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Tesla Says Optimus Production Has Started at Fremont Analytics Table
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About Tesla Says Optimus Production Has Started at Fremont
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Master Plan: What Elon Musk is Actually Building book: https://a.co/d/04C1qu8Z Abundance or Collapse book: https://a.co/d/0cQgFdGH Tesla's Q3 2026 update says Optimus production began in Fremont on its high-volume lines, and that the bots coming off that line are the first production-quality bots Tesla has made (Tesla-reported). Tesla's capacity table lists Optimus in California as "Early Ramp" and Optimus in Texas as "Construction". On the Oct 21 earnings call, Elon Musk said: "We're building robots that do not have perfected hands." The hand is the hardest part: human hands are squishy, full of sensors, and repair themselves. Robot hands can't. The physics (our example, not Tesla's): to hold an egg between two fingertips, friction has to carry its weight, so 2 x friction coefficient x squeeze force must be at least the egg's weight (about 0.6 newtons for a 60 g egg). Squeeze too little and it slips, too much and it cracks. A soft fingertip spreads the same force over a bigger patch, so the pressure on the shell is lower. Tesla says it is developing the robots and building the production lines in parallel. The Austin robot factory is under construction, and Tesla says it would be able to build a lot more robots than Fremont (no number given). Tesla's likely timing for customer deliveries: late 2027 ("towards the end of next year", Tesla's own estimate). Labels: early production in Fremont, first production-quality bots, Austin under construction, "a lot more robots" and late 2027 deliveries are Tesla's claims and plans from its Q3 2026 update and call. The egg grip numbers are our own illustrative math. The Optimus clips are Tesla's earlier videos (Dec 2023, Oct 2024), not footage of the new Fremont line. Sources and credits: - Tesla Q3 2026 Update (ir.tesla.com): Robotics section and capacity table: Tesla - Tesla Q3 2026 earnings call, Oct 21 2026 (audio): Tesla - "Optimus - Gen 2 | Tesla" (Tesla / YouTube, Dec 13, 2023): Tesla - "Optimus Navigating Around | Tesla" (Tesla / YouTube, Oct 18, 2024): Tesla - Tesla Fremont Factory overhead imagery: USDA NAIP via USGS (public domain) - Elon Musk photo: Gage Skidmore, Wikimedia Commons (CC BY-SA) - Optimus line drawings made from "Tesla optimus" by Mechamaner.V (Sketchfab), CC BY 4.0, modified #Tesla #Optimus #TSLA #Robotics #Shorts Want to sponsor my channel? Email: [email protected] Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP Wrap your Tesla using TESBROS: https://partners.tesbros.com/FARZADMESBAHI Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp Use my referral link to purchase a Tesla product https://ts.la/farzad69506 Want to grow your YouTube channel? DM David Carbutt For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_ I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions. Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019. I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice. I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice. I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice. I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice. I currently own Meta stock. Nothing I say constitutes as investment or financial advice. My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel. If you like this content I would greatly appreciate your likes and shares! #artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude
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