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Minds, Bodies, and Terawatts

Minds, Bodies, and Terawatts

Tesla Put Optimus Into Production on a Line Built for a Million Robots a Year. Musk Says the Hands Aren't Finished, the Brain Isn't Ready, and Customers Wait Until Late 2027

Minds, Bodies, and Terawatts · Oct 25, 2026 · 5:09

0:005:09

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On Tesla's Q3 earnings call Wednesday, October 21, Elon Musk said Optimus has entered early production on the Fremont high-volume line where the Model S and X were built, and Tesla's shareholder letter calls them the first production-quality bots it has made. Musk then listed what still doesn't work: the hands, durability, and the AI, and said 20,000 a week is at least a year off, with outside deliveries around the end of 2027. The robots coming off the line will go to an internal 'Optimus Academy' to practice tasks, because Tesla has no fleet to learn from.

Episodes: Minds, Bodies, and Terawatts

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