Musk, Tesla and Optimus
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Chinese humanoid robot companies are expanding globally, piling pressure on Elon Musk’s Optimus before it reaches mass production.
In its earnings report, Tesla says that the third-generation version of its Optimus humanoid robot “meant for mass production” will be unveiled in the first quarter of 2026.
Musk said on Wednesday evening that Tesla’s humanoid robot, Optimus, was still in the R&D phase. Still, the company plans to unveil the third generation of its robot in the first quarter. Tesla also plans to convert its Model S and X assembly capacity in California to a robot assembly line.
Elon Musk said at the World Economic Forum in Davos that Tesla plans to offer its Optimus humanoid robots for public sale by the end of 2027, setting a target for the program. Speaking with BlackRock CEO Larry Fink on Thursday,
Branded as “Amazing Abundance,” Tesla’s (TSLA) new mission captures Elon Musk’s optimism—and his expectation that Optimus robots could eventually reshape U.S. economic output. On the company’s earnings call with analysts,
Tesla gained 3% after Musk said Optimus humanoid robots will be sold to consumers by end of 2026 following safety testing.
The billionaire CEO of Tesla and SpaceX, in his first appearance at Davos, said Tesla could start selling its Optimus robots next year.
During a town hall event last week, Tesla (TSLA) informed its employees about its plans to begin collecting data to train its Optimus humanoid robots at its manufacturing facility in Austin, Texas, The Business Insider reported on Saturday.