Tesla, Optimus and Elon Musk
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Tesla CEO Elon Musk confirms Optimus production starts late July at Fremont, converting the Model S/X line in four months — but warns output will be 'quite slow.'
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Tesla may be moving beyond Model S and Model X to focus on its robot futuren
Tesla is shifting focus away from luxury EVs like the Model S and Model X to prioritize robotics, including its Optimus humanoid project.
Tesla begins Optimus production in Q2 2026, replacing Fremont’s legacy car lines, breaking ground in Texas as it scales toward a robotics-first future.
The acquisition comes after Tesla said new spending will go toward AI-related initiatives involving its robotaxi service and its Optimus humanoid.
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Tesla CEO Elon Musk is asking investors to take a leap of faith on his costly bets in self-driving technology and humanoid robots that have yet to generate meaningful revenue.