DEPLOYDatabase

Company

Tesla

Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a…

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Founded
2003
HQ
Austin, Texas, USA
Status
public

Models

4

Deployments

7

Patents

6

Overview

Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a robotaxi ride-hailing service, the Optimus humanoid robot, and the forthcoming purpose-built Cybercab. Robotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's Full Self-Driving / Autonomous Driving System. At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a federally-mandated crash-reporting record (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving. Optimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call Musk admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027. Cybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026. Tesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.

Reality check

Optimus Claims

Claimed: 5'8" height, 125 lbs, 2 mph walking speed, 150 lbs lifting capacity, $20K target price. Verifiable: public demos 2022-2024 showing slow walking, basic object manipulation; no independent verification of production readiness

VVC Note

Tesla Optimus claims are heavily marketing-inflated vs verifiable capability; timeline promises (2022 production, 2023 useful tasks) have not materialized; honest-absence on production scale

Verified record

Verified deployments
7 deployments on file
Active incidents
33 incidents on file

DEPLOY Intelligence

Market intelligence for physical AI

Analyst-grade signals, competitive tracking, and investment context across the global physical AI landscape. Launching 2026.

Key facts

Company

Tesla Inc. (NASDAQ: TSLA); founded 2003; CEO Elon Musk

Robotics Division

Tesla Optimus humanoid robot program (announced 2021 AI Day); led by Milan Kovac (VP Engineering)

Autonomy Transfer

FSD (Full Self-Driving) neural network and Dojo supercomputer training intended for robotics transfer; Ashok Elluswamy leads software stack

Patents

3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand) under Tesla assignee; broader automotive autonomy patent portfolio

Manufacturing

Optimus manufacturing intended for Tesla Gigafactory Austin; 2024 claims of production line for training data collection

Optimus production timeline

Slow ramp starting late July/Aug 2026 at Fremont; Gen 3 reveal pushed to mid-2026 (per Musk Jul 1, 2026)

Hero image candidate

upload.wikimedia.org (source: Wikimedia Commons, license: CC BY 2.0)

Data & sources

News coverage

4

Patent documents

6

Web sources

7

17 sources backing this record.View all →

Current platform

Semi

The Tesla Semi is a Class 8 battery-electric heavy-duty truck (325-mile and 500-mile range variants), unveiled in November 2017 with first deliveries to PepsiCo on December 1 2022. The registry records it at commercial maturity on the strength of PepsiCo's sustained, multi-site, multi-year fleet operation (Sacramento beverage and Modesto Frito-Lay), with additional independent pilots at ArcBest/ABF and DHL (first delivery December 2025). Critically, the Tesla Semi is a human-driven electric truck: every deployed unit runs with a driver, Tesla has made no Level 4 claim, and it removed Autopilot/FSD references from the Semi's marketing. Full autonomy is a roadmap claim only, so the registry does not wire the Semi to Tesla's FSD stack. Volume production at the dedicated Giga Nevada Semi factory is targeted for 2026 (a repeatedly-slipped Tesla target); production is still ramping. 2017-era pricing of $150k-$180k is a stale projection.

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Current platform

Cybercab

The Tesla Cybercab is a purpose-built two-seat autonomous robotaxi vehicle that Tesla unveiled on October 10 2024 at its 'We, Robot' event. It has no steering wheel or pedals, two upward-opening butterfly doors, inductive (wireless) charging with no charge port, and a single roughly 20.5-inch center display, and it relies on Tesla's camera-only Full Self-Driving (no lidar or radar). Tesla has stated a consumer price target below $30,000 and, on its Q1 2026 earnings call, that Cybercab production has 'just started' with volume production targeted in 2026; Tesla's own Q1 2026 SEC filing characterizes the status as 'Pilot Production' at Giga Texas, and the production-start evidence rests on Tesla's statements and controlled footage rather than independent verification. The Cybercab is NOT the vehicle behind Tesla's deployed Robotaxi service, which launched in Austin in June 2025 on regular Model Y cars with safety monitors. As of mid-2026 there are no verified consumer transactions, purchase pathway, warranty terms, or real-world Cybercab deployment; the registry records it at research maturity (no verified real-world operation), with production and pricing claims tracked as stated, not demonstrated.

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Current platform

Tesla Robotaxi (Model Y ADS)

Tesla's robotaxi service vehicle, a 2026 Model Y operating with Tesla's Autonomous Driving System (ADS, based on Full Self-Driving) engaged. In Austin, some vehicles operate unsupervised (no in-car safety monitor); in the Bay Area, a safety driver is present as required by California law. A teleoperator can remotely assist/pilot a vehicle at speeds under 10 mph for repositioning. Tesla's purpose-built, steering-wheel-free Cybercab, intended as the dedicated robotaxi vehicle at scale, was expected to begin production around April 2026 (not yet the deployed service vehicle as of early 2026). Maturity: pilot (early commercial service under heavy supervision and scrutiny; not yet at-scale).

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Current platform

Tesla Optimus

Tesla Optimus (Tesla Bot) is a general-purpose humanoid robot developed by Tesla, announced as a concept at AI Day in August 2021 and shown as working prototypes at AI Day in September 2022. The second generation, Optimus Gen 2 (December 2023), demonstrated Tesla-designed actuators and sensors, roughly 30 percent faster walking, a weight reduction of about 10 kg, 11-degree-of-freedom hands with fingertip tactile sensing, and a 2-degree-of-freedom actuated neck. Optimus shares its perception and compute approach with Tesla's Full Self-Driving stack. Tesla positions Optimus for factory and general-purpose labor and projects a long-run price near $20,000 to $30,000 at scale, but those figures and timelines are company projections rather than realized outcomes. At the We Robot event in October 2024, Optimus units that appeared to converse and serve drinks were reported by Bloomberg and TechCrunch to be human-teleoperated rather than autonomous. Tesla has claimed internal factory testing of Optimus, but on the Q4 2025 earnings call (January 2026) Elon Musk acknowledged the robots are not in material use in Tesla factories and remain in the research-and-development phase. As of mid-2026 there is no verified external commercial sale, and the production-design V3 reveal has slipped repeatedly. Optimus is therefore recorded at research maturity: its factory presence is maker-facility R&D, not a verified commercial deployment.

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Relationships

Claims ledger

Public, dated claims by Tesla, each tracked against the evidence. Status is a DEPLOY assessment from primary sources: verified means an independent source confirms it; contradicted means one refutes it; open means the outcome is not yet determinable. Every entry keeps its verbatim quote and source so you can check the call yourself.

Claim Integrity: 0% (0 of 4 resolved claims verified; 7 tracked)
  • OpenCapability · claimed 2026-06-01 · deadline 2028-12-31
    AI-driven robots could surpass human surgeons as early as 2028

    No evidence supports this claim. No Tesla robot has performed any surgical task. Surgical robotics (da Vinci, etc.) require FDA clearance and clinical trials. This is a speculative claim with no technical basis.

  • Partly trueTimeline · claimed 2026-04-18 · deadline 2026-06-30
    Robotaxi service expanding to seven cities in the first half of 2026

    Tesla launched robotaxi in Austin (June 2025) and Miami (July 2026). Dallas and Houston also live. Not all seven cities confirmed. https://www.reuters.com/business/autos-transportation/tesla-rolls-out-robotaxi-service-miami-2026-07-03/

  • OpenTimeline · claimed 2026-01-22 · deadline 2027-12-31
    Tesla will sell humanoid robots by end of 2027

    Claim made January 2026. No counter-evidence yet, but given Tesla's track record on robotaxi timelines (6 years late), this should be treated with skepticism. Tesla is converting Fremont factory to Optimus production. https://www.bbc.com/news/articles/cz5reve8476o

  • OpenCapacity · claimed 2026-01-01 · deadline 2026-12-31
    1 million Optimus robots annually

    Tesla is converting Fremont factory from Model S/X to Optimus production. Current rate ~1 robot/hour per Musk. 1M/year would require ~114 robots/hour. No evidence of scaling to this rate. https://www.instagram.com/reel/DXuJU32l9Pn/

Show 3 more claims
  • OverdueCapacity · claimed 2024-07-01 · deadline 2025-12-31
    Several thousand useful factory bots by end of 2025

    "Missed by about 4 months" per New Market Pitch tracker. Tesla is producing Optimus at ~1 robot/hour rate (Instagram reel), but no verified "several thousand" in factory use. https://www.instagram.com/reel/DXuJU32l9Pn/

  • ContradictedTimeline · claimed 2020-01-01 · deadline 2021-12-31
    I think we could see robotaxis in operation with Tesla next year

    No robotaxi service in 2021. Service launched June 2025 in Austin only. https://insideevs.com/news/763581/tesla-robotaxi-goes-live-austin/

  • ContradictedCapacity · claimed 2019-04-22 · deadline 2020-12-31
    Next year for sure we will have over a million robotaxis on the road

    Tesla did not have a single driverless robotaxi on public roads in 2020. First limited robotaxi service launched in Austin in June 2025, 6 years late. https://www.npr.org/2024/10/10/nx-s1-5144675/tesla-robotaxi-cybercab-reveal-thursday

Disagree with a status? Tesla can submit a correction with evidence and we log the response on the record. Methodology and the full industry ledger live at /stats/claim-integrity.

Explainers

Plain-language answers to the questions people ask about Tesla, from DEPLOY’s explainer library. Each is written in the language of the question and cross-checked against this registry.

  • How much will Tesla Optimus cost?

    Elon Musk has publicly targeted a $20,000–$30,000 consumer price for Tesla Optimus, but Tesla has not opened orders, published a confirmed retail price, or shipped a single unit to a paying customer as of mid-2026. The $20K–$30K figure is a forward target, not a current price.

  • When can you buy a Tesla Optimus?

    As of mid-2026, Tesla Optimus is not available for purchase by consumers or enterprises through any public channel. Elon Musk has stated Tesla expects to be producing Optimus for external sale in the late 2020s, but no order book, reservation system, or fulfillment timeline has been published.

  • Can a Tesla Optimus clean a house, cook, do laundry, or drive a car?

    Not at consumer-deployment scale. As of mid-2026, Tesla Optimus has been demonstrated walking, performing battery-cell sorting inside Tesla factories, and folding clothes / handling objects / serving drinks at staged events. Tesla acknowledged some of the most-shared demos involved teleoperation, not autonomous control. Optimus has not cleaned a house, cooked a meal, done a full laundry workflow, or driven a car under unprompted autonomous control in any customer environment. The shipped autonomous capability is narrower than the marketing reel suggests; consumer-deployment task capability is claimed-with-demonstration-evidence, not verified.

  • How fast is Tesla Optimus improving?

    Tesla publishes a steady cadence of Optimus improvement claims (generation reveals, factory-learning narrative, capability demonstrations) but verified external-deployment evidence remains thin. Per Tesla disclosure, ~300-500 Optimus units operate in factory-learning phase at Tesla facilities; no verified third-party customer deployments exist. Per DEPLOY's framework, capability-improvement claims sit at consumer-promised tier; trajectory framing attaches editorial accountability that subsequent events will be measured against.

  • What is the battery life of Tesla Optimus?

    Tesla has not published an official battery capacity or runtime for Optimus. Publicly visible information and Musk statements suggest a working-day target in the range of a single shift (roughly 4–8 hours of light task work), but no Tesla-confirmed specification exists.

  • What is Tesla's Cybercab and how is it different from Waymo's robotaxi?

    Cybercab is Tesla's planned two-seat, no-steering-wheel robotaxi vehicle, revealed October 2024 with a 2026–2027 production target. Waymo runs a live commercial robotaxi service today in Phoenix, San Francisco, Los Angeles, Austin, and Atlanta. Using a lidar-plus-camera-plus-radar sensor stack with HD maps. Tesla intends Cybercab to operate on a camera-only Full Self-Driving stack with no HD maps. The two represent opposing technical bets on autonomy.

Show 50 more explainers
  • How much does a humanoid robot cost in 2026?

    Humanoid robot pricing in 2026 spans five availability tiers with different verification states. Research-tools pricing is verified and publicly listed (Unitree G1 at $13,500-$16,000; R1 at $5,900). Consumer-available pricing is verified (1X NEO at $20,000 outright purchase or $499/month subscription, six-month minimum). Enterprise-deployed pricing is not publicly disclosed (Figure 03, Apptronik Apollo, Agility Digit under contract; analyst estimates put the range at $50,000-$250,000). Consumer-promised pricing is a claim (Tesla Optimus at $20,000-$30,000 at-scale target). Engineering-credibility tier hardware costs $200,000+ but is enterprise R&D only (Boston Dynamics Atlas).

  • Can I buy a humanoid robot in 2026?

    Yes, but the answer depends on what you mean by buy. Five tiers of humanoid availability exist in 2026: consumer-available (1X NEO at $20,000 outright or $499/month subscription, six-month minimum); research-tools-pricing (Unitree G1 at $13,500-$16,000 and R1 at $5,900); enterprise-deployed (Figure, Apptronik, Agility under contract); consumer-promised but not shipping (Tesla Optimus); and engineering-credibility with commercial transition pending (Boston Dynamics Atlas). Which fits your need depends on whether you're a consumer, a developer, an enterprise procurement organization, or waiting on Tesla.

  • Which is the cheapest humanoid robot you can buy?

    The Unitree R1 is the cheapest walking humanoid robot commercially available in 2026 at $5,900 base (smaller-form mass-market consumer + developer platform launched July 2025). For a full-size bipedal humanoid, the Unitree G1 starts at roughly $13,500 to $16,000 base. Both are made by Unitree Robotics (Hangzhou, China) and represent the most aggressively priced humanoid platforms commercially available; every other publicly-listed humanoid is meaningfully more expensive.

  • What is the best humanoid robot to buy in 2026?

    There is no single best humanoid robot in 2026; the right pick depends on which of the five availability tiers matches your use case. For consumer home use, 1X NEO is the only verified-available option ($20,000 outright or $499/month subscription with a six-month minimum; late-2026 US delivery). For research and developer access, the Unitree G1 is the practical choice. For warehouse and factory pilots, Agility Digit, Apptronik Apollo, and Figure 03 are the platforms with documented commercial deployments. For elite R&D, Boston Dynamics Atlas remains the dynamic-motion benchmark. Tesla Optimus remains consumer-promised but not for sale.

  • Who are the leading humanoid robot makers?

    By active commercial deployment activity in 2026, the leading humanoid robot makers are Tesla (Optimus, factory pilots), Figure AI (02, BMW pilot), Agility Robotics (Digit, warehouse operators), Apptronik (Apollo, Mercedes-Benz pilot), 1X Technologies (Neo, consumer pre-launch), Boston Dynamics (Atlas, R&D), and Unitree Robotics (G1/H-series, research). A fast-growing Chinese cohort (UBTech, Xiaomi, XPeng, Fourier, EngineAI, and others) is shipping platforms at increasingly competitive price points.

  • How much does a Waymo ride cost?

    As of 2026, Waymo rides average roughly $18 to $20 per trip in the metros where the service runs. Typically 12 to 27 percent above Uber and Lyft on the same route, narrowed from an earlier 30-40 percent premium framing as Tesla Robotaxi competition compressed Waymo fares in select markets (some markets at ~$8/ride). Base fares vary by city, and Waymo uses algorithmic dynamic pricing that surges with demand.

  • Is a robotaxi cheaper than Uber? Tesla Robotaxi vs Waymo vs Uber pricing

    Tesla Robotaxi's Austin pilot prices at $3 base plus $1.40 per mile, materially below Uber on equivalent trips. Waymo operates across roughly 11 US metropolitan markets and prices comparably to or modestly above Uber (averages near $20 per trip versus Uber's $17 baseline; 12 to 27 percent premium per refreshed 2026 Obi research data, narrowed from earlier 30-40 percent range as Tesla competition compressed Waymo fares). Tesla wins on price within the Austin pilot envelope; Waymo wins on city coverage and operational maturity. Outside those metros, the question doesn't apply.

  • Is Waymo actually driverless?

    Yes. Waymo vehicles operate without any human driver, safety operator, or backup attendant in the vehicle during normal commercial service in Phoenix, San Francisco, Los Angeles, Austin, and Atlanta. Remote assistance operators can advise the vehicle on edge cases, but they do not directly drive the car.

  • Is Tesla Robotaxi available?

    Yes, but narrowly. The Tesla Robotaxi pilot launched in Austin in June 2025 using Model Y vehicles, with a Tesla safety monitor in the passenger seat for early trips. As of mid-2026 the service operates across approximately four markets (Austin lead, plus Dallas, Houston, and SF Bay Area) under geofenced operational design domains with limited rider access. Invitation-based at launch, gradually opening. The future no-steering-wheel Cybercab vehicle is not part of this service.

  • Who is at fault if a driverless car crashes?

    In a commercial robotaxi crash, the AV operator (Waymo, Tesla, or another company) typically bears liability when the vehicle is in autonomous mode. The operator's commercial insurance handles claims, NHTSA investigates qualifying incidents under its Standing General Order, and specific state law determines the legal framework. For driver-assist systems like Tesla FSD (Supervised), the licensed driver remains the legally responsible party.

  • How does Tesla Robotaxi compare to Waymo?

    As of mid-2026, the two services operate at fundamentally different scales. Waymo runs commercial robotaxi service across roughly 11 US metropolitan markets with millions of completed paid trips. Tesla Robotaxi is a pilot operating across approximately four markets (Austin lead from June 2025, plus Dallas, Houston, and SF Bay Area) using Model Y vehicles in geofenced areas. Tesla is typically cheaper per trip; Waymo has lower wait times, broader coverage, and a more developed safety record.

  • What are the risks of humanoid robots?

    The principal risks of humanoid robots in 2026 cluster around four categories: physical safety (collisions, falls, dynamic-environment failure modes), the conflation of teleoperated demonstrations with shipped autonomous capability, workforce and economic displacement, and a regulatory framework that has not been updated for general-purpose mobile manipulators operating in shared human spaces.

  • Can humanoid robots replace human workers?

    Not at labor-market scale in 2026. Verified enterprise deployments operate at pilot scope: Figure 02 at BMW Spartanburg assembled 30,000 vehicles over 11 months; Agility Digit at GXO Flowery Branch handles 100,000 totes per year; Apptronik Apollo runs 3 Fortune-500 pilots; 1X NEO performs consumer household tasks with explicit teleoperation disclosure. These are meaningful capability demonstrations but not workforce-displacement at scale. The framework reads workforce-replacement claims as long-horizon trajectory rather than near-term reality.

  • Is 1X NEO autonomous, or is it controlled by humans?

    1X Technologies has explicitly disclosed that NEO relies on remote human teleoperators for complex household tasks during the consumer rollout phase. NEO is a teleop-bridged humanoid, not a fully autonomous one. 1X frames the teleoperation as the deliberate strategic path to consumer scale, not a stop-gap.

  • What's the difference between Tesla Robotaxi and Tesla Optimus?

    Tesla makes two completely different robot products. Tesla Robotaxi is an autonomous-vehicle ride-hailing service running in an Austin pilot. Tesla Optimus is a bipedal humanoid robot. They share the word 'robot' and the maker, but the use cases, timelines, and current commercial-readiness states are different. If you're asking whether a Tesla robot can clean a house, you're asking about Optimus, not Robotaxi.

  • Is Figure AI a Chinese company?

    No. Figure AI is a US company headquartered in Sunnyvale, California, founded in 2022 by American entrepreneur Brett Adcock. The confusion likely reflects the substantial Chinese humanoid-manufacturer presence in the broader category (Unitree, AgiBot, UBTech), but Figure AI is American.

  • What is Figure 03?

    Figure 03 is the third-generation humanoid robot from Figure AI, a US humanoid manufacturer based in Sunnyvale, California. The robot stands 173 cm (about 5'8"), weighs 61 kg, and is currently in active pilot deployment at a Catalyst Brands distribution logistics center. It is not available for consumer purchase as of mid-2026.

  • What is Apptronik Apollo and how does it compare to other humanoids?

    Apptronik Apollo is a bipedal humanoid robot from Apptronik, a US humanoid maker based in Austin, Texas with NASA Valkyrie research heritage. Apollo is deployed in enterprise pilots across three Fortune-500 customers (Mercedes-Benz, GXO Logistics, Jabil) and represents the enterprise-breadth strategy in the humanoid commercial deployment landscape.

  • Is Boston Dynamics Atlas commercially available?

    No, not yet. Boston Dynamics' Atlas humanoid is in research-to-commercial transition following the April 2024 reveal of the new electric Atlas platform. The company's quadruped Spot is the commercially-verified product line; Atlas commercial deployment timeline has not been announced. Boston Dynamics is owned by Hyundai Motor Group, which positions Atlas for industrial/enterprise rather than consumer markets.

  • How much do the Unitree G1 and R1 humanoid robots cost?

    Unitree's G1 humanoid robot starts at roughly $13,500 to $16,000 for a base research-grade configuration, with more advanced versions running higher. The smaller R1 starts at $5,900 for an entry consumer and developer configuration. Both are made by Unitree Robotics, a Chinese manufacturer based in Hangzhou, and represent the most aggressively priced humanoid platforms commercially available in 2026.

  • What is Mentee Robotics and the MenteeBot humanoid?

    Mentee Robotics is an Israeli humanoid robot maker founded in 2022 by Amnon Shashua, the AI researcher who also leads Mobileye and AI21. Mobileye acquired Mentee in January 2026 for approximately $900 million ($612M cash plus Mobileye Class A shares), making Mentee an independent operating unit inside Mobileye. The company's MenteeBot humanoid is positioned as an AI-first general-purpose platform leveraging Mobileye's autonomous-vehicle perception heritage.

  • What happened to Cruise (GM's robotaxi service)?

    Cruise wound down its consumer robotaxi operations following an October 2023 pedestrian-dragging incident in San Francisco that produced a CPUC permit suspension and a NHTSA defect investigation. GM announced in December 2024 that it would restructure Cruise away from operating a robotaxi service and refocus the technology on driver-assistance for GM vehicles. As of mid-2026, Cruise no longer offers consumer robotaxi service in any market. Waymo is the verified-available robotaxi alternative.

  • What is Zoox and how does it compare to other robotaxi operators?

    Zoox is an Amazon-owned autonomous-vehicle company headquartered in Foster City, California. Unlike Waymo (retrofit Jaguar I-PACE) or Tesla Robotaxi (retrofit Model Y), Zoox is the only major US robotaxi operator deploying a purpose-built bidirectional vehicle with no steering wheel or driver position. Zoox launched a free public demo robotaxi service on the Las Vegas Strip and in San Francisco's SoMa neighborhood in 2025 and operates an employee shuttle program at its Foster City headquarters. Paid commercial service was planned for 2026 pending federal approval; current public rides remain free as of mid-2026.

  • What is Aurora and how does its autonomous trucking work?

    Aurora Innovation is a US autonomous-vehicle company exclusively focused on commercial Class 8 trucking. Aurora launched commercial driverless trucking service between Dallas and Houston in April 2024 with freight customers including Werner Enterprises, Hirschbach Motor Lines, and Schneider. The company was founded by Chris Urmson (Google self-driving alumni) with Sterling Anderson and Drew Bagnell; it is a publicly-traded NASDAQ company following a 2021 SPAC merger.

  • What are the main Chinese robotaxi companies (Baidu Apollo Go, Pony AI, WeRide) and how do they compare to US operators?

    Three Chinese autonomous-vehicle operators run commercial robotaxi services at substantially larger scale than US peers: Baidu Apollo Go (commercial robotaxi in Beijing, Wuhan, Chongqing, Shenzhen, and additional cities); Pony AI (commercial services in Guangzhou, Beijing, and Shenzhen; NYSE-listed November 2024); and WeRide (commercial fleet in China plus international deployments in Abu Dhabi and Singapore). The Chinese commercial AV cluster operates at higher trip volumes, lower per-ride pricing, and broader city coverage than US peers including Waymo.

  • Tesla Optimus vs Figure 03 vs 1X NEO: which humanoid should I actually buy?

    If you want to buy a humanoid robot in 2026, the answer depends on which tier of availability matches your need. 1X NEO is the only consumer-available option ($20,000 outright or $499/month subscription with six-month minimum, late-2026 US delivery). Figure 03 is enterprise-deployed only (Catalyst Brands pilot; no consumer commerce). Tesla Optimus is consumer-promised but not shipping (Musk's $20,000-$30,000 target is a forward claim, no order channel). The three products operate at three structurally distinct tiers.

  • Which humanoid robot makers are American, Chinese, or from other countries?

    The major American humanoid makers are Figure AI (Sunnyvale CA), Apptronik (Austin TX), Tesla (Palo Alto CA / Austin TX), Boston Dynamics (Waltham MA; Hyundai-owned), and Agility Robotics (Salem OR). The major Chinese makers are Unitree Robotics (Hangzhou), AgiBot (Shanghai), UBTech (Shenzhen), Fourier Intelligence (Shanghai), XPeng Robotics (Guangzhou), and several others. 1X Technologies operates a Norwegian-American structure (Moss Norway HQ plus Hayward California factory). Mentee Robotics is Israeli (acquired by Mobileye January 2026). Sanctuary AI is Canadian (Vancouver).

  • Why are frontier AI labs (OpenAI, Google DeepMind, Meta) entering robotics in 2025-2026?

    The major frontier AI research labs are committing institutionally to robotics in 2025-2026 as a distinct industry cluster. OpenAI formally relaunched its robotics division in May 2026 after a 4-to-5-year hiatus. Google DeepMind operates the Gemini Robotics program as part of its broader model-to-embodiment research. Meta has expanded AI robotics work alongside its Reality Labs portfolio. The cluster is not about any one lab making a robot; it is about foundation-model research lines extending toward physical-world embodiment.

  • How does teleoperation differ across humanoid robot manufacturers?

    Every major humanoid manufacturer uses teleoperation in development and demonstration. The differential across the cohort is the disclosure layer, not the underlying practice. 1X is the most transparent (explicit teleop disclosure on the consumer commerce surface). Tesla operated framing-without-disclosure at We Robot 2024 (autonomy framing; subsequently confirmed teleoperated). Figure deploys with human-in-loop for exception handling at customer facilities. Apptronik has mixed disclosure across enterprise pilots. The framework treats the disclosure differential as the editorial finding.

  • What is Sanctuary AI and the Phoenix humanoid robot?

    Sanctuary AI is a Canadian humanoid robotics company headquartered in Vancouver, British Columbia, founded by Geordie Rose and Suzanne Gildert (both Kindred AI alumni). The company's Phoenix platform is a seventh-generation humanoid emphasizing a cognitive architecture that combines symbolic reasoning with neural learning, structurally distinct from the end-to-end foundation-model approach most US humanoid makers pursue. Sanctuary AI is privately held; not publicly traded.

  • What is UBTech Walker S2 and is UBTech a real humanoid company?

    UBTech Robotics is a publicly-traded Chinese humanoid manufacturer headquartered in Shenzhen, listed on the Hong Kong Stock Exchange. The Walker S2 is the company's industrial-focused humanoid platform deployed in factory pilots with BYD, Geely, Foxconn, and other manufacturing customers. UBTech is real, with verified commercial pilots; the company distinguishes itself from the US private humanoid cohort by being publicly listed with disclosed financial state.

  • Which humanoid robot manufacturers can I invest in?

    Direct equity exposure to humanoid manufacturers in 2026 is mostly limited to a small set of publicly-traded companies: UBTech Robotics (HKEX-listed Chinese maker), Tesla (NASDAQ; Optimus is one product), and Hyundai Motor Group (KRX; Boston Dynamics parent). The major US humanoid pure-plays (Figure AI, 1X Technologies, Apptronik, Agility Robotics, Sanctuary AI) are privately held and accessible only via venture-stage or accredited-investor channels. Mentee Robotics was acquired by Mobileye in January 2026. DEPLOY is not an investment advisor; this guide documents verification posture, not investment advice.

  • Which is safer, Waymo or Tesla Robotaxi?

    Waymo has the substantively stronger verified safety record in 2026: multi-year operational data across roughly 11 US metropolitan markets, published annual safety reports with per-million-miles accident-rate metrics, third-party actuarial validation (Swiss Re), and accident rates substantively below human-driver baselines for comparable urban environments. Tesla Robotaxi has a much shorter operational history (pilot launched June 2025 across 4 markets: Austin lead, Dallas, Houston, SF Bay Area), thinner published safety analysis, and operates an unrelated safety-data context from Tesla Autopilot. The comparison is asymmetric because the operational scales are asymmetric, not because Tesla Robotaxi has demonstrated safety problems at pilot scale.

  • Are robotaxis safe?

    Yes, on average, at the per-operator scales that have accumulated data. Waymo's published safety record shows a crash rate substantially below the human-driver baseline for comparable urban environments across tens of millions of autonomous miles. Tesla Robotaxi and Zoox operate at pilot scale with thinner public safety datasets but no fatal crashes verified. The fair conclusion per DEPLOY's framework: robotaxi safety is verifiable per-operator at the scales each has accumulated, with statistical confidence intervals tied to cumulative mileage.

  • Can humanoid robots cook?

    No consumer-deployed humanoid robot can cook autonomously in 2026. Demonstrations and research exist across the cohort; consumer-grade cooking capability is not verified at deployment scale. Purpose-built robotic kitchens (such as Moley Robotics, a non-humanoid installed kitchen) exist at the research-and-experimental tier near $300,000. For a general-purpose humanoid robot that can prepare meals autonomously in a customer's kitchen, the answer is years from verified consumer-deployment.

  • Can humanoid robots do laundry?

    Yes, with disclosure. 1X NEO is the verified-leader for consumer-deployment laundry capability in 2026: NEO performs laundry tasks (folding, sorting, light loading) in consumer homes with explicit Expert Mode teleoperation disclosure for complex tasks. Other cohort manufacturers (Tesla Optimus, Figure 03, Apptronik Apollo, Boston Dynamics Atlas, Unitree) demonstrate clothes-folding or related manipulation but do not consumer-deploy laundry capability. Laundry is the canonical example of how task capability varies dramatically across the humanoid cohort: 1X delivers verified consumer capability with teleop disclosure; others deliver demonstrations without consumer deployment.

  • What can humanoid robots actually do today?

    Humanoid robot capability in 2026 sorts into four verification tiers per DEPLOY's framework. Verified consumer-deployed: 1X NEO performs laundry, organizing, and light manipulation in customer homes with explicit teleop disclosure. Verified enterprise-deployed: Figure 03, Apptronik Apollo, Agility Digit, and UBTech Walker S2 perform manufacturing and logistics tasks at Fortune-500 customer facilities. Research and demonstration: Boston Dynamics Atlas, Tesla Optimus, and Unitree platforms show capability footage but do not deploy. Claimed future: cooking, autonomous home assistance, childcare, and general-purpose household work remain claimed across the cohort but not consumer-deployed.

  • How safe is Tesla Robotaxi?

    Tesla Robotaxi's Austin pilot launched in June 2025 and has accumulated roughly 12 months of operational history as of mid-2026, with subsequent expansion to Dallas, Houston, and SF Bay Area for a 4-market pilot footprint. The published per-mile safety statistics are thinner than Waymo's multi-year operational baseline; no fatal Tesla Robotaxi crashes have been verified at the pilot scope. The honest framing is asymmetric data: Tesla Robotaxi's safety record is verifiable at the pilot scale that exists, but the depth is not yet at the level of Waymo's published annual safety reports with third-party actuarial validation. Pilot-stage data is not the same as commercial-scale data.

  • What is Tesla's fatality rate, and which Tesla product are you asking about?

    Asking about 'Tesla's fatality rate' requires first naming which Tesla product. Tesla Autopilot (consumer ADAS bundled with vehicles since 2015) has substantial NHTSA-tracked incident history including hundreds of reported fatalities under the Standing General Order framework. Tesla Full Self-Driving (FSD; supervised) is a distinct product with less aggregated public data. Tesla Robotaxi (4-market pilot: Austin lead from June 2025, plus Dallas, Houston, SF Bay Area) is supervised remote-operations with no fatal crashes at pilot scope. Tesla Optimus is a humanoid robot; vehicle fatality framework does not apply. The product disambiguation is the central editorial question.

  • What does Waymo's 2025-2026 safety report show, and is Waymo safer than human drivers?

    Waymo publishes annual safety reports with per-million-miles accident-rate metrics, third-party Swiss Re actuarial validation, and direct comparison to human-driver baselines for comparable urban environments. The 2025-2026 reporting cohort shows substantively lower police-reported crash rates and injury-causing crash rates per million miles than human drivers in comparable contexts. The honest framing is favorable to Waymo but methodologically complex: urban versus suburban operating contexts, sample sizes, and reporting-standard differences between Waymo and human-driver-baseline studies all shape the comparison.

  • What is Agility Robotics and the Digit humanoid robot?

    Agility Robotics is a US humanoid robotics company headquartered in Albany, Oregon, with humanoid R&D heritage tracing through the Cassie research platform that preceded Digit. The Digit humanoid is the company's commercial warehouse and logistics platform, deployed in pilots at GXO Logistics (the 100,000-tote scaled-throughput anchor), Amazon Spanx Tennessee, Schaeffler, and other industrial customers. Agility is privately held, with Amazon as a strategic investor and a manufacturing facility (RoboFab) in Salem, Oregon.

  • Can you buy a Tesla Robotaxi?

    No. Tesla Robotaxi is a ride-hailing service, not a vehicle you can purchase. The service operates in an Austin pilot with consumer pricing at $3 base plus $1.40 per mile, booked through the Tesla app. The vehicle Tesla has shown for consumer purchase in the autonomous-vehicle category is the Cybercab, which has not entered production. Tesla Model Y, Model S, Model 3, and Cybertruck are Tesla's current consumer vehicles, with Autopilot driver-assist available; none of them are Robotaxi-class autonomous vehicles you can buy.

  • What's the difference between a humanoid robot and an industrial robot?

    Humanoid robots are bipedal robots with arms, hands, and roughly human-like proportions designed to operate in human environments and perform general-purpose tasks (Tesla Optimus, 1X NEO, Figure 03, Apptronik Apollo, Boston Dynamics Atlas, Unitree G1). Industrial robots are fixed-base manipulator arms designed for specific factory-automation tasks at high precision and reliability (FANUC, Universal Robots, KUKA, ABB). The categories share the word 'robot' but operate at substantively different scales (industrial robotics is a mature commercial category with hundreds of thousands of installed units; humanoid robotics is an emerging category with consumer-deployment at single-manufacturer scale).

  • What is physical AI?

    Physical AI refers to AI systems that operate in the physical world rather than purely in digital environments. The category spans autonomous vehicles, humanoid robots, autonomous mobile robots in warehouses, drones, and AI-augmented industrial automation. Physical AI differs from digital-only AI in that the system must perceive, decide, and act under physical-world constraints (sensor noise, latency, mechanical failure modes, regulatory frameworks). DEPLOY tracks physical AI across four subcategories with distinct verification frameworks per category.

  • When can you buy a Tesla Cybercab?

    Cannot buy as of mid-2026. Tesla Cybercab was unveiled at the October 10, 2024 We, Robot event with Musk-stated target price below $30,000 and a production target that has slipped repeatedly per subsequent earnings calls. As of mid-2026: not in production; no consumer order channel; no public reservation queue; no published delivery timeline beyond Musk-stated forward targets. Per DEPLOY's framework, Cybercab is the most-promised, least-verified Tesla physical AI product. Optimus has ~300-500 internal units, Robotaxi has 4 verified markets, Semi has verified shipper fleets; Cybercab has reveal-event demonstrations and Tesla statements only.

  • What is a foundation model for robotics?

    A foundation model for robotics extends the large-language-model paradigm to physical-action prediction. Trained on robot demonstrations rather than internet text alone, these models output action sequences (motor commands, manipulator trajectories) rather than text tokens. The category is dominated by vision-language-action (VLA) architectures that take camera images plus optional language instructions as input and produce action tokens as output. Companies building these models constitute the brain-provider tier of the robotics value chain, distinct from the humanoid OEM tier that builds the physical platforms the models run on.

  • What is Skild AI and the Skild Brain foundation model?

    Skild AI is a US foundation-model-for-robotics company headquartered in Pittsburgh, Pennsylvania, founded by Deepak Pathak and Abhinav Gupta (both Carnegie Mellon University robotics-research alumni). The company's Skild Brain product is a vision-language-action (VLA) foundation model architected around a cross-platform general-purpose thesis: a single model trained to operate across multiple robot platforms rather than platform-specific brains. Skild has raised substantial 2024-2025 funding rounds; the company is privately held and represents a distinctive position in the brain-provider tier of the robotics value chain.

  • Which companies build foundation models for robotics, and how do they compare?

    The brain-provider tier of robotics in 2026 includes several distinct strategic theses. Skild AI pursues cross-platform general-purpose brain deployment. Physical Intelligence (Pi-0; Pi-0.5) emphasizes transformer-based VLA research publications. Covariant specializes in warehouse-automation foundation models. Google DeepMind operates Gemini Robotics and RT-2 across AV and humanoid research. OpenAI Robotics relaunched in May 2026 after a 2021 hiatus. NVIDIA Project GR00T pursues cross-platform humanoid integration aligned with NVIDIA's broader stack. Meta operates research-publication-emphasizing work via FAIR and Reality Labs. The cohort is at research-and-demonstration verification depth; commercial-scale deployment lags behind humanoid OEM commercial deployment substantially.

  • What's the difference between robotics brain providers and robot makers?

    Robotics value chain operates across three structural tiers. Brain-provider tier companies (Skild AI, Physical Intelligence, Covariant, Google DeepMind, OpenAI Robotics, NVIDIA Project GR00T) build foundation models for robotics without making hardware. OEM-platform tier companies (Figure AI, Apptronik, 1X Technologies, Tesla, Agility Robotics, Boston Dynamics, Unitree, UBTech) build robot hardware platforms with integrated brains. Deployment tier represents real-world operation at customer facilities (BMW Spartanburg, GXO Flowery Branch, Mercedes-Benz pilots). The three tiers operate complementarily; understanding which tier a company occupies is essential for evaluating its competitive position and verification posture.

  • Is the Tesla Semi autonomous?

    No. The Tesla Semi is a human-driven battery-electric Class 8 truck. It is real and shipping (PepsiCo has run a multi-site fleet since December 2022), but every deployed unit has a human driver behind the wheel. Tesla removed Full Self-Driving references from Semi marketing; any autonomous capability is a roadmap claim, not a shipped feature.

Current leadership (3)

Founders (4)

Board (2)

Former / Previously (13)

  • Milan Kovac Head of Optimus (former)secondary-verified
  • Chris Walti Lead, mobile robotics / Optimus (former)secondary-verified
  • Adnan Esmail Hardware Technologiessecondary-verified
  • Natalie Wiegand Executive search (early)secondary-verified
  • Mark Schwager Nevada Gigafactory / Fremont opssecondary-verified
  • Martin Eberhard Co-founder & first CEO (2003-2007)secondary-verified
  • JB Straubel Co-founder & CTO (2004-2019)secondary-verified
  • Sterling Anderson Head of Autopilotsecondary-verified
  • Dar Sleeper Product Manager (Cybertruck)secondary-verified
  • Jorge Milburn Global Head of Growthsecondary-verified
  • Jay Li Technical Lead, Optimus Humanoid Robot Program2022 to 2024reported, not verified
  • Shuo Yang Staff Control Engineer (Tesla Optimus)2022 to 2025reported, not verified
  • George Kalligeros Mechanical Design Engineer2013 to 2016reported, not verified

Safety record

8 recalls and 25 incidents on record (4 catastrophic, 5 critical, 11 serious, 4 moderate, 3 minor). Most recent: Jul 2026.

catastrophic
4
critical
5
serious
11
moderate
4
minor
3
Severity not classified
6
regulatory action
10
recall
8
fatality
6
injury
5
collision
3
property damage
1

Most recent: Jul 2026

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Incidents affecting Tesla (33)

Includes incidents linked directly to this company, to its models, or to deployments of its models or under its operation. Retracted incidents are excluded from this view but remain reachable at their canonical URLs.

Operated deployments (7)

Operator customers (5)

Brains developed (1)

Recent coverage

Tesla in third-party press

Peer companies