{"id":"8cdd2794-c839-497d-8f11-d798bb1f0d8f","modelId":"0ad1b6f8-1b4a-43d9-9838-98f3279a49ac","versionId":null,"locationId":"92e43c6d-99fa-498d-9470-e327fac7976d","operatorId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","ownerId":null,"slug":"tesla-optimus-fremont","status":"pilot","firstSeen":"2024-09-01T00:00:00.000Z","statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"unitsOnSite":null,"tasksPerformed":["manipulation"],"shiftStructure":null,"hoursPerDay":8,"siteType":"factory","operatorConfirmed":true,"humanSupervisionOnsite":null,"locationPrecisionTier":"verified_coordinates","deploymentScale":"small_2_10","siteEnvironment":"mixed","operatorType":"maker_operated","sourceQualityTier":2,"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/AI","label":"Tesla AI and Optimus page"},{"url":"https://www.youtube.com/watch?v=cpraXaw7dyc","label":"Tesla Optimus — Working at Tesla (official, September 2024)"},{"url":"https://www.sec.gov/Archives/edgar/data/0001318605/000162828026066738/exhibit9914.htm","label":"Tesla Q3 2026 Update (SEC 8-K Exhibit 99.1)","title":"Tesla Q3 2026 Update (SEC 8-K Exhibit 99.1)","mediaType":"article"}],"notes":"Tesla's Q3 2026 shareholder update (webcast October 21, 2026) says Optimus production began in Fremont on its high-volume lines, and that the bots coming off the line are the first production-quality bots it has manufactured. Tesla says it has proven the current manufacturing process for Optimus is suitable for a commercial product, while it will continue to iterate on the hardware and the process. The update's facilities table lists California Optimus as Early Ramp and Texas Optimus as Construction, with no capacity figures. These are Tesla's own statements; no external commercial sale of Optimus has been verified.","keyFacts":[],"reviewNote":null,"exposureHours":null,"deploymentMilesEstimate":null,"exposureBasis":null,"customerSegment":"manufacturing","scaleTier":"pilot_lt10","contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-06-11T01:30:52.812Z","updatedAt":"2026-10-22T01:27:31.583Z","model":{"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","title":"Tesla — Optimus","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","title":"Optimus (robot) — Wikipedia","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","title":"Musk: zero Optimus doing useful work (Jan 2026); Fremont line conversion","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"},{"url":"https://x.com/Tesla_App_iOS/status/2101086887020569051","title":"Tesla app 4.61.0 decompile: Optimus as home Energy site / charger IDs","sourceName":"Tesla_App_iOS (app decompile)"},{"url":"https://x.com/wholemars/status/2101098431016251665","title":"Optimus charger support flagged in Tesla app","sourceName":"Whole Mars"},{"url":"https://cnevpost.com/2026/09/21/tesla-audits-china-suppliers-optimus-mass-production/","title":"Tesla audits China suppliers for Optimus mass production (The Paper / industry sources)","sourceName":"CnEVPost","publishedAt":"2026-09-21"},{"url":"https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources","title":"Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources","sourceName":"South China Morning Post","publishedAt":"2026-09-18"},{"url":"https://news.cgtn.com/news/2026-09-23/Exclusive-Musk-envisions-humanoid-robot-boom-praises-China-s-appeal-1QFJCvyYS4g/p.html","title":"Exclusive: Musk envisions humanoid robot boom (CMG / CGTN)","sourceName":"CGTN","publishedAt":"2026-09-23"},{"url":"https://news.cctv.cn/2026/09/23/ARTIuu2ALwNki9IR96msr2Iy260923.shtml","title":"CCTV Finance exclusive interview with Elon Musk","sourceName":"CCTV Finance / CMG","publishedAt":"2026-09-23"},{"url":"https://www.notateslaapp.com/news/4725/tesla-app-leaks-new-optimus-gen-3-robot-design","title":"Tesla App Leaks New Optimus Gen 3 Robot Design","sourceName":"Not a Tesla App","publishedAt":"2026-09-23"},{"url":"https://x.com/NotATeslaApp/status/2102816952695816200","title":"Tesla App Leaks New Optimus Gen 3 Robot Design (X)","sourceName":"Not a Tesla App (@NotATeslaApp)","publishedAt":"2026-09-23"},{"url":"https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/","title":"Tesla ramps Optimus to hundreds a week, but the robots can't generalize","sourceName":"Electrek (citing The Information)","publishedAt":"2026-09-25"},{"url":"https://x.com/wallstengine/status/2103480907562996128","title":"wallstengine: Optimus production ~10x / The Information notes","sourceName":"X (@wallstengine)","publishedAt":"2026-09-25"},{"url":"https://www.theinformation.com/articles/teslas-optimus-hits-snags-hands-suppliers-scale-up-begins","title":"Tesla's Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins","sourceName":"The Information","publishedAt":"2026-09-27"},{"url":"https://x.com/theinformation/status/2104232104473014585","title":"The Information: Optimus production ~10x to several hundred/week; hands/suppliers bottleneck","sourceName":"X (@theinformation)","publishedAt":"2026-09-27"},{"url":"https://arstechnica.com/ai/2026/09/tesla-workers-balk-at-training-optimus-humanoid-robots-as-replacements/","title":"Tesla workers balk at training Optimus humanoid robots as replacements","sourceName":"Ars Technica","publishedAt":"2026-09-25"},{"url":"https://www.tesla.com/AI","title":"AI and Robotics","sourceName":"Tesla"},{"url":"https://ir.tesla.com/_flysystem/s3/sec/000162828026049213/tsla-20260722-gen.pdf","title":"Q2 2026 Update","sourceName":"Tesla"},{"url":"https://x.com/elonmusk/status/2105747471045370250","title":"Elon Musk: AI5 72GB LP5 / AI6 144GB LP6 RAM cut for Optimus volume/cost","sourceName":"X (@elonmusk)","publishedAt":"2026-10-01"},{"url":"https://x.com/wholemars/status/2105748622298190225","title":"Whole Mars Catalog amplify of Tesla AI5/AI6 RAM cut","sourceName":"X (@wholemars)","publishedAt":"2026-10-01"},{"url":"https://www.humanoidsdaily.com/news/tesla-optimus-texas-plant-steel-40-percent","title":"Tesla Optimus Plant Takes Shape in Texas, With Steel Structure Estimated at 40%","sourceName":"Humanoids Daily","publishedAt":"2026-10-03"},{"url":"https://www.instagram.com/p/DeCf0-3GskN/","title":"AI5/AI6 RAM cut for Optimus volume (NotATeslaApp Instagram, citing Musk Oct 1)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-03"},{"url":"https://www.driveteslacanada.ca/news/tesla-cybercab-paris-motor-show-2026/","title":"Tesla Bringing Cybercab and FSD Test Drives to Paris Motor Show","sourceName":"Drive Tesla Canada","publishedAt":"2026-10-07"},{"url":"https://www.tesla-mag.com/mondial-auto-2026-tesla-essai-fsd-cybercab/","title":"Mondial de l'Auto 2026: Tesla FSD trials, Cybercab and Optimus on stand","sourceName":"Tesla Mag","publishedAt":"2026-10-07"},{"url":"https://www.cybercab.news/article/paris-motor-show-cybercab-oct6","title":"Bonjour, Cybercab: Tesla's Driverless Two-Seater Is Headed to the Paris Motor Show","sourceName":"CyberCab.News","publishedAt":"2026-10-06"},{"url":"https://x.com/Ideallady5/status/2109376577268052218","title":"Cybercab and Optimus at Paris Motor Show","sourceName":"X/@Ideallady5","publishedAt":"2026-10-11"},{"url":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm","title":"Tesla Q3 2026 Update (Form 8-K Exhibit 99.1)","sourceName":"Tesla via SEC EDGAR","publishedAt":"2026-10-21"},{"url":"https://stockanalysis.com/stocks/tsla/transcripts/712902-q3-2026/","title":"Tesla Q3 2026 Earnings Call Transcript","sourceName":"Tesla earnings call (Quartr transcript)","publishedAt":"2026-10-21"},{"url":"https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/","title":"Tesla starts Optimus robot production in California as profit falls 43%","sourceName":"TechCrunch","publishedAt":"2026-10-21"},{"url":"https://www.instagram.com/p/DezN9niG2wW/","title":"Tesla officially begins Optimus robot production (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-22"},{"url":"https://www.notateslaapp.com/news/4867/tesla-q3-2026-earnings-call-recap-everything-you-need-to-know","title":"Tesla Q3 2026 Earnings Call Recap: Everything You Need to Know","sourceName":"Not a Tesla App","publishedAt":"2026-10-22"}],"aliases":["Optimus","Tesla Bot"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"keyFacts":[{"label":"Size","value":"About 5 ft 8 in (173 cm) and 57-73 kg by generation; 28 body degrees of freedom plus 11 per hand (Gen 2)."},{"label":"Battery (Gen 1 spec)","value":"2.3 kWh at 52 V."},{"label":"Price (company-projected)","value":"Musk projects $20,000-30,000 at scale. Not for sale, with no preorders."},{"label":"Purpose (company-stated)","value":"A general-purpose bipedal humanoid for unsafe, repetitive or boring tasks."},{"label":"AI software","value":"Built by the same end-to-end FSD team (V12-V15), covering balance, navigation, perception and interaction."},{"label":"Production targets (company-reported)","value":"50,000-100,000 units in 2026; Fremont lines of up to 1M a year at full build-out across about 40 sub-lines."},{"label":"Production status (Q2 2026)","value":"First production lines were being installed, with initial builds for training-data collection; 'volume production' wording was dropped from the Q2 letter."},{"label":"Weekly output (reported, Sep 2026)","value":"From a few dozen a week in Q2 2026 to several hundred by August on the former Model S/X line, aiming for 1,000+ a week by year-end, per The Information."},{"label":"Training data (reported, Sep 2026)","value":"Workers resisted motion-capture suits, fearing they were training their replacements, so Tesla moved data collection to dedicated teams."},{"label":"Giga Texas plant (reported, Oct 2026)","value":"About 40% of the steel frame was up by Oct 2026 for a plant targeting 10M units a year, with limited output from late 2027, per drone observer Joe Tegtmeyer."},{"label":"Optimus 4","value":"To be built in Austin with a vertically integrated supply chain, including in-house PCB work."},{"label":"Commercial timeline (reported, Aug 2026)","value":"JPMorgan expects production to start within months and commercial sales in H2 2027, with the Gen 3 design finalized."},{"label":"Optimus Academy","value":"Phase 1 (H2 2026) deploys robots to gather real-world interaction data."},{"label":"We, Robot demo (reported, Oct 2024)","value":"The robots appeared autonomous but were remotely operated, per Bloomberg and Morgan Stanley; Musk acknowledged it on a 2025 earnings call."},{"label":"Supplier audits (reported, Sep 2026)","value":"Tesla was auditing Tuopu, Joyson Electronics and Sanhua for mass-production supply of joint modules and actuators. Not confirmed by Tesla."},{"label":"Earnings call attention (reported, Aug 2026)","value":"Musk spent nearly a third of the Q3 2025 earnings call on Optimus, up from about 2% in 2022, per TechCrunch."},{"label":"AI5 and AI6 memory cut (claimed, Oct 2026)","value":"Musk said Tesla halved AI5 RAM to 72GB and cut AI6 to 144GB to secure chip volume for Optimus, keeping memory bandwidth the same."},{"label":"Paris Motor Show exhibit (reported, Oct 2026)","value":"Mondial de l'Auto organizers list Optimus Gen 2 on Tesla's Paris stand (Hall 7.1, C25) Oct 12-18 alongside a US-fleet Cybercab. Static exhibit."}],"createdAt":"2026-05-25T17:24:19.960Z","updatedAt":"2026-10-23T14:53:38.533Z","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,"company":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"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](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: 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](/brains/tesla-fsd-bot). 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](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (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.\n\nOptimus: 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](/people/elon-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.\n\nCybercab: 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.\n\nTesla'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.","status":"public","founded":2003,"hq":"Austin, Texas, USA","hqLat":30.2711286,"hqLng":-97.7436995,"hqGeocodedAt":"2026-08-05T14:51:18.270Z","hqAddress":null,"hqPrecision":null,"website":"tesla.com","fundingTotal":null,"type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":73,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.tesla.com/we-robot","title":"Tesla — Optimus","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","title":"Optimus (robot) — Wikipedia","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","sourceName":"Electrek","publishedAt":"2026-04-18"},{"url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"},{"url":"https://x.com/Tesla_App_iOS/status/2101086887020569051","title":"Tesla app 4.61.0 decompile: Optimus as home Energy site / charger IDs","sourceName":"Tesla_App_iOS (app decompile)"},{"url":"https://x.com/wholemars/status/2101098431016251665","title":"Optimus charger support flagged in Tesla app","sourceName":"Whole Mars"},{"url":"https://www.instagram.com/p/DdcBwV3GfaV/","title":"Tesla says FSD cut collisions 40% in Australia and New Zealand","sourceName":"Instagram (Tesla / via Deploy.Report digest)","publishedAt":"2026-09-18"},{"url":"https://cnevpost.com/2026/09/21/tesla-audits-china-suppliers-optimus-mass-production/","title":"Tesla audits China suppliers for Optimus mass production (The Paper / industry sources)","sourceName":"CnEVPost","publishedAt":"2026-09-21"},{"url":"https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources","title":"Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources","sourceName":"South China Morning Post","publishedAt":"2026-09-18"},{"url":"https://news.cgtn.com/news/2026-09-23/Exclusive-Musk-envisions-humanoid-robot-boom-praises-China-s-appeal-1QFJCvyYS4g/p.html","title":"Exclusive: Musk envisions humanoid robot boom (CMG / CGTN)","sourceName":"CGTN","publishedAt":"2026-09-23"},{"url":"https://news.cctv.cn/2026/09/23/ARTIuu2ALwNki9IR96msr2Iy260923.shtml","title":"CCTV Finance exclusive interview with Elon Musk","sourceName":"CCTV Finance / CMG","publishedAt":"2026-09-23"},{"url":"https://electrek.co/2026/09/22/tesla-fsd-v14-3-9-false-camera-service-alerts/","title":"Tesla Full Self-Driving bug falsely flags dirty cameras, demands service","sourceName":"Electrek","publishedAt":"2026-09-22"},{"url":"https://www.notateslaapp.com/news/4716/tesla-fsd-v1439-triggers-false-camera-service-alerts","title":"Tesla FSD V14.3.9 Triggers False Camera Service Alerts","sourceName":"Not a Tesla App","publishedAt":"2026-09-21"},{"url":"https://www.notateslaapp.com/news/4725/tesla-app-leaks-new-optimus-gen-3-robot-design","title":"Tesla App Leaks New Optimus Gen 3 Robot Design","sourceName":"Not a Tesla App","publishedAt":"2026-09-23"},{"url":"https://x.com/NotATeslaApp/status/2102816952695816200","title":"Tesla App Leaks New Optimus Gen 3 Robot Design (X)","sourceName":"Not a Tesla App (@NotATeslaApp)","publishedAt":"2026-09-23"},{"url":"https://x.com/Tesla_App_iOS/status/2103112875971621058","title":"Robotaxi app 26.8.2 decompile: Stop Now latch, cloud/LTE door unlock, referral UI, X Money","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://x.com/Tesla_App_iOS/status/2103110415714504915","title":"Upcoming X Money payment for Robotaxi rides (app-analysis claim)","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://www.irishexaminer.com/business/companies/arid-41914648.html","title":"Tesla hits 15,000 vehicle milestone in Ireland and 'working with authorities' on self-driving approval","sourceName":"Irish Examiner","publishedAt":"2026-09-23"},{"url":"https://x.com/SawyerMerritt/status/2103129062919057715","title":"Tesla working with authorities in Ireland; Czech Republic 7th EU FSD market (quoting Tesla)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-24"},{"url":"https://www.just-auto.com/news/czech-republic-approval-tesla-fsd-system/","title":"Czech Republic grants provisional approval to Tesla's FSD system","sourceName":"just-auto","publishedAt":"2026-09-22"},{"url":"https://www.engadget.com/2264292/tesla-will-soon-roll-out-fsd-supervised-in-the-czech-republic/","title":"Tesla will soon roll out FSD Supervised in the Czech Republic","sourceName":"Engadget","publishedAt":"2026-09-21"},{"url":"https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/","title":"Tesla ramps Optimus to hundreds a week, but the robots can't generalize","sourceName":"Electrek (citing The Information)","publishedAt":"2026-09-25"},{"url":"https://x.com/wallstengine/status/2103480907562996128","title":"wallstengine: Optimus production ~10x / The Information notes","sourceName":"X (@wallstengine)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103565050623795441","title":"Sawyer Merritt: Texas DMV Cybercab registrations to date = 88 (+19)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://x.com/wholemars/status/2103591098908295541","title":"wholemars: 126 Cybercabs registered in Texas (Texas DMV)","sourceName":"X (@wholemars)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103585799920861320","title":"Sawyer Merritt: 56 Cybercabs registered today; total 125 (Texas DMV)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://electrek.co/2026/09/25/eu-delays-tesla-fsd-vote-december-tcmv-agenda/","title":"EU delays Tesla Full Self-Driving vote to December at the earliest","sourceName":"Electrek","publishedAt":"2026-09-25"},{"url":"https://www.reuters.com/business/eu-vote-teslas-supervised-self-driving-system-pushed-back-2026-09-25/","title":"EU vote on Tesla's supervised self-driving system pushed back","sourceName":"Reuters","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103988260917633391","title":"Sawyer Merritt: Tesla notifying Austin riders Cybercab fleet doubled; TX registrations Mon 58 to Fri 125","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://x.com/WorldlyReviewer/status/2103968569822490804","title":"WorldlyReviewer: Robotaxi app notification that Cybercab fleet has doubled","sourceName":"X (@WorldlyReviewer)","publishedAt":"2026-09-26"},{"url":"https://www.spacex.com/updates/terafab","title":"Breaking Ground on Terafab in Texas (SpaceX Updates)","sourceName":"SpaceX (official)"},{"url":"https://www.houstonchronicle.com/news/houston-texas/space/article/terafab-what-to-know-22378844.php","title":"SpaceX, Tesla Terafab chip plant near College Station: What to know","sourceName":"Houston Chronicle"},{"url":"https://x.com/JoeTegtmeyer/status/2104003574879391772","title":"Joe Tegtmeyer aerials: Terafab Grimes County construction progress since Sep 11","sourceName":"X (@JoeTegtmeyer)","publishedAt":"2026-09-26"},{"url":"https://x.com/SawyerMerritt/status/2104012982023811527","title":"Sawyer Merritt: Tesla and SpaceX Terafab construction progressing","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://www.instagram.com/p/Ddw9mFJAb3p/","title":"Tesla in talks for FSD approval in Ireland as EU delays vote (notateslaapp via Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-09-26"},{"url":"https://www.theinformation.com/articles/teslas-optimus-hits-snags-hands-suppliers-scale-up-begins","title":"Tesla's Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins","sourceName":"The Information","publishedAt":"2026-09-27"},{"url":"https://x.com/theinformation/status/2104232104473014585","title":"The Information: Optimus production ~10x to several hundred/week; hands/suppliers bottleneck","sourceName":"X (@theinformation)","publishedAt":"2026-09-27"},{"url":"https://x.com/rta_dubai/status/2104103531338756241","title":"RTA + DIEZ inaugurate Dubai Mobility Labs at Dubai Silicon Oasis (248 scenarios)","sourceName":"X (@rta_dubai)","publishedAt":"2026-09-27"},{"url":"https://www.thenationalnews.com/news/uae/2026/09/27/dubai-opens-advanced-testing-facility-to-prepare-autonomous-vehicles-for-the-roads/","title":"Dubai unveils advanced testing ground to prepare autonomous vehicles for the roads","sourceName":"The National","publishedAt":"2026-09-27"},{"url":"https://www.wam.ae/en/article/c2ghq6j-rta-diez-launch-dubai-mobility-labs-for-autonomous","title":"RTA, DIEZ launch Dubai Mobility Labs for autonomous transport testing","sourceName":"Emirates News Agency (WAM)","publishedAt":"2026-09-27"},{"url":"https://arstechnica.com/ai/2026/09/tesla-workers-balk-at-training-optimus-humanoid-robots-as-replacements/","title":"Tesla workers balk at training Optimus humanoid robots as replacements","sourceName":"Ars Technica","publishedAt":"2026-09-25"},{"url":"https://x.com/Tesla_AI/status/2095767350070890688","title":"Tesla AI: FSD Supervised v14.3.9 active safety (activate on imminent collision)","sourceName":"X (@Tesla_AI)","publishedAt":"2026-09-04"},{"url":"https://electrek.co/2026/09/04/tesla-fsd-active-safety-collision-avoidance/","title":"Tesla Full Self-Driving can now take over manual driving to avoid a collision","sourceName":"Electrek","publishedAt":"2026-09-04"},{"url":"https://x.com/wholemars/status/2104617826611073198","title":"wholemars: Automatic Collision Evasion owner footage / FSD re-engage","sourceName":"X (@wholemars)","publishedAt":"2026-09-28"},{"url":"https://x.com/SawyerMerritt/status/2104940865638535280","title":"Sawyer Merritt: FSD (Supervised) 15B fleet miles claim","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-29"},{"url":"https://x.com/SawyerMerritt/status/2104939888621605158","title":"Sawyer Merritt: Croatia FSD Supervised approval (8th EU)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-29"},{"url":"https://x.com/wholemars/status/2104894219957792887","title":"wholemars: Croatia FSD approval; 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transcript)","publishedAt":"2026-10-21"},{"url":"https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/","title":"Tesla starts Optimus robot production in California as profit falls 43%","sourceName":"TechCrunch","publishedAt":"2026-10-21"},{"url":"https://teslanorth.com/2026/10/21/tesla-q3-2026-call-takeaways/","title":"Tesla Q3 Earnings Call: Cybercab Hits Dallas, FSD Unsupervised in 2027","sourceName":"TeslaNorth","publishedAt":"2026-10-21"},{"url":"https://x.com/Tesla_App_iOS/status/2113059031367745754","title":"Robotaxi app strings to enroll a vehicle in the Robotaxi network","sourceName":"Tesla App Updates (iOS) on X","publishedAt":"2026-10-21"},{"url":"https://x.com/wholemars/status/2113031491496345961","title":"Elluswamy: Robotaxi to 24/7 operation and high speed roads","sourceName":"Whole Mars Catalog on X","publishedAt":"2026-10-21"},{"url":"https://www.cnbc.com/2026/10/21/tesla-tsla-q3-2026-earnings-report.html","title":"Tesla (TSLA) Q3 2026 earnings report","sourceName":"CNBC","publishedAt":"2026-10-21"},{"url":"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-21-2026/card/tesla-says-75-of-deliveries-include-fsd-subscriptions-sam6O4FAWRIzHOkHDp97","title":"Tesla Says 75% of Deliveries Include FSD Subscriptions","sourceName":"The Wall Street Journal","publishedAt":"2026-10-21"},{"url":"https://www.notateslaapp.com/news/4862/tesla-fsd-hits-record-subs-purchased-with-75-of-new-orders","title":"Tesla FSD Hits Record Subs, Purchased With 75% of New Orders","sourceName":"Not a Tesla App","publishedAt":"2026-10-21"},{"url":"https://www.instagram.com/p/DexYSxvAXPU/","title":"Tesla Q3 2026 earnings: record FSD subscriptions, purchased with 75% of new orders (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-21"},{"url":"https://www.instagram.com/p/DexHlXjD9ot/","title":"Tesla names next Robotaxi cities and publishes safety report (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-21"},{"url":"https://www.fool.com/earnings/call-transcripts/2026/10/22/tesla-tsla-q3-2026-earnings-call-transcript/","title":"Tesla (TSLA) Q3 2026 Earnings Call Transcript","sourceName":"The Motley Fool","publishedAt":"2026-10-22"},{"url":"https://investinglive.com/stocks/tesla-earnings-call-targets-5-million-cars-a-year-by-2030-says-2027-megapack-supply-nearly-sold-out/","title":"Tesla earnings call: Targets 5 million cars a year by 2030, says 2027 Megapack supply nearly sold out","sourceName":"investingLive","publishedAt":"2026-10-21"},{"url":"https://x.com/SawyerMerritt/status/2113083252047020351","title":"Tesla Q3 call highlights: Megapack 2027 nearly sold out, 5M vehicles a year by 2030","sourceName":"Sawyer Merritt on X","publishedAt":"2026-10-21"},{"url":"https://www.manufacturingdive.com/news/tesla-eyes-10b-solar-cell-manufacturing-site-fort-bend-county-texas/828372/","title":"Tesla looks to build $10B solar cell manufacturing site in Texas","sourceName":"Manufacturing Dive","publishedAt":"2026-08-20"},{"url":"https://texasscorecard.com/local/lamar-cisd-trustees-unanimously-approve-10-1-billion-tesla-solar-plant-tax-incentive/","title":"Lamar CISD Trustees Unanimously Approve $10.1 Billion Tesla Solar Plant Tax Incentive","sourceName":"Texas Scorecard","publishedAt":"2026-09-22"},{"url":"https://x.com/SawyerMerritt/status/2113267570430132455","title":"Fort Bend County considers incentives for Tesla Project Crystal Sun","sourceName":"Sawyer Merritt on X","publishedAt":"2026-10-22"},{"url":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm","title":"Tesla Form 10-Q for the quarter ended September 30, 2026","sourceName":"Tesla via SEC EDGAR","publishedAt":"2026-10-22"},{"url":"https://electrek.co/2026/10/21/tesla-tsla-q3-2026-financial-results/","title":"Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls","sourceName":"Electrek","publishedAt":"2026-10-21"},{"url":"https://electrek.co/2026/10/21/tesla-energy-revenue-drops-tariff-customer-refunds/","title":"Tesla energy revenue drops 16% as it refunds customers over tariffs","sourceName":"Electrek","publishedAt":"2026-10-21"},{"url":"https://electrek.co/2026/10/22/tesla-cuts-2026-capex-guidance-q3-cash-flow/","title":"Tesla (TSLA) quietly cuts 2026 capex guidance to $20B","sourceName":"Electrek","publishedAt":"2026-10-22"},{"url":"https://electrek.co/2026/10/22/tesla-optimus-delivery-late-2027-hands-ai-problems/","title":"Tesla pushes Optimus deliveries to late 2027, says hands still a problem","sourceName":"Electrek","publishedAt":"2026-10-22"},{"url":"https://electrek.co/2026/10/21/tesla-unsupervised-fsd-q2-2027-robotaxi-fleet/","title":"Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones","sourceName":"Electrek","publishedAt":"2026-10-21"},{"url":"https://electrek.co/2026/10/21/tesla-wants-to-sell-you-a-useless-car-with-no-steering-wheel-this-year/","title":"Tesla wants to sell you an unusable car with no steering wheel this year","sourceName":"Electrek","publishedAt":"2026-10-21"},{"url":"https://electrek.co/2026/10/21/tesla-battery-supply-limiting-sales-prices-falling/","title":"Tesla blames battery supply for flat sales, but its prices keep falling","sourceName":"Electrek","publishedAt":"2026-10-21"},{"url":"https://teslanorth.com/2026/10/22/tesla-ai-maps-fsd-v15/","title":"Tesla Is Building Its Own AI Maps for FSD, Starting With V15","sourceName":"TeslaNorth","publishedAt":"2026-10-22"},{"url":"https://www.teslarati.com/tesla-building-its-own-maps-fix-navigation-issues/","title":"Tesla is building its own maps to fix Navigation issues","sourceName":"Teslarati","publishedAt":"2026-10-22"},{"url":"https://www.instagram.com/p/DezyBN4AYBq/","title":"Tesla is building its own AI-based maps, rolling out with FSD v15 (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-22"},{"url":"https://www.notateslaapp.com/news/4867/tesla-q3-2026-earnings-call-recap-everything-you-need-to-know","title":"Tesla Q3 2026 Earnings Call Recap: Everything You Need to Know","sourceName":"Not a Tesla App","publishedAt":"2026-10-22"},{"url":"https://www.instagram.com/p/DezgdloGleK/","title":"Tesla Q3 2026 earnings call recap (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-22"},{"url":"https://www.instagram.com/p/DezN9niG2wW/","title":"Tesla officially begins Optimus robot production (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-22"},{"url":"https://agendalink.fortbendcountytx.gov/docs/2026/CCTR/20261022_4148/69131_25A_-_Fort_Bend_County_-_Chapter_312_Tax_Abatement_Agreement__-_Project_Crystal_Sun%28v8%29.pdf","title":"Tax Abatement Agreement between Fort Bend County and Tesla, Inc. (Project Crystal Sun)","sourceName":"Fort Bend County Commissioners Court","publishedAt":"2026-10-22"},{"url":"https://abc13.com/post/fort-bend-county-approves-tesla-deal-could-give-company-35-years-tax-breaks/19969986/","title":"Fort Bend County approves Tesla deal that could give the company 35 years of tax breaks","sourceName":"ABC13 Houston","publishedAt":"2026-10-22"},{"url":"https://communityimpact.com/sugar-land-missouri-city/government/fort-bend-county-approves-economic-incentives-for-proposed-tesla-facility/","title":"Fort Bend County approves Tesla economic incentives","sourceName":"Community Impact","publishedAt":"2026-10-22"},{"url":"https://electrek.co/2026/10/23/tesla-solar-factory-texas-35-years-tax-breaks-fort-bend/","title":"Tesla's $10B solar factory could get 35 years of tax breaks in Texas","sourceName":"Electrek","publishedAt":"2026-10-23"},{"url":"https://www.instagram.com/p/De14tgYm6CJ/","title":"Tesla plans unsupervised FSD and customer cars in the Robotaxi network around Q2 2027 (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-23"},{"url":"https://www.businessinsider.com/optimus-training-academy-elon-musk-raising-toddler-2026-10","title":"Elon Musk says training Tesla's Optimus robot is like raising a toddler","sourceName":"Business Insider","publishedAt":"2026-10-22"},{"url":"https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/","title":"Intel lands Tesla as first major customer for 14A chip technology","sourceName":"Reuters","publishedAt":"2026-04-22"},{"url":"https://www.notateslaapp.com/news/4887/intel-to-make-mystery-chip-for-tesla-ai6-or-something-new","title":"Intel to Make Mystery Chip for Tesla: AI6 or Something New?","sourceName":"Not a Tesla App","publishedAt":"2026-10-24"}],"keyFacts":[{"label":"Optimus program","value":"Humanoid robot program announced at AI Day 2021. Public demos from 2022 to 2024 showed slow walking and basic object manipulation."},{"label":"Optimus specs (company-claimed)","value":"5'8\" tall, 125 lb, 2 mph walking speed, 150 lb lift capacity, $20,000 target price. Not independently verified."},{"label":"Optimus timelines (claimed vs delivered)","value":"Promised 2022 production and useful work in 2023 did not happen. In July 2026 Musk set a slow Fremont ramp from late July and a Gen 3 reveal in mid-2026."},{"label":"We, Robot demo was teleoperated (reported, Oct 2024)","value":"Optimus robots at the Oct 2024 event appeared autonomous but were remotely operated, per Bloomberg and Morgan Stanley. Tesla issued no correction."},{"label":"Optimus weekly output (reported, Sep 2026)","value":"From a few dozen units a week in Q2 2026 to several hundred by August on the former Model S/X line, aiming for 1,000+ a week by year-end, per Electrek citing The Information."},{"label":"Optimus build issues (reported, Sep 2026)","value":"Hand assembly with 100+ screws, durability and sensor problems, and supplier quality at volume were flagged as bottlenecks, per The Information via Electrek."},{"label":"Optimus training data (reported, Sep 2026)","value":"Some factory staff resisted motion-capture data collection, so Tesla moved it to dedicated teams and training hubs, per Ars Technica citing The Information."},{"label":"Optimus factory at Giga Texas (reported, Oct 2026)","value":"About 40% of the steel frame was up by Oct 2026 on a 7M+ sq ft plant, with limited output eyed for late 2027, per drone observer Joe Tegtmeyer via Humanoids Daily."},{"label":"Optimus suppliers (reported, unconfirmed)","value":"Sanhua (linear actuators, ~$685M order), Tuopu Group (rotary actuators and assembly), Nidec (motors), Moog (actuators), Green Harmonic and HDS (harmonic drives)."},{"label":"Optimus bill of materials (reported, unconfirmed)","value":"Actuators are about 35% of cost (~$7,000) and reducers 10-15%. 60-70% of components are Chinese; NdFeB magnets (~8% of cost) are almost all from China."},{"label":"Optimus reducer suppliers (reported, unconfirmed)","value":"Green Harmonic leads harmonic reducers (~25% share); Fengli Intelligent is a secondary supplier; Beite Technology makes ball screws for the hands."},{"label":"Optimus supplier audits (reported, Sep 2026)","value":"The Optimus team was auditing Chinese suppliers including Tuopu Group, Joyson Electronics and Sanhua in Ningbo, per CnEVPost and SCMP. Not confirmed by Tesla."},{"label":"Musk humanoid forecast (claimed, Sep 2026)","value":"Musk told CCTV Finance there will be at least 1 billion humanoid robots within 10 years, and possibly 10 billion in 15. A CEO prediction, not a production commitment."},{"label":"AI5 and AI6 memory cut for Optimus (claimed, Oct 2026)","value":"Musk said Tesla halved AI5 RAM to 72GB and cut AI6 to 144GB to secure chip volume for Optimus, keeping memory bandwidth the same."},{"label":"Autonomy stack and robotics","value":"Tesla intends its FSD neural networks and Dojo training compute to carry over to robotics; Ashok Elluswamy leads the software stack."},{"label":"Robotics patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand), alongside a broader automotive autonomy portfolio."},{"label":"Robotaxi markets (reported, Sep 2026)","value":"Seven US geofences: Austin ~246 sq mi, SF Bay Area ~1,098 sq mi (safety monitor), plus Dallas, Houston, Miami, Orlando and Tampa at 23-31 sq mi each, per NotATeslaApp."},{"label":"Texas Cybercab registrations (reported, Sep 2026)","value":"About 125 Cybercabs were registered in Texas by Sep 25 2026, up from 58 that Monday, per Texas DMV data cited on X. Registrations are not the active fleet."},{"label":"Nevada robotaxi permit","value":"Approved for paid service in Las Vegas: Strip corridor only, 45 mph max, no airport pickups, 10 vehicles at launch (5,000 requested)."},{"label":"Nevada robotaxi target (company-claimed)","value":"About 2,500 robotaxis in Nevada by August 2027."},{"label":"Robotaxi operations","value":"Two mission control centers, in Austin and the Bay Area. Tesla made a first-responder training video with Texas law enforcement."},{"label":"Robotaxi charging sites (permitted, Apr 2026)","value":"Private Robotaxi-only V4 Supercharger sites in Chandler AZ (56 stalls) and Mesa AZ. A 150+ vehicle San Francisco site was dropped in Feb 2026 after Teamsters pushback."},{"label":"Dubai trials (reported, Sep 2026)","value":"Tesla has run trials at Dubai Mobility Labs, the RTA's autonomous testing site at Dubai Silicon Oasis, alongside WeRide and Pony.ai."},{"label":"FSD in Europe (reported, Oct 2026)","value":"FSD Supervised is approved in the Netherlands and recognized by seven more EU states, including Czechia and Croatia. An EU-wide vote is not expected before December 2026."},{"label":"Germany backs EU FSD approval (agency-stated, Oct 2026)","value":"Germany's transport ministry backed timely EU approval, and Tesla offered to rename the system Tesla Assisted Driving. Drivers stay fully responsible."},{"label":"Reuters on the Dutch RDW review (reported, Oct 2026)","value":"Reuters found Tesla pressed the RDW to scale back its FSD review and won some concessions. RDW says its assessment stayed independent."},{"label":"FSD active safety (company-claimed)","value":"Sep 2026: FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion."},{"label":"FSD safety in Australia and NZ (company-claimed)","value":"Tesla claimed FSD cut collisions 40% in Australia and New Zealand. Not independently verified."},{"label":"Q3 2026 deliveries (company-claimed)","value":"Produced 464,391 and delivered 486,532 vehicles; deployed 13.7 GWh of energy storage."},{"label":"Credit facilities (reported, Sep 2026)","value":"Arranged $30B of credit ($20B term loan, $8B and $2B revolvers), unused and not planned for 2026, per NotATeslaApp citing an SEC filing."},{"label":"Terafab chip fab (company-claimed)","value":"SpaceX and Tesla are building Terafab in Grimes County, Texas: 100M+ sq ft, about $16.8B first phase, 3,000+ jobs, chips for Optimus, Cybercab and SpaceX."},{"label":"Terafab and TSMC (claimed, Oct 2026)","value":"Musk said Terafab had early talks with TSMC, then that Tesla will build and run the fab itself, with TSMC at most subleasing space."},{"label":"Giga Berlin output (company-claimed)","value":"Jun 2026: production rising 20% to 7,500 vehicles a week from October 2026, adding 1,000 jobs."},{"label":"Germany registrations (agency-stated, Sep 2026)","value":"12,552 new Teslas registered in September 2026, up 268.7% year on year for a 4.9% share, per the KBA."},{"label":"India registrations (reported, Sep 2026)","value":"A record 294 in September 2026 (238 Model Y L); 993 since deliveries began in September 2025, per Electrek citing ElecTree."},{"label":"Semi Megachargers","value":"Bloomington CA opened July 2026 (6 stalls, 1.2 MW each); Conley GA opened October 2026 (8 stalls), the first on the East Coast."},{"label":"Powershare Home Backup (reported, Oct 2026)","value":"New Model 3 and Model Y ordered after Oct 1 2026 can back up a home with a Powerwall 3, adding up to two days or more by trim."},{"label":"California virtual power plant (reported, Oct 2026)","value":"85,774 Powerwall homes supplied 601 MW at peak on Oct 6 2026; the full Powerwall fleet peaked at a record 634 MW."},{"label":"Australian kerbside charging rule (reported, Oct 2026)","value":"Tesla co-signed a letter opposing an AEMC draft rule letting network companies own kerbside EV chargers paid for through household bills."},{"label":"Cybercab Austin fleet (company-claimed, Oct 2026)","value":"Tesla Robotaxi says 300+ Cybercabs serve Austin one month after launch (8x in 30 days). Ashok Elluswamy says Dallas is next."},{"label":"Fifth US Semi Megacharger (reported, unconfirmed)","value":"Tesla opened its fifth US Semi Megacharger in the Central Valley, near Tulare (Oct 2026); not confirmed on Tesla Find Us."},{"label":"Paris Motor Show Cybercab (reported, Oct 2026)","value":"Mondial organizers list a US-fleet Cybercab on Tesla's Paris stand Oct 12-18 with Optimus Gen 2, Model 3/Y, Energy, and a Supercharger. Static display only; Europe Cybercab service not announced."},{"label":"Robotaxi population (NHTSA estimate, Oct 2026)","value":"NHTSA estimates about 1,000 MY2026 Model Y and Cybercab Robotaxis are covered by defect petition DP26010. An agency estimate, not a verified active fleet count."},{"label":"China retail sales Jan-Sep 2026 (CPCA)","value":"381,088 vehicles sold to buyers in China in the first nine months of 2026, down 11.9% from 432,704 a year earlier."},{"label":"China retail sales Q3 2026 (CPCA)","value":"142,133 vehicles in Q3 2026, down 16% year over year. September was 64,837, down 9.4%."},{"label":"Giga Shanghai exports Jan-Sep 2026 (CPCA)","value":"361,972 vehicles exported, up 108% from 173,660 a year earlier and already more than in any full year from 2023 to 2025."},{"label":"Giga Shanghai export share Jan-Sep 2026 (CPCA)","value":"Exports were 49% of Giga Shanghai wholesale of 743,060 vehicles, up from 29% a year earlier. Wholesale rose 22.5%."},{"label":"China NEV export VAT rebate cut (gov-stated, Oct 2026)","value":"China's finance ministry and tax administration will cut the VAT export rebate on new energy vehicles, which covers Giga Shanghai exports, from 13% to 9% from April 1, 2027."},{"label":"Model 3 Premium Canada orders paused (company-claimed)","value":"Tesla's Canadian site says Model 3 Premium orders are paused after high demand exhausted Tesla's import quota for China-built EVs, with ordering expected to resume March 2027."},{"label":"Canada China-built EV permits left (reported, Oct 2026)","value":"Canada's import permit tracker showed 33,069 of 49,000 China-built EV permits still available for the quota year as of Oct 9 2026 (15,931 used), per Electrek."},{"label":"US Supercharger ports added Q3 2026 (reported, Paren)","value":"1,287 new Supercharger ports (31.3% of US fast-charging additions) plus 124 at Supercharger for Business sites, the most of any US network."},{"label":"Supercharger non-member price Q3 2026 (reported, Paren)","value":"Average non-member price of 56.9 cents per kWh, up 15% year over year. Non-Tesla networks averaged about 53.3 cents for a fifth straight quarter."},{"label":"Supercharger member price Q3 2026 (reported, Paren)","value":"Average member price of 39.6 cents per kWh, up 9% year over year."},{"label":"FSD 14.3.12 point release (claimed, Oct 2026)","value":"Whole Mars Catalog reported a new FSD 14.3.12 point release went out on Oct 13 2026."},{"label":"Roadster event Oct 15 (reported, unconfirmed)","value":"Secondary coverage: Roadster demo streams Thu Oct 15 2026 around 8:55pm ET near Waco/McGregor, Texas, including optional SpaceX cold-gas thruster package."},{"label":"FSD v14 Lite on Intel Model S/X (company-claimed)","value":"Oct 14 2026: Tesla said FSD Supervised v14 Lite is rolling out to Intel-based Model S and X in software 2026.38.5.1."},{"label":"Sunrun and Tesla CA grid record (company-claimed, Oct 2026)","value":"Sunrun said its and Tesla's California home batteries delivered 745 MW on Oct 6 2026 and 669 MW on Oct 5, topping the 580 MW record of Sep 9 2026. No split by company was given."},{"label":"Oman market entry 2027 (reported)","value":"Tesla Middle East market lead said Oman launch in 2027; Muscat sales roles posted (Store Manager, Sales Advisor, Customer Experience Specialist). Secondary: EVwire Oct 14."},{"label":"Nightpeak Bocanova 2 Megapack (company-claimed)","value":"Nightpeak Energy Bocanova 2 (150 MW / 2-hour, Brazoria County, TX) reached COD Sep 17 2026 using Tesla Megapack 2 XL; Bocanova site total 300 MW."},{"label":"Giga Berlin second hall (reported, Oct 2026)","value":"Tesla plans a Dec 2026 permit filing for a second production hall of about 536,000 m2, with construction from 2027 at the earliest, toward up to 1 million vehicles a year."},{"label":"FSD Supervised Slovakia (government-stated)","value":"Slovak Ministry of Transport recognized the Dutch RDW preliminary type approval for Tesla FSD Supervised on Oct 16 2026; 9th EU country. Driver remains fully responsible."},{"label":"Austin Robotaxi hours (rider-reported, Oct 2026)","value":"Riders report an Oct 16 2026 app alert extending rides to 6am to midnight, up from 11pm; Dallas riders report the same. No official Tesla post yet. Musk ties night limits to spotting pets."},{"label":"FSD class certification vacated (court record, Oct 2026)","value":"On Oct 16 2026 the Ninth Circuit vacated class certification in LoSavio v. Tesla over FSD hardware claims. Not a merits ruling; the case returns to district court."},{"label":"V3 Optimus status (company-claimed, Oct 2026)","value":"Tesla's 2026 annual report says it readied V3 Optimus for mass production, and its shareholder letter says it is building the first Optimus production lines."},{"label":"Revenue from xAI and SpaceX, 2025 (company-stated)","value":"Tesla's 2026 proxy reports about $430.1M of 2025 revenue from xAI, mainly Megapack sales, and about $143.3M from SpaceX, mainly vehicle sales."},{"label":"2026 annual meeting (company-stated)","value":"Set for Dec 3 2026 at Gigafactory Texas. Three board items: elect Musk, Denholm and Straubel as Class I directors, an advisory say-on-pay vote, and ratifying PwC as auditor."},{"label":"FSD 14.3.13 point release (claimed, Oct 2026)","value":"Sawyer Merritt reported FSD v14.3.13 began rolling out on Oct 20 2026 with the same release notes as the prior build."},{"label":"Merger review with SpaceX (company-stated, Oct 2026)","value":"Musk said Oct 20 2026 that Tesla and SpaceX each formed special committees of independent directors to discuss a merger. No terms agreed; Tesla approval needs 50% of all shares."},{"label":"US EV sales Q3 2026 (reported, Cox estimate)","value":"About 144,094 US EV sales in Q3 2026, down 19.7% year over year, for 54.0% of the US EV market."},{"label":"Robotaxi safety report (company-stated, Oct 2026)","value":"3.1M miles with no safety monitor from Jan 22 to Oct 18, 2026. Tesla counts zero injuries, zero Robotaxi airbag deployments and zero pedestrians or cyclists hit."},{"label":"Robotaxi miles by city (company-stated, Oct 2026)","value":"Jan 22 to Oct 18, 2026, no monitor: Austin 2.12M, Dallas 608K, Houston 226K, Orlando 61K, Tampa 53K, Miami 46K. Also 862K after dark and at least 113K in rain."},{"label":"Optimus production start (company-stated, Q3 2026)","value":"Optimus production began on high-volume lines in Fremont, the first production-quality bots Tesla has built. Fremont is in early ramp and a Texas Optimus plant is under construction."},{"label":"SI training compute (company-stated, Q3 2026)","value":"Cortex 1 (over 105 MW) and Cortex 2 (over 120 MW) are running in Texas. Tesla plans 400 MW of training compute by end of 2026 for vehicle and humanoid autonomy."},{"label":"Unsupervised Robotaxi miles at Q3 end (company-stated)","value":"Nearly 2M cumulative unsupervised Robotaxi miles as of Sep 30, 2026, up eightfold in the quarter. Cybercab rides began in Austin on Sep 3."},{"label":"Cybercab line capacity (company-stated, Q3 2026)","value":"Installed capacity of over 125,000 Cybercabs a year at Giga Texas, listed as in production. Tesla says the line can run faster than the listed rate."},{"label":"2026 capex guidance (company-stated, Oct 2026)","value":"In excess of $20B expected for 2026, per the Q3 10-Q; Q3 capex was $4.7B. Tesla expects capex to keep rising for the Robotaxi fleet, Optimus, compute and a chip fab."},{"label":"Terafab spend outlook (CEO-claimed, Oct 2026)","value":"Musk said Terafab needs tens of billions in equipment through early 2028 and likely over $100B long term. The Tesla and SpaceX cost split is not yet set."},{"label":"Robotaxi app enrollment strings (reported, unconfirmed)","value":"An app tracker reported on Oct 21, 2026 that the Robotaxi app has strings to enroll a vehicle in the Robotaxi network. From a partial decompile, not confirmed by Tesla."},{"label":"FSD attach rate (company-stated, Q3 2026)","value":"Over 75% of Q3 2026 North America deliveries included paid FSD (Supervised), up about 20 points from Q2. Active FSD subscriptions reached 1.74M, up 67% year over year."},{"label":"Megapack 2027 supply (CEO-claimed, Oct 2026)","value":"Musk said on the Q3 2026 call that Tesla is almost sold out of all Megapacks for 2027 and is ramping production as fast as possible."},{"label":"Project Crystal Sun solar plant (reported, site not final)","value":"Proposed $10.1B solar cell and module plant in Fort Bend County, TX, with 9,712 jobs by 2033 and operations from Q1 2029. A site in another state is also in the running."},{"label":"Q3 2026 financial results (company-stated)","value":"Revenue $28.05B, flat year over year. GAAP net income $787M, down 43%. Operating margin 2.6%. Free cash flow $1.53B. Cash and investments $45.4B at Sep 30 2026."},{"label":"Energy segment Q3 2026 (company-stated)","value":"Energy revenue fell 16% to $2.88B on 13.7 GWh deployed, partly due to tariff-related customer refunds. Segment gross margin was about 33%."},{"label":"Megafactory Texas and LFP cells (company-stated, Q3 2026)","value":"Megafactory Texas began production with 50 GWh of planned capacity. Tesla shipped its first Megapacks built only with its own LFP cells from Nevada, where 7 GWh of capacity is in early ramp."},{"label":"Megapack sales to SpaceX, 2026 (company-stated)","value":"Tesla recognized $221M in Q3 and $626M in the first nine months of 2026 from SpaceX Megapack purchases, and had billed $588M for Megapacks not yet delivered at Sep 30."},{"label":"Crystal Sun county incentives (county-approved, Oct 2026)","value":"Fort Bend County approved four incentive agreements 4-0 on Oct 22, 2026: a 10-year full county tax abatement on equipment, then 90% county tax rebates for 20 years. Tesla has not chosen the site."},{"label":"Crystal Sun incentive deadlines (county agreement)","value":"Tesla must start construction by Jun 30, 2027 and begin commercial operations by Dec 31, 2030, subject to force majeure or grid connection delays."}],"aliases":["Tesla Inc","Tesla Motors","Tesla Optimus","Tesla FSD","Tesla Cybercab","Tesla Robotaxi"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"TSLA","stockExchange":"NASDAQ","secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":134785,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-10-25T14:55:24.088Z"}},"version":null,"location":{"id":"92e43c6d-99fa-498d-9470-e327fac7976d","name":"Fremont","slug":"fremont","kind":"city","parentLocationId":"fdf937a9-5eeb-4e8d-a514-ef860b351b30","region":"West Coast","lat":37.5485,"lng":-122.2157,"reviewStatus":"reverified","aliases":["Fremont, California, USA"],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-06-08T04:14:23.681Z","updatedAt":"2026-08-10T23:43:12.888Z"},"operator":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"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](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: 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](/brains/tesla-fsd-bot). 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](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (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.\n\nOptimus: 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](/people/elon-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.\n\nCybercab: 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.\n\nTesla'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.","status":"public","founded":2003,"hq":"Austin, Texas, USA","hqLat":30.2711286,"hqLng":-97.7436995,"hqGeocodedAt":"2026-08-05T14:51:18.270Z","hqAddress":null,"hqPrecision":null,"website":"tesla.com","fundingTotal":null,"type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":73,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.tesla.com/we-robot","title":"Tesla — Optimus","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","title":"Optimus (robot) — Wikipedia","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","sourceName":"Electrek","publishedAt":"2026-04-18"},{"url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"},{"url":"https://x.com/Tesla_App_iOS/status/2101086887020569051","title":"Tesla app 4.61.0 decompile: Optimus as home Energy site / charger IDs","sourceName":"Tesla_App_iOS (app decompile)"},{"url":"https://x.com/wholemars/status/2101098431016251665","title":"Optimus charger support flagged in Tesla app","sourceName":"Whole Mars"},{"url":"https://www.instagram.com/p/DdcBwV3GfaV/","title":"Tesla says FSD cut collisions 40% in Australia and New Zealand","sourceName":"Instagram (Tesla / via Deploy.Report digest)","publishedAt":"2026-09-18"},{"url":"https://cnevpost.com/2026/09/21/tesla-audits-china-suppliers-optimus-mass-production/","title":"Tesla audits China suppliers for Optimus mass production (The Paper / industry sources)","sourceName":"CnEVPost","publishedAt":"2026-09-21"},{"url":"https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources","title":"Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources","sourceName":"South China Morning Post","publishedAt":"2026-09-18"},{"url":"https://news.cgtn.com/news/2026-09-23/Exclusive-Musk-envisions-humanoid-robot-boom-praises-China-s-appeal-1QFJCvyYS4g/p.html","title":"Exclusive: Musk envisions humanoid robot boom (CMG / CGTN)","sourceName":"CGTN","publishedAt":"2026-09-23"},{"url":"https://news.cctv.cn/2026/09/23/ARTIuu2ALwNki9IR96msr2Iy260923.shtml","title":"CCTV Finance exclusive interview with Elon Musk","sourceName":"CCTV Finance / CMG","publishedAt":"2026-09-23"},{"url":"https://electrek.co/2026/09/22/tesla-fsd-v14-3-9-false-camera-service-alerts/","title":"Tesla Full Self-Driving bug falsely flags dirty cameras, demands service","sourceName":"Electrek","publishedAt":"2026-09-22"},{"url":"https://www.notateslaapp.com/news/4716/tesla-fsd-v1439-triggers-false-camera-service-alerts","title":"Tesla FSD V14.3.9 Triggers False Camera Service Alerts","sourceName":"Not a Tesla App","publishedAt":"2026-09-21"},{"url":"https://www.notateslaapp.com/news/4725/tesla-app-leaks-new-optimus-gen-3-robot-design","title":"Tesla App Leaks New Optimus Gen 3 Robot Design","sourceName":"Not a Tesla App","publishedAt":"2026-09-23"},{"url":"https://x.com/NotATeslaApp/status/2102816952695816200","title":"Tesla App Leaks New Optimus Gen 3 Robot Design (X)","sourceName":"Not a Tesla App (@NotATeslaApp)","publishedAt":"2026-09-23"},{"url":"https://x.com/Tesla_App_iOS/status/2103112875971621058","title":"Robotaxi app 26.8.2 decompile: Stop Now latch, cloud/LTE door unlock, referral UI, X Money","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://x.com/Tesla_App_iOS/status/2103110415714504915","title":"Upcoming X Money payment for Robotaxi rides (app-analysis claim)","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://www.irishexaminer.com/business/companies/arid-41914648.html","title":"Tesla hits 15,000 vehicle milestone in Ireland and 'working with authorities' on self-driving approval","sourceName":"Irish Examiner","publishedAt":"2026-09-23"},{"url":"https://x.com/SawyerMerritt/status/2103129062919057715","title":"Tesla working with authorities in Ireland; Czech Republic 7th EU FSD market (quoting Tesla)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-24"},{"url":"https://www.just-auto.com/news/czech-republic-approval-tesla-fsd-system/","title":"Czech Republic grants provisional approval to Tesla's FSD system","sourceName":"just-auto","publishedAt":"2026-09-22"},{"url":"https://www.engadget.com/2264292/tesla-will-soon-roll-out-fsd-supervised-in-the-czech-republic/","title":"Tesla will soon roll out FSD Supervised in the Czech Republic","sourceName":"Engadget","publishedAt":"2026-09-21"},{"url":"https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/","title":"Tesla ramps Optimus to hundreds a week, but the robots can't generalize","sourceName":"Electrek (citing The Information)","publishedAt":"2026-09-25"},{"url":"https://x.com/wallstengine/status/2103480907562996128","title":"wallstengine: Optimus production ~10x / The Information notes","sourceName":"X (@wallstengine)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103565050623795441","title":"Sawyer Merritt: Texas DMV Cybercab registrations to date = 88 (+19)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://x.com/wholemars/status/2103591098908295541","title":"wholemars: 126 Cybercabs registered in Texas (Texas DMV)","sourceName":"X (@wholemars)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103585799920861320","title":"Sawyer Merritt: 56 Cybercabs registered today; total 125 (Texas DMV)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://electrek.co/2026/09/25/eu-delays-tesla-fsd-vote-december-tcmv-agenda/","title":"EU delays Tesla Full Self-Driving vote to December at the earliest","sourceName":"Electrek","publishedAt":"2026-09-25"},{"url":"https://www.reuters.com/business/eu-vote-teslas-supervised-self-driving-system-pushed-back-2026-09-25/","title":"EU vote on Tesla's supervised self-driving system pushed back","sourceName":"Reuters","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103988260917633391","title":"Sawyer Merritt: Tesla notifying Austin riders Cybercab fleet doubled; TX registrations Mon 58 to Fri 125","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://x.com/WorldlyReviewer/status/2103968569822490804","title":"WorldlyReviewer: Robotaxi app notification that Cybercab fleet has doubled","sourceName":"X (@WorldlyReviewer)","publishedAt":"2026-09-26"},{"url":"https://www.spacex.com/updates/terafab","title":"Breaking Ground on Terafab in Texas (SpaceX Updates)","sourceName":"SpaceX (official)"},{"url":"https://www.houstonchronicle.com/news/houston-texas/space/article/terafab-what-to-know-22378844.php","title":"SpaceX, Tesla Terafab chip plant near College Station: What to know","sourceName":"Houston Chronicle"},{"url":"https://x.com/JoeTegtmeyer/status/2104003574879391772","title":"Joe Tegtmeyer aerials: Terafab Grimes County construction progress since Sep 11","sourceName":"X (@JoeTegtmeyer)","publishedAt":"2026-09-26"},{"url":"https://x.com/SawyerMerritt/status/2104012982023811527","title":"Sawyer Merritt: Tesla and SpaceX Terafab construction progressing","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://www.instagram.com/p/Ddw9mFJAb3p/","title":"Tesla in talks for FSD approval in Ireland as EU delays vote (notateslaapp via Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-09-26"},{"url":"https://www.theinformation.com/articles/teslas-optimus-hits-snags-hands-suppliers-scale-up-begins","title":"Tesla's Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins","sourceName":"The Information","publishedAt":"2026-09-27"},{"url":"https://x.com/theinformation/status/2104232104473014585","title":"The Information: Optimus production ~10x to several hundred/week; 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(Project Crystal Sun)","sourceName":"Fort Bend County Commissioners Court","publishedAt":"2026-10-22"},{"url":"https://abc13.com/post/fort-bend-county-approves-tesla-deal-could-give-company-35-years-tax-breaks/19969986/","title":"Fort Bend County approves Tesla deal that could give the company 35 years of tax breaks","sourceName":"ABC13 Houston","publishedAt":"2026-10-22"},{"url":"https://communityimpact.com/sugar-land-missouri-city/government/fort-bend-county-approves-economic-incentives-for-proposed-tesla-facility/","title":"Fort Bend County approves Tesla economic incentives","sourceName":"Community Impact","publishedAt":"2026-10-22"},{"url":"https://electrek.co/2026/10/23/tesla-solar-factory-texas-35-years-tax-breaks-fort-bend/","title":"Tesla's $10B solar factory could get 35 years of tax breaks in Texas","sourceName":"Electrek","publishedAt":"2026-10-23"},{"url":"https://www.instagram.com/p/De14tgYm6CJ/","title":"Tesla plans unsupervised FSD and customer cars in the Robotaxi network around Q2 2027 (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-23"},{"url":"https://www.businessinsider.com/optimus-training-academy-elon-musk-raising-toddler-2026-10","title":"Elon Musk says training Tesla's Optimus robot is like raising a toddler","sourceName":"Business Insider","publishedAt":"2026-10-22"},{"url":"https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/","title":"Intel lands Tesla as first major customer for 14A chip technology","sourceName":"Reuters","publishedAt":"2026-04-22"},{"url":"https://www.notateslaapp.com/news/4887/intel-to-make-mystery-chip-for-tesla-ai6-or-something-new","title":"Intel to Make Mystery Chip for Tesla: AI6 or Something New?","sourceName":"Not a Tesla App","publishedAt":"2026-10-24"}],"keyFacts":[{"label":"Optimus program","value":"Humanoid robot program announced at AI Day 2021. Public demos from 2022 to 2024 showed slow walking and basic object manipulation."},{"label":"Optimus specs (company-claimed)","value":"5'8\" tall, 125 lb, 2 mph walking speed, 150 lb lift capacity, $20,000 target price. Not independently verified."},{"label":"Optimus timelines (claimed vs delivered)","value":"Promised 2022 production and useful work in 2023 did not happen. In July 2026 Musk set a slow Fremont ramp from late July and a Gen 3 reveal in mid-2026."},{"label":"We, Robot demo was teleoperated (reported, Oct 2024)","value":"Optimus robots at the Oct 2024 event appeared autonomous but were remotely operated, per Bloomberg and Morgan Stanley. Tesla issued no correction."},{"label":"Optimus weekly output (reported, Sep 2026)","value":"From a few dozen units a week in Q2 2026 to several hundred by August on the former Model S/X line, aiming for 1,000+ a week by year-end, per Electrek citing The Information."},{"label":"Optimus build issues (reported, Sep 2026)","value":"Hand assembly with 100+ screws, durability and sensor problems, and supplier quality at volume were flagged as bottlenecks, per The Information via Electrek."},{"label":"Optimus training data (reported, Sep 2026)","value":"Some factory staff resisted motion-capture data collection, so Tesla moved it to dedicated teams and training hubs, per Ars Technica citing The Information."},{"label":"Optimus factory at Giga Texas (reported, Oct 2026)","value":"About 40% of the steel frame was up by Oct 2026 on a 7M+ sq ft plant, with limited output eyed for late 2027, per drone observer Joe Tegtmeyer via Humanoids Daily."},{"label":"Optimus suppliers (reported, unconfirmed)","value":"Sanhua (linear actuators, ~$685M order), Tuopu Group (rotary actuators and assembly), Nidec (motors), Moog (actuators), Green Harmonic and HDS (harmonic drives)."},{"label":"Optimus bill of materials (reported, unconfirmed)","value":"Actuators are about 35% of cost (~$7,000) and reducers 10-15%. 60-70% of components are Chinese; NdFeB magnets (~8% of cost) are almost all from China."},{"label":"Optimus reducer suppliers (reported, unconfirmed)","value":"Green Harmonic leads harmonic reducers (~25% share); Fengli Intelligent is a secondary supplier; Beite Technology makes ball screws for the hands."},{"label":"Optimus supplier audits (reported, Sep 2026)","value":"The Optimus team was auditing Chinese suppliers including Tuopu Group, Joyson Electronics and Sanhua in Ningbo, per CnEVPost and SCMP. Not confirmed by Tesla."},{"label":"Musk humanoid forecast (claimed, Sep 2026)","value":"Musk told CCTV Finance there will be at least 1 billion humanoid robots within 10 years, and possibly 10 billion in 15. A CEO prediction, not a production commitment."},{"label":"AI5 and AI6 memory cut for Optimus (claimed, Oct 2026)","value":"Musk said Tesla halved AI5 RAM to 72GB and cut AI6 to 144GB to secure chip volume for Optimus, keeping memory bandwidth the same."},{"label":"Autonomy stack and robotics","value":"Tesla intends its FSD neural networks and Dojo training compute to carry over to robotics; Ashok Elluswamy leads the software stack."},{"label":"Robotics patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand), alongside a broader automotive autonomy portfolio."},{"label":"Robotaxi markets (reported, Sep 2026)","value":"Seven US geofences: Austin ~246 sq mi, SF Bay Area ~1,098 sq mi (safety monitor), plus Dallas, Houston, Miami, Orlando and Tampa at 23-31 sq mi each, per NotATeslaApp."},{"label":"Texas Cybercab registrations (reported, Sep 2026)","value":"About 125 Cybercabs were registered in Texas by Sep 25 2026, up from 58 that Monday, per Texas DMV data cited on X. Registrations are not the active fleet."},{"label":"Nevada robotaxi permit","value":"Approved for paid service in Las Vegas: Strip corridor only, 45 mph max, no airport pickups, 10 vehicles at launch (5,000 requested)."},{"label":"Nevada robotaxi target (company-claimed)","value":"About 2,500 robotaxis in Nevada by August 2027."},{"label":"Robotaxi operations","value":"Two mission control centers, in Austin and the Bay Area. Tesla made a first-responder training video with Texas law enforcement."},{"label":"Robotaxi charging sites (permitted, Apr 2026)","value":"Private Robotaxi-only V4 Supercharger sites in Chandler AZ (56 stalls) and Mesa AZ. A 150+ vehicle San Francisco site was dropped in Feb 2026 after Teamsters pushback."},{"label":"Dubai trials (reported, Sep 2026)","value":"Tesla has run trials at Dubai Mobility Labs, the RTA's autonomous testing site at Dubai Silicon Oasis, alongside WeRide and Pony.ai."},{"label":"FSD in Europe (reported, Oct 2026)","value":"FSD Supervised is approved in the Netherlands and recognized by seven more EU states, including Czechia and Croatia. An EU-wide vote is not expected before December 2026."},{"label":"Germany backs EU FSD approval (agency-stated, Oct 2026)","value":"Germany's transport ministry backed timely EU approval, and Tesla offered to rename the system Tesla Assisted Driving. Drivers stay fully responsible."},{"label":"Reuters on the Dutch RDW review (reported, Oct 2026)","value":"Reuters found Tesla pressed the RDW to scale back its FSD review and won some concessions. RDW says its assessment stayed independent."},{"label":"FSD active safety (company-claimed)","value":"Sep 2026: FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion."},{"label":"FSD safety in Australia and NZ (company-claimed)","value":"Tesla claimed FSD cut collisions 40% in Australia and New Zealand. Not independently verified."},{"label":"Q3 2026 deliveries (company-claimed)","value":"Produced 464,391 and delivered 486,532 vehicles; deployed 13.7 GWh of energy storage."},{"label":"Credit facilities (reported, Sep 2026)","value":"Arranged $30B of credit ($20B term loan, $8B and $2B revolvers), unused and not planned for 2026, per NotATeslaApp citing an SEC filing."},{"label":"Terafab chip fab (company-claimed)","value":"SpaceX and Tesla are building Terafab in Grimes County, Texas: 100M+ sq ft, about $16.8B first phase, 3,000+ jobs, chips for Optimus, Cybercab and SpaceX."},{"label":"Terafab and TSMC (claimed, Oct 2026)","value":"Musk said Terafab had early talks with TSMC, then that Tesla will build and run the fab itself, with TSMC at most subleasing space."},{"label":"Giga Berlin output (company-claimed)","value":"Jun 2026: production rising 20% to 7,500 vehicles a week from October 2026, adding 1,000 jobs."},{"label":"Germany registrations (agency-stated, Sep 2026)","value":"12,552 new Teslas registered in September 2026, up 268.7% year on year for a 4.9% share, per the KBA."},{"label":"India registrations (reported, Sep 2026)","value":"A record 294 in September 2026 (238 Model Y L); 993 since deliveries began in September 2025, per Electrek citing ElecTree."},{"label":"Semi Megachargers","value":"Bloomington CA opened July 2026 (6 stalls, 1.2 MW each); Conley GA opened October 2026 (8 stalls), the first on the East Coast."},{"label":"Powershare Home Backup (reported, Oct 2026)","value":"New Model 3 and Model Y ordered after Oct 1 2026 can back up a home with a Powerwall 3, adding up to two days or more by trim."},{"label":"California virtual power plant (reported, Oct 2026)","value":"85,774 Powerwall homes supplied 601 MW at peak on Oct 6 2026; the full Powerwall fleet peaked at a record 634 MW."},{"label":"Australian kerbside charging rule (reported, Oct 2026)","value":"Tesla co-signed a letter opposing an AEMC draft rule letting network companies own kerbside EV chargers paid for through household bills."},{"label":"Cybercab Austin fleet (company-claimed, Oct 2026)","value":"Tesla Robotaxi says 300+ Cybercabs serve Austin one month after launch (8x in 30 days). Ashok Elluswamy says Dallas is next."},{"label":"Fifth US Semi Megacharger (reported, unconfirmed)","value":"Tesla opened its fifth US Semi Megacharger in the Central Valley, near Tulare (Oct 2026); not confirmed on Tesla Find Us."},{"label":"Paris Motor Show Cybercab (reported, Oct 2026)","value":"Mondial organizers list a US-fleet Cybercab on Tesla's Paris stand Oct 12-18 with Optimus Gen 2, Model 3/Y, Energy, and a Supercharger. Static display only; Europe Cybercab service not announced."},{"label":"Robotaxi population (NHTSA estimate, Oct 2026)","value":"NHTSA estimates about 1,000 MY2026 Model Y and Cybercab Robotaxis are covered by defect petition DP26010. An agency estimate, not a verified active fleet count."},{"label":"China retail sales Jan-Sep 2026 (CPCA)","value":"381,088 vehicles sold to buyers in China in the first nine months of 2026, down 11.9% from 432,704 a year earlier."},{"label":"China retail sales Q3 2026 (CPCA)","value":"142,133 vehicles in Q3 2026, down 16% year over year. September was 64,837, down 9.4%."},{"label":"Giga Shanghai exports Jan-Sep 2026 (CPCA)","value":"361,972 vehicles exported, up 108% from 173,660 a year earlier and already more than in any full year from 2023 to 2025."},{"label":"Giga Shanghai export share Jan-Sep 2026 (CPCA)","value":"Exports were 49% of Giga Shanghai wholesale of 743,060 vehicles, up from 29% a year earlier. Wholesale rose 22.5%."},{"label":"China NEV export VAT rebate cut (gov-stated, Oct 2026)","value":"China's finance ministry and tax administration will cut the VAT export rebate on new energy vehicles, which covers Giga Shanghai exports, from 13% to 9% from April 1, 2027."},{"label":"Model 3 Premium Canada orders paused (company-claimed)","value":"Tesla's Canadian site says Model 3 Premium orders are paused after high demand exhausted Tesla's import quota for China-built EVs, with ordering expected to resume March 2027."},{"label":"Canada China-built EV permits left (reported, Oct 2026)","value":"Canada's import permit tracker showed 33,069 of 49,000 China-built EV permits still available for the quota year as of Oct 9 2026 (15,931 used), per Electrek."},{"label":"US Supercharger ports added Q3 2026 (reported, Paren)","value":"1,287 new Supercharger ports (31.3% of US fast-charging additions) plus 124 at Supercharger for Business sites, the most of any US network."},{"label":"Supercharger non-member price Q3 2026 (reported, Paren)","value":"Average non-member price of 56.9 cents per kWh, up 15% year over year. Non-Tesla networks averaged about 53.3 cents for a fifth straight quarter."},{"label":"Supercharger member price Q3 2026 (reported, Paren)","value":"Average member price of 39.6 cents per kWh, up 9% year over year."},{"label":"FSD 14.3.12 point release (claimed, Oct 2026)","value":"Whole Mars Catalog reported a new FSD 14.3.12 point release went out on Oct 13 2026."},{"label":"Roadster event Oct 15 (reported, unconfirmed)","value":"Secondary coverage: Roadster demo streams Thu Oct 15 2026 around 8:55pm ET near Waco/McGregor, Texas, including optional SpaceX cold-gas thruster package."},{"label":"FSD v14 Lite on Intel Model S/X (company-claimed)","value":"Oct 14 2026: Tesla said FSD Supervised v14 Lite is rolling out to Intel-based Model S and X in software 2026.38.5.1."},{"label":"Sunrun and Tesla CA grid record (company-claimed, Oct 2026)","value":"Sunrun said its and Tesla's California home batteries delivered 745 MW on Oct 6 2026 and 669 MW on Oct 5, topping the 580 MW record of Sep 9 2026. No split by company was given."},{"label":"Oman market entry 2027 (reported)","value":"Tesla Middle East market lead said Oman launch in 2027; Muscat sales roles posted (Store Manager, Sales Advisor, Customer Experience Specialist). Secondary: EVwire Oct 14."},{"label":"Nightpeak Bocanova 2 Megapack (company-claimed)","value":"Nightpeak Energy Bocanova 2 (150 MW / 2-hour, Brazoria County, TX) reached COD Sep 17 2026 using Tesla Megapack 2 XL; Bocanova site total 300 MW."},{"label":"Giga Berlin second hall (reported, Oct 2026)","value":"Tesla plans a Dec 2026 permit filing for a second production hall of about 536,000 m2, with construction from 2027 at the earliest, toward up to 1 million vehicles a year."},{"label":"FSD Supervised Slovakia (government-stated)","value":"Slovak Ministry of Transport recognized the Dutch RDW preliminary type approval for Tesla FSD Supervised on Oct 16 2026; 9th EU country. Driver remains fully responsible."},{"label":"Austin Robotaxi hours (rider-reported, Oct 2026)","value":"Riders report an Oct 16 2026 app alert extending rides to 6am to midnight, up from 11pm; Dallas riders report the same. No official Tesla post yet. Musk ties night limits to spotting pets."},{"label":"FSD class certification vacated (court record, Oct 2026)","value":"On Oct 16 2026 the Ninth Circuit vacated class certification in LoSavio v. Tesla over FSD hardware claims. Not a merits ruling; the case returns to district court."},{"label":"V3 Optimus status (company-claimed, Oct 2026)","value":"Tesla's 2026 annual report says it readied V3 Optimus for mass production, and its shareholder letter says it is building the first Optimus production lines."},{"label":"Revenue from xAI and SpaceX, 2025 (company-stated)","value":"Tesla's 2026 proxy reports about $430.1M of 2025 revenue from xAI, mainly Megapack sales, and about $143.3M from SpaceX, mainly vehicle sales."},{"label":"2026 annual meeting (company-stated)","value":"Set for Dec 3 2026 at Gigafactory Texas. Three board items: elect Musk, Denholm and Straubel as Class I directors, an advisory say-on-pay vote, and ratifying PwC as auditor."},{"label":"FSD 14.3.13 point release (claimed, Oct 2026)","value":"Sawyer Merritt reported FSD v14.3.13 began rolling out on Oct 20 2026 with the same release notes as the prior build."},{"label":"Merger review with SpaceX (company-stated, Oct 2026)","value":"Musk said Oct 20 2026 that Tesla and SpaceX each formed special committees of independent directors to discuss a merger. No terms agreed; Tesla approval needs 50% of all shares."},{"label":"US EV sales Q3 2026 (reported, Cox estimate)","value":"About 144,094 US EV sales in Q3 2026, down 19.7% year over year, for 54.0% of the US EV market."},{"label":"Robotaxi safety report (company-stated, Oct 2026)","value":"3.1M miles with no safety monitor from Jan 22 to Oct 18, 2026. Tesla counts zero injuries, zero Robotaxi airbag deployments and zero pedestrians or cyclists hit."},{"label":"Robotaxi miles by city (company-stated, Oct 2026)","value":"Jan 22 to Oct 18, 2026, no monitor: Austin 2.12M, Dallas 608K, Houston 226K, Orlando 61K, Tampa 53K, Miami 46K. Also 862K after dark and at least 113K in rain."},{"label":"Optimus production start (company-stated, Q3 2026)","value":"Optimus production began on high-volume lines in Fremont, the first production-quality bots Tesla has built. Fremont is in early ramp and a Texas Optimus plant is under construction."},{"label":"SI training compute (company-stated, Q3 2026)","value":"Cortex 1 (over 105 MW) and Cortex 2 (over 120 MW) are running in Texas. Tesla plans 400 MW of training compute by end of 2026 for vehicle and humanoid autonomy."},{"label":"Unsupervised Robotaxi miles at Q3 end (company-stated)","value":"Nearly 2M cumulative unsupervised Robotaxi miles as of Sep 30, 2026, up eightfold in the quarter. Cybercab rides began in Austin on Sep 3."},{"label":"Cybercab line capacity (company-stated, Q3 2026)","value":"Installed capacity of over 125,000 Cybercabs a year at Giga Texas, listed as in production. Tesla says the line can run faster than the listed rate."},{"label":"2026 capex guidance (company-stated, Oct 2026)","value":"In excess of $20B expected for 2026, per the Q3 10-Q; Q3 capex was $4.7B. Tesla expects capex to keep rising for the Robotaxi fleet, Optimus, compute and a chip fab."},{"label":"Terafab spend outlook (CEO-claimed, Oct 2026)","value":"Musk said Terafab needs tens of billions in equipment through early 2028 and likely over $100B long term. The Tesla and SpaceX cost split is not yet set."},{"label":"Robotaxi app enrollment strings (reported, unconfirmed)","value":"An app tracker reported on Oct 21, 2026 that the Robotaxi app has strings to enroll a vehicle in the Robotaxi network. From a partial decompile, not confirmed by Tesla."},{"label":"FSD attach rate (company-stated, Q3 2026)","value":"Over 75% of Q3 2026 North America deliveries included paid FSD (Supervised), up about 20 points from Q2. Active FSD subscriptions reached 1.74M, up 67% year over year."},{"label":"Megapack 2027 supply (CEO-claimed, Oct 2026)","value":"Musk said on the Q3 2026 call that Tesla is almost sold out of all Megapacks for 2027 and is ramping production as fast as possible."},{"label":"Project Crystal Sun solar plant (reported, site not final)","value":"Proposed $10.1B solar cell and module plant in Fort Bend County, TX, with 9,712 jobs by 2033 and operations from Q1 2029. A site in another state is also in the running."},{"label":"Q3 2026 financial results (company-stated)","value":"Revenue $28.05B, flat year over year. GAAP net income $787M, down 43%. Operating margin 2.6%. Free cash flow $1.53B. Cash and investments $45.4B at Sep 30 2026."},{"label":"Energy segment Q3 2026 (company-stated)","value":"Energy revenue fell 16% to $2.88B on 13.7 GWh deployed, partly due to tariff-related customer refunds. Segment gross margin was about 33%."},{"label":"Megafactory Texas and LFP cells (company-stated, Q3 2026)","value":"Megafactory Texas began production with 50 GWh of planned capacity. Tesla shipped its first Megapacks built only with its own LFP cells from Nevada, where 7 GWh of capacity is in early ramp."},{"label":"Megapack sales to SpaceX, 2026 (company-stated)","value":"Tesla recognized $221M in Q3 and $626M in the first nine months of 2026 from SpaceX Megapack purchases, and had billed $588M for Megapacks not yet delivered at Sep 30."},{"label":"Crystal Sun county incentives (county-approved, Oct 2026)","value":"Fort Bend County approved four incentive agreements 4-0 on Oct 22, 2026: a 10-year full county tax abatement on equipment, then 90% county tax rebates for 20 years. Tesla has not chosen the site."},{"label":"Crystal Sun incentive deadlines (county agreement)","value":"Tesla must start construction by Jun 30, 2027 and begin commercial operations by Dec 31, 2030, subject to force majeure or grid connection delays."}],"aliases":["Tesla Inc","Tesla Motors","Tesla Optimus","Tesla FSD","Tesla Cybercab","Tesla Robotaxi"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"TSLA","stockExchange":"NASDAQ","secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":134785,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-10-25T14:55:24.088Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/tesla-optimus-fremont","url":"https://registry.deploy.report/deployments/tesla-optimus-fremont","name":"Tesla Optimus at Fremont","identifier":"8cdd2794-c839-497d-8f11-d798bb1f0d8f","startDate":"2024-09-01T00:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/fremont","name":"Fremont"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/tesla","name":"Tesla"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/tesla-optimus","name":"Tesla Optimus"},"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":3,"primary_source_types":["primary-sec-filing"]}}}