strategic. He Xiaopeng and Brian Gu invested ~$100M. Iron: 76 DoF body, 21 per hand, three Turing chips 2,250 TOPS combined; mass production expected end-2026, deliveries 2027. Chery AiMOGA reportedly preparing IPO. Hyundai plans Atlas at Georgia factory this year and parts sequencing by 2028; DeepMind partnership; US Robot Metaplant Application Center. Mobileye acquired Mentee Robotics earlier this year for $900 million. Piece notes Tesla has never published an Optimus production count.

6:11 PM ETTesla
Dom Lucre | Breaker of Narratives on X: "🔥🚨LATEST: Tesla’s Optimus humanoid robot has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, it will be the first fully functional humanoid robot to enter the homes of humans." / X

Post Log in Sign up Post Dom Lucre \| Breaker of Narratives on X: "🔥🚨LATEST: Tesla’s Optimus humanoid robot has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, it will be the first fully functional humanoid robot to enter the homes of humans." - Dom Lucre \| Breaker of Narratives @dom\lucre 🔥🚨LATEST: Tesla’s Optimus humanoid robot has entered production at Tesla’s Fremont factory, with public sales targeted for 2027, it will be the first fully functional humanoid robot to enter the homes of humans. 00:00 View media 6:11 PM · Aug 30, 2026545KViews 348…

4:24 PM ETTesla
@AIEquities on X

$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN

12:10 PM ETTesla
kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once… / X

Post Log in Sign up Post kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once in an entire career. That could make expert care available in places where finding a specialist is difficult or impossible. It also raises a question almost everyone can understand. When your life is on the line, do you trust the experienced human standing beside you, or the…

9:47 AM ETTesla
@liderarmente on X

La industria del automóvil tiene que reinventarse y los humanoides son una gran oportunidad Opción 1: crea tu propio robot Tesla → Optimus XPENG → IRON BYD → Xiao Di CHERY → Mornine Rivian → Mind Opción 2: invierte en empresas de robots Mercedes → Apptronik Hyundai → Boston Dynamics Opción 3: contrata empresas de robots BMW → Figure Toyota → Agility Robotic

8:00 PM ETTesla
Tesla 2026 capex at least $25B, with EV lines closed for Optimus

Reuben Gregg Brewer / Motley Fool (Aug 30, 2026): After Q2 2026 earnings Musk said 2026 would be a 'massive' year for capex; current expectation company will spend at least $25 billion. Stock dropped after earnings as spending turned cash flow negative. 'Tesla has closed down some of its electric vehicle production lines and switched them to producing Optimus robots.' Author says Musk has telegraphed multi-year elevated capex to build Optimus manufacturing.

4:14 PM ETSPSpaceX
@elonmusk on X

SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.

3:02 PM ETTesla
mete on X: "EV makers building humanoids 🇺🇸 Tesla | Optimus 🇨🇳 XPENG | IRON 🇨🇳 BYD | Xiao Di 🇨🇳 CHERY | Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." / X

Post Log in Sign up Post mete on X: "EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." - mete @VaderResearch EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast. View media 3:02 PM · Aug 29, 20268.2KViews 8 3 29 9 - 夕凡的撸毛之路…

9:50 AM ETAgility Robotics
@HumanoidInvest on X

$CCXI 🤖 $AGLT @agilityrobotics J.P. Morgan just outlined the upcoming Humanoid robotics bottleneck Demand will be outweighing supply by a large margin Q4 2026 Should be interesting as Agility becomes the first public USA pure play Humanoid robotics company @ a pre money valuation of $2.5 billion 🇺🇸 They’ve already lined up 3 investor conferences for September & the CFO will be available for one-on-one meetings with institutional investors. Agility will also be unveiling their new v5 “Digit” Humanoid by year end Personally, this is the only sector I’m genuinely excited to be a market…

9:39 PM ETTesla
The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 -- China's Robot Olympics and the Optimus Future $TSLA -- $NVDA and $CRM Rip on Big Earnings: Narrative Violations -- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? -- Druck's AI WSJ Op-Ed Controversy -- CIA Chie… / X

Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? \-\- Druck's AI WSJ Op-Ed Controversy \-\- CIA Chief Visits Moscow \-\- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and…

8:26 PM ETTesla
@HumanoidsHQ on X

If you still think Tesla is just a car company, you’re missing the bigger picture. Optimus could become Tesla’s next massive business. 🤖 Tesla isn’t simply building a humanoid robot — the goal is to mass-produce millions of general-purpose robots capable of performing a wide range of useful tasks. Fremont → Up to 1M Optimus/year Giga Texas → Up to 10M Optimus/year Cars were just the beginning. FSD taught Tesla how to build real-world AI. Optimus could give that AI a human-like body and bring it directly into the physical world. The next 12–18 months could show us just how close Tesla is to…

8:00 PM ETTesla
Optimus entered production at Fremont; Tesla switched car lines to robots

Reuben Gregg Brewer / Motley Fool (URL dated Aug 29, 2026): Tesla 'begins mass-producing Optimus robots at its Fremont plant' and 'switched production lines from building cars to building robots.' Piece flags this as a large capital investment with no easy backtrack. (Note: the same author article body says 'Fremont plant in Texas' in one sentence; Fremont factory is in California. Treat production-at-Fremont and line-switch claims as the sourced facts; location wording in that sentence is internally inconsistent.)

7:24 PM ETTesla
Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch

Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there…

7:00 PM ETTesla
@JagOBX on X

Tesla building Optimus at Fremont. Same line that made Model S and X now makes humanoid robots. Early units go to Tesla’s own factory floor to learn real work. Hands with human level dexterity. Built to work 10 hour shifts. The car company is becoming a robot company. That is the real story.

2:18 PM ETTesla
@DamionKibler on X

They shut down Model S and Model X at Fremont so Optimus could take the line. JPMorgan walked that floor this month. Tesla is still on the 4-month conversion after S/X went dark in May. Target: ~1 million humanoids a year there. Then ~10 million at Giga Texas. The factory that scaled EVs is becoming a robot plant. That's the bet.

7:05 PM ETTesla
Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool

Accessibility Menu ▲ S&P 500 +---% \|▲ Stock Advisor +---% Join The Motley Fool Search for a company Accessibility... Help Arrow-Thin-Down\\ \\ S&P 500\\ \\ 7,686.14\\ \\ -0.3%\\ \\ -25.62 Arrow-Thin-Down\\ \\ DJI\\ \\ 53,185.90\\ \\ -0.7%\\ \\ -374.09 Arrow-Thin-Down\\ \\ NASDAQ\\ \\ 26,370.89\\ \\ -0.1%\\ \\ -31.53 Arrow-Thin-Down\\ \\ Bitcoin\\ \\ $78,283.00\\ \\ +0.6%\\ \\ +$452.82 Arrow-Thin-Down\\ \\ SPCX\\ \\ $143.69\\ \\ +1.5%\\ \\ +$2.19 Arrow-Thin-Down\\ \\ AAPL\\ \\ $316.85\\ \\ -0.9%\\ \\ -$2.85 Arrow-Thin-Down\\ \\ AMZN\\ \\ $259.77\\ \\ -2.5%\\ \\ -$6.66 Arrow-Thin-Down\\ \\…

7:05 PM ETTesla
Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool

Accessibility Menu ▲ S&P 500 +---% \|▲ Stock Advisor +---% Join The Motley Fool Search for a company Accessibility... Help Arrow-Thin-Down\\ \\ S&P 500\\ \\ 7,673.19\\ \\ +0.5%\\ \\ +41.72 Arrow-Thin-Down\\ \\ DJI\\ \\ 53,161.69\\ \\ +0.7%\\ \\ +394.81 Arrow-Thin-Down\\ \\ NASDAQ\\ \\ 26,193.63\\ \\ +0.4%\\ \\ +93.85 Arrow-Thin-Down\\ \\ Bitcoin\\ \\ $76,768.00\\ \\ -1.3%\\ \\ -$1,024.21 Arrow-Thin-Down\\ \\ SPCX\\ \\ $140.04\\ \\ -1.5%\\ \\ -$2.20 Arrow-Thin-Down\\ \\ AAPL\\ \\ $324.93\\ \\ -0.1%\\ \\ -$0.20 Arrow-Thin-Down\\ \\ AMZN\\ \\ $255.68\\ \\ +0.3%\\ \\ +$0.76 Arrow-Thin-Down\\ \\…

4:07 PM ETTETerafabCorp
@XPeterKappes on X

300 Jobs available in robotics & construction paying from 70k to 400k. I've added every single job available from the companies below to Brewster's job board at @BotsnBeans @TerafabCorp - 10 jobs @PathRobotics - 48 jobs @fieldai_ - 119 jobs @NobleMachines - 8 jobs @Tesla_Optimus Optimus - 48 jobs If you'd like me to add your company and available jobs on Brewster's job board, tag in the comments. Share this post to help your friends find jobs at awesome companies. If you get hired, thank Brewster at @BotsnBeans Link in Comments.

1:08 PM ETTesla
@HumanoidsHQ: Tesla optimus will be in charge of all the work.

Tesla optimus will be in charge of all the work.

7:52 AM ETTesla
@HumanoidsHQ on X

Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.

1:30 PM ETFigure
Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X

Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…

1:16 PM ETOPOptimi
@elonmusk on X

Megatons to orbit & beyond is a critical piece of the K2 puzzle. The other parts are: massive amounts of solar cell production, AI chip production, millions of humanoid (general purpose) robots and a mass driver on the Moon. My guess is that ~1M Optimi plus ~1GW of solar will constitute the first Von Neumann Probe, a system capable of replicating itself entirely from local materials on any sufficiently large planet or moon. This would enable expansion of civilization throughout the galaxy and reaching K3.

3:50 PM EThttps://x.com/bmontxna
b on X: "@cixliv is it true though that even if we solve manufacturing in the US we will still rely on China for rare earth minerals" / X

Post Log in Sign up Post b on X: "@cixliv is it true though that even if we solve manufacturing in the US we will still rely on China for rare earth minerals" - CIX 🦾 @cixliv Aug 24 I don’t think Americans understand how behind we are in robotics. \- Most “American” humanoids e.g. Figure/Optimus using Chinese parts. \- Not shipping a single bipedal humanoid. \- US is producing small batches of 10-20 for R&D while China is shipping tens of thousands. 111 48 691 77K - b @bmontxna is it true though that even if we solve manufacturing in the US we will still rely on China for rare earth minerals…

1:39 PM ETTesla
Tesla Manufacturing on X: "End of an era: Decommissioning the original Model S & X assembly line in just 46 days" / X

Post Log in Sign up Post Tesla Manufacturing on X: "End of an era: Decommissioning the original Model S & X assembly line in just 46 days" - Tesla Manufacturing @gigafactories End of an era: Decommissioning the original Model S & X assembly line in just 46 days 00:00 View media 1:39 PM · Jul 10, 20266.4MViews 1.1K 2.4K 22K 2.3K - Net\pop @net\pop Jul 10 Watching Tesla tear down the Model X/S Production lines got me bubble-wrapping the Plaid 😂 View media 2 265 10K - Darren Sager @REIAgent Jul 10 So glad we got our last one before this happened. View media 10 1 234 8.5K - JoshWest247 ⚡️…

—Tesla
Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the i…

Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the indexes fell. Hello and welcome to your Tesla briefing on the August 31st session. Here are the six things that matter. Optimus is reported to enter production at Tesla's Fremont factory this week. That moves the humanoid robot from demo footage to an actual manufacturing line. Tesla closed the session at $367.95, up 5.51%. The contrast stood out because the S&P 500 fell 0.33% and the Nasdaq fell 0.12% on the very same day. That looks like the market starting to price Optimus…