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
6
Patents
6

Verified profile

  • 17

    Sources on record

  • 1

    Tracked changes

  • Updated 1 month ago

    Last verified change

How we verify →

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
6 deployments on file
Active incidents
24 incidents on file

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

Models (4)

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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.

truckView model →

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.

avView model →

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).

avView model →

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.

humanoidView model →

Relationships

TTeslaCustomerAArcBestCustomerDDHL Supply ChainCustomerPPepsiCoCustomerWWalmartCustomer

Current leadership (3)

Founders (4)

Board (2)

Former / Previously (11)

  • Milan Kovac Head of Optimus (former)secondary-verified
  • Chris Walti Lead, mobile robotics / Optimus (former)secondary-verified
  • Adnan Esmail Hardware Technologiessecondary-verified
  • Sterling Anderson Head of Autopilotsecondary-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
  • Natalie Wiegand Executive search (early)secondary-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

Safety record

8 recalls and 16 incidents on record (4 catastrophic, 4 critical, 8 serious, 2 moderate). Most recent: Jul 2026.

catastrophic
4
critical
4
serious
8
moderate
2
Severity not classified
6
recall
8
fatality
6
regulatory action
6
collision
2
injury
2

Most recent: Jul 2026

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

Incidents affecting Tesla (24)

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 (6)

Operator customers (5)

Brains developed (1)

Recent coverage

Tesla in third-party press

Are Humanoid Robots Ready to Be Deployed?

Jul 6, 2026

Podcast: Tesla Model YL, Q2 deliveries, BMW iX5, and more

Jul 3, 2026

UK EV registrations hit 30% share in June as Tesla rebounds 42%

Jul 3, 2026

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