Tesla begins early Optimus robot production at Fremont factory
Tesla has started assembling production-quality Optimus humanoid robots on high-volume lines at its Fremont facility, while executives detailed rollout goals during the company's quarterly earnings call.
Tesla announced that production of its Optimus humanoid robot has officially begun on high-volume lines at its factory in Fremont, California. According to a manufacturing update released by the company, units now coming off the line are the first production-quality units it has built, demonstrating that its current manufacturing process is suitable for a commercial product even as hardware iterations continue.[5][8][4][2]
The company's capacity disclosures classify Fremont Optimus manufacturing as in an early ramp stage, while an Optimus line in Texas remains under construction. Chief Executive Elon Musk stated that Tesla has already installed the vast majority of a 1-million-unit annual line at Fremont. Musk described the production trajectory as an erratic S-curve with 10,000 things that need to go right, but set a target to reach roughly 20,000 robots per week within a year, pacing toward approximately 1 million units annually heading into 2028 if manufacturing scales as planned.[5][3][1][6]
Alongside the manufacturing launch, Tesla shared additional automation timelines during its earnings call, as reported by Teslarati. Management projected that Optimus should achieve stable and useful operation in roughly 14 months. The company also announced that its Robotaxi service is scheduled to launch in Dallas next month, customer Cybercab deliveries are anticipated by the end of the year, and Full Self-Driving take rates at delivery climbed to 75%, up from 55%.[7]
Key facts
- Tesla confirmed it has started assembling its first production-quality Optimus robots on high-volume manufacturing lines in Fremont, California.
- Tesla's manufacturing report categorizes California Optimus production in early ramp status, while its Texas robotics facility is under construction.
- Elon Musk reported that the majority of a 1-million-unit Optimus line is installed at Fremont, targeting around 20,000 units weekly within a year.
- Optimus is projected to reach stable and useful operation within 14 months.
- Tesla announced plans to launch its Robotaxi service in Dallas next month and expects Cybercab customer deliveries by the end of the year.
- Tesla's Full Self-Driving take rate at delivery reached 75%, increasing from 55%.
Sources · 6 sources
- SB
Shay Boloor@StockSavvyShayPost on X ·
Elon Musk says $TSLA has started early Optimus production with most of its Fremont manufacturing line already installed. He’s targeting ~20K robots per week within a year putting Tesla on pace for ~1M annually heading into 2028 if the ramp goes as planned. https://t.co/H2oYOcSdK9
Open source - MT
MTS@MTSlivePost on X ·
SITUATION DETECTED: Tesla said today that Optimus production has started in Fremont. The robots coming off the line are the first production-quality units the company has ever built.
Open source - TE
TESLARATI@TeslaratiPost on X ·
“We have started early production of Optimus on our Fremont line. It’s an S-curve, but it’s erratic because it’s a new product. There are 10,000 things that have to go right. We do have the vast majority of a 1M unit line in Fremont right now.” 1 year to get to 20k/wk -@elonmusk https://t.co/vcCuyhfZ1b
Open source - PO
Polymarket@PolymarketPost on X ·
JUST IN: Tesla announces it has officially begun production of its Optimus humanoid robots at its Fremont, California factory.
Open source - TR
TrendSpider@TrendSpiderPost on X ·
TESLA $TSLA CONFIRMS OPTIMUS IS NOW IN PRODUCTION, BOTS ARE "COMING OFF THE LINE" https://t.co/LhVc7svuNu
Open source - SB
Shay Boloor@StockSavvyShayPost on X ·
$TSLA just confirmed production-quality Optimus robots are coming off its Fremont lines with management calling the process "suitable for a commercial product." The next step is scaling production toward Fremont's planned capacity of 1M robots annually. https://t.co/J5Ynl2MsbQ
Open source - TE
TESLARATI@TeslaratiPost on X ·
Overall thoughts on Tesla $TSLA Q3 Earnings: Analysts were pretty good with estimates for this Q, but call was very bullish in general. A lot of great takeaways including Cybercabs to customers by EoY, Optimus developments, AI5 comparison to AI4 and that timeline, Dallas to get Robotaxi next month, and many more. Really exciting future ahead as long as Tesla executes, and there’s really no reason to believe they won’t. Timelines are the only thing skeptics can really bring up; yes, Tesla is late to things quite frequently but they ultimately do deliver. Tesla FSD take rate is insane at delivery and up to 75%, up from 55%. People are buying Teslas for FSD because they are ready to automate their travel. It’s safer and it’s easier than human driving. It seems Elon is going to be well on his way to crossing off that tranche from his latest compensation package. Optimus should be ready for pretty stable and useful operation in 14 months, which is awesome. This was a great call. Between the SpaceX call and the Tesla call, fans and investors have a lot to be excited about.
Open source - WS
Wall St Engine@wallstenginePost on X ·
TESLA CONFIRMS OPTIMUS HUMANOID ROBOT PRODUCTION HAS BEGUN $TSLA says its first production-quality Optimus robots are now coming off high-volume manufacturing lines at its Fremont, California factory. Tesla says its manufacturing process is now suitable for a commercial product, although hardware improvements will continue. Production remains in the early ramp stage, while its Texas facility is still under construction. Tesla has not disclosed production volumes or a timeline for full-scale manufacturing.
Open source