{"id":"0ad1b6f8-1b4a-43d9-9838-98f3279a49ac","companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","modelName":"Tesla Optimus","slug":"tesla-optimus","description":"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.","formFactor":"humanoid","industryVertical":null,"environment":null,"maturityStage":"research","lifecycleState":"active","supersededByModelId":null,"specs":{"dof":"28 body DOF plus 11 per hand (Gen 2)","hands":"11-DOF cable-driven hands with fingertip tactile sensing (Gen 2)","notes":[{"label":"Concept announced","value":"Tesla AI Day, August 2021 (concept only, no hardware; represented by a person in a suit)."},{"label":"First prototypes","value":"Tesla AI Day, September 30, 2022: the Bumble-C prototype walked untethered; a sleeker Optimus unit using Tesla components was shown but could not yet walk unaided."},{"label":"Optimus Gen 2","value":"December 2023: Tesla-designed actuators and sensors, about 30 percent faster walking, roughly 10 kg lighter, 11-DOF hands with fingertip tactile sensing, a 2-DOF actuated neck, and balance/squat demos. This is the primary demonstrated-hardware artifact."},{"label":"We Robot demo (teleoperation)","value":"October 10, 2024: Optimus units appeared to converse and serve drinks; Bloomberg and TechCrunch reported the interactions were human-teleoperated, with only walking AI-driven. Tesla did not disclose the remote assistance beforehand."},{"label":"Factory work: claimed vs admitted","value":"Tesla claimed internal factory testing (2024 to 2025). On the Q4 2025 earnings call (January 2026), Elon Musk acknowledged Optimus is not in material use in Tesla factories and remains in the research-and-development phase."},{"label":"V3 / production design","value":"The production-design V3 reveal slipped repeatedly (to mid-2026 as of the April 2026 call); Musk declined a 2026 volume target. An earlier claim of about 5,000 units in 2025 was reportedly missed (a few hundred built)."},{"label":"External commercial sale","value":"No verified external commercial sale as of mid-2026. Tesla's stated goal is for Optimus to be useful outside Tesla around 2027."},{"label":"Price (claimed)","value":"Musk projects roughly $20,000 to $30,000 at scale (sub-$20,000 only above 1 million units per year). A projection, not a realized price."},{"label":"Supply constraint","value":"On the Q1 2025 call, Musk attributed Optimus production impact to China's rare-earth magnet export restrictions."},{"label":"Leadership","value":"Optimus program VP Milan Kovac departed June 2025; Ashok Elluswamy (Autopilot/AI) took over leadership."},{"label":"AI stack","value":"Shares perception and compute approach with Tesla Full Self-Driving (registry brain: tesla-fsd-bot)."}],"height":"approx 5 ft 8 in (173 cm)","weight":"approx 57 to 73 kg depending on generation; Gen 2 reduced about 10 kg vs Gen 1","battery":"2.3 kWh, 52 V (Gen 1 published spec)","compute":"Tesla FSD computer; neural networks trained on Tesla's AI infrastructure; perception/compute approach shared with Tesla Full Self-Driving","actuators":"6 Tesla-designed actuator types (3 rotary harmonic-drive, 3 linear roller-screw)","ai_system":"Tesla FSD computer; neural networks trained on Tesla's AI infrastructure; perception/compute approach shared with Tesla Full Self-Driving","height_cm":"173","weight_kg":"57 to 73","formFactor":"humanoid (general-purpose bipedal)","payload_kg":20,"battery_kwh":"2.3","degreesOfFreedom":"approx 28 body DOF plus 11 per hand (Gen 2); a 22-DOF hand is claimed for the V3 production design"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/we-robot","label":"Tesla — Optimus","title":"Tesla — Optimus","mediaType":"article","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","label":"Optimus (robot) — Wikipedia","title":"Optimus (robot) — Wikipedia","mediaType":"article","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","label":"Musk: zero Optimus doing useful work (Jan 2026); Fremont line conversion","title":"Musk: zero Optimus doing useful work (Jan 2026); Fremont line conversion","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://spectrum.ieee.org/tesla-optimus-robot","title":"For Better or Worse, Tesla Bot Is Exactly What We Expected (AI Day 2022 specs)","sourceName":"IEEE Spectrum"},{"url":"https://www.cnn.com/2022/09/30/business/tesla-bot-robot","title":"Tesla robot slowly walks on stage at AI Day (Sept 30, 2022)","sourceName":"CNN Business"},{"url":"https://insideevs.com/news/613692/tesla-humanoid-robot-ai-day-2022/","title":"Tesla humanoid robot prototype walks onto the stage at AI Day 2022","sourceName":"InsideEVs"},{"url":"https://www.youtube.com/watch?v=cpraXaw7dyc","title":"Optimus - Gen 2 (official Tesla reveal, Dec 2023)","sourceName":"Tesla (official)"},{"url":"https://electrek.co/2023/12/12/tesla-unveils-optimus-gen-2-next-generation-humanoid-robot/","title":"Tesla unveils Optimus Gen 2: next-generation humanoid robot","sourceName":"Electrek"},{"url":"https://spectrum.ieee.org/robotics-experts-tesla-bot-optimus","title":"What Robotics Experts Think of Tesla's Optimus Robot (tech-stack breakdown)","sourceName":"IEEE Spectrum"},{"url":"https://www.sec.gov/Archives/edgar/data/0001318605/000110465925101876/tm252289d41_defa14a.htm","title":"Tesla DEFA14A (FY2025 proxy filing; Optimus production framing)","sourceName":"SEC EDGAR (Tesla filing)"},{"url":"https://www.bloomberg.com/news/articles/2024-10-14/tesla-s-optimus-robots-were-remotely-operated-at-cybercab-event","title":"Tesla's Optimus robots were remotely operated at Cybercab event (We Robot teleoperation)","sourceName":"Bloomberg"},{"url":"https://techcrunch.com/2024/10/14/tesla-optimus-bots-were-controlled-by-humans-during-the-we-robot-event/","title":"Tesla Optimus bots were controlled by humans during the We Robot event","sourceName":"TechCrunch"},{"url":"https://fortune.com/2024/10/13/elon-musk-tesla-optimus-robot-tele-operated-robotaxi/","title":"Optimus stole the show at the robotaxi unveil, but the AI was teleoperated","sourceName":"Fortune"},{"url":"https://electrek.co/2026/01/28/musk-admits-no-optimus-robots-are-doing-useful-work-at-tesla-after-claiming-otherwise/","title":"Musk admits no Optimus robots are doing useful work at Tesla (Q4 2025 call, Jan 2026)","sourceName":"Electrek"},{"url":"https://www.cnbc.com/2025/04/23/teslas-optimus-hit-by-chinas-rare-earth-restrictions-says-musk.html","title":"Tesla's Optimus hit by China's rare-earth restrictions, says Musk (Q1 2025 call)","sourceName":"CNBC"},{"url":"https://fortune.com/2025/06/09/milan-kovac-tesla-optimus/","title":"Milan Kovac, head of Tesla's Optimus program, is leaving (June 2025)","sourceName":"Fortune"},{"url":"https://www.cnbc.com/2025/06/06/tesla-optimus-robotics-vp-is-leaving-the-company.html","title":"Tesla Optimus robotics VP Milan Kovac is leaving the company","sourceName":"CNBC"}],"aliases":["Optimus","Tesla Bot"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"keyFacts":[{"label":"Height","value":"approx 5 ft 8 in (173 cm)"},{"label":"Weight","value":"approx 57 to 73 kg depending on generation"},{"label":"DOF","value":"approx 28 body DOF plus 11 per hand (Gen 2)"},{"label":"Price (projected target)","value":"Musk projects roughly $20,000 to $30,000 at scale: a manufacturer target, not a sold or executable price."},{"label":"Battery","value":"2.3 kWh, 52 V (Gen 1 published spec)"},{"label":"Availability","value":"Not for sale. Research and development stage; Tesla targets future production at scale, no preorder available."},{"label":"Pricing model","value":"Projected one-time purchase at scale (not currently available)"},{"label":"Optimus 4 production","value":"Will be built in Austin with vertically integrated supply chain (in-house PCB work)"},{"label":"AI software","value":"Same end-to-end FSD team (V12-V15) now developing Optimus control software"},{"label":"2026 production target","value":"50,000-100,000 units (company-reported)"},{"label":"Fremont capacity","value":"Up to 1M units/year at full build-out, ~40 sub-lines"},{"label":"Production status","value":"As of July 20, no verified production units disclosed. Q1 guidance: late July/August start."},{"label":"Giga Texas facility","value":"Under construction, targeting 10M units/year, online 2027"},{"label":"Volume production timeline","value":"SLIPPED — 'volume production' language removed from Q2 2026 shareholder letter. Musk cautioned about manufacturing challenges."},{"label":"Q2 2026 financials","value":"Net income $1.1B (-5% YoY), operating income $398M (-57% YoY)"},{"label":"We, Robot VVC","value":"Oct 2024 demo: claimed autonomous interaction, verified teleoperated — marquee demo-vs-reality gap in humanoid robotics"},{"label":"Teleoperation confirmed","value":"Bloomberg (Oct 14, 2024) + Morgan Stanley Adam Jonas — 'relied on tele-ops (human intervention)'"},{"label":"MKBHD assessment","value":"'Either the greatest robotics demo ever, or MOSTLY remote operated by a human' — Oct 12, 2024"},{"label":"Musk admission","value":"Acknowledged teleoperation in 2025 earnings call — full autonomy not yet achieved at demo time"},{"label":"Earnings call focus","value":"Musk spent ~10%+ of Tesla earnings call time on Optimus in past year (up from ~2% in 2022), peaking at nearly 1/3 on Q3 2025 call (TechCrunch/Hudson Labs analysis, Aug 2026)"},{"label":"JPMorgan intel (Aug 2026)","value":"SoP in coming months, commercial sales expected 2H27. Gen 3 design finalized, supply chain locked. Production line at former Model S/X line site in Fremont. Gen 3 unveil timed closer to SoP."},{"label":"Optimus Academy","value":"Phase 1 (H2 2026): robots deployed for data accumulation via real-world interaction"},"BOM cost (current low vol)=$41,000-$61,000 hardware; $50K-$100K with R&D amortization","BOM cost target (1M+ units/yr)=$10,000-$17,500","Consumer price target=$20,000-$30,000 (Musk Davos Jan 2026)","BOM: Actuators (50+ units)=$18,000-$25,000 (35% of cost) — largest cost driver, 70-80% reduction at scale","BOM: AI5 Chip=$8,000-$12,000 — Terafab launched Mar 2026 for in-house fabrication","BOM: Battery Pack=$4,000-$6,000 (2.3 kWh) — benefits from Tesla 4680 cell cost curve","BOM: Sensors & Cameras=$3,000-$5,000 — vision-first, no LiDAR (Tesla camera-only philosophy)","BOM: Structural Frame=$5,000-$8,000 — aluminum + composites, giga-casting potential","BOM: Assembly Labor & Test=$3,000-$5,000","BOM: Reducers=15% of cost, Lead screws=18%, Motors=12%, Sensors+other=20% (per Tesla 2025 disclosure)","Morgan Stanley Gen 2 BOM=~$46,000 with China components; ~$131,000 without China components","Actuator count=~28 (rotary + linear); Gen 3 hands alone have 50 actuators (25 per hand/forearm)","China supply chain=60-70% of components; impossible to reach <$20K without Chinese parts","Rare earth risk=China Apr 2025 export controls on neodymium/dysprosium disrupted Optimus production (confirmed by Musk)","Production target=50,000-150,000 units in 2026; 50M units by 2030","Current fleet status=Musk Jan 2026: \"not in usage in our factories in a material way\""],"createdAt":"2026-05-25T17:24:19.960Z","updatedAt":"2026-08-20T03:42:17.699Z","unitsInFieldClaimed":1000,"unitsInFieldVerified":null,"unitsManufacturedClaimed":1000,"unitsManufacturedVerified":null,"unitsAsOf":"2026-07-08T00:00:00.000Z","unitsSource":[{"url":"https://newmarketpitch.com/blogs/news/humanoid-robotics-optimus-deployment-tracker","label":"Tesla has not disclosed how many Optimus units exist but acknowledged only hundreds were built in 2025"},{"url":"https://blog.robozaps.com/b/tesla-model-s-optimus-robot-factory-conversion","label":"Tesla Optimus has 1,000+ units deployed, but exclusively inside Tesla's own factories"},{"url":"https://www.instagram.com/p/DQzxI7rk00B/","label":"a much larger Gen 3 production line is already planned for 2026"}],"salesModel":"not_sold","priceUndisclosedSince":null,"autonomyClass":"mixed","autonomyStatement":"Yes — the laundry folding demo was confirmed by Tesla as autonomous, not teleoperated. Optimus folded a black t-shirt using single-arm manipulation","autonomyStatementSource":{"url":"https://optimusk.blog/blog/tesla-optimus-demos-real-world/","date":"2025-01"},"demoForensics":{"notes":"Tesla Optimus has the most complex demo honesty profile of any humanoid. The October 2024 \"We, Robot\" event Optimus bots interacting with attendees were confirmed by Bloomberg as remotely operated (https://www.bloomberg.com/news/articles/2024-10-14/tesla-s-optimus-robots-were-remotely-operated-at-cybercab-event). Tesla later confirmed the January 2025 laundry-folding demo was autonomous. The Gen 3 walking videos (2026) appear autonomous but Tesla has not deployed Optimus in any verified commercial work setting — all demonstrations are staged/lab environments. Musk claims 10,000 robots by end of 2025 and mass production in 2026, but no customer deployment exists. The gap between \"folds laundry autonomously in a lab\" and \"works in a factory\" remains unbridged as of July 2026.","videoUrl":"https://www.youtube.com/watch?v=gyURDZB7imo","singleTake":"no","environment":"staged","speedAltered":"unclear","autonomyClaimed":"yes","autonomyCorroborated":"partial"},"exportControlClass":null,"minCommitment":null,"warrantyTerms":null,"serviceModel":null,"productionRateClaimed":null,"productionRateEvidenced":null,"teleopRatioDisclosed":null,"interventionRateDisclosed":null,"jsonLd":{"@context":"https://schema.org","@type":"Product","@id":"https://registry.deploy.report/models/tesla-optimus","url":"https://registry.deploy.report/models/tesla-optimus","name":"Tesla Optimus","alternateName":["Optimus","Tesla Bot"],"description":"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.","identifier":"0ad1b6f8-1b4a-43d9-9838-98f3279a49ac","category":"humanoid","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":"research","lifecycle_state":"active","architectural_position":{"cohort":"humanoid","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":17,"primary_source_types":["knowledge-base","primary-company-ir","primary-sec-filing","secondary-established-publication","secondary-industry-publication"]}}}