Elon Musk said on Tesla's Q3 earnings call that Optimus has entered early production on the high-volume line in Fremont, but reaching an annualized rate of 20,000 units per week will take at least a year, maybe longer. He described the ramp as an S-curve with a slow, bumpy start because about 10,000 items must all go right, and parts of the design are still changing. Tesla needs to make the robot safe, reliable and durable enough that it does not wear out after a month, and the AI still needs work for open-ended tasks. Musk expects these issues to be solved around the end of next year, when Optimus would start being delivered to companies outside Tesla. He reiterated that Optimus, and humanoid robots in general, will be 'the biggest product on Earth.'
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TSLAElon Muskhumanoid robotsartificial intelligence
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/21/2026 | 386.55 |
| Change that session | +3.44% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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