Optimus

Following Tesla's Q4 2025 earnings announcement to repurpose factories for Cybercab robotaxis and Optimus robots, CEO Elon Musk warned on X of 'agonizingly slow' early production rates due to the projects' novelty, though he expects eventual rapid scaling. This tempers expectations amid Tesla's push into AI and autonomy.

2026년 01월 30일 AI에 의해 보고됨

In its Q4 2025 earnings call, Tesla announced plans to repurpose Model S and X assembly lines at Fremont for 1 million Optimus 3 units annually and ramp high-volume Optimus V4 production at Giga Texas. CEO Elon Musk highlighted the robot's learning capabilities via observation and video, upcoming Gen 3 unveiling, and challenges like scaling amid Chinese competition, backed by $20 billion in 2026 capex.

At the World Economic Forum in Davos, Switzerland, Tesla CEO Elon Musk stated that the company plans to sell its Optimus humanoid robots to the public by the end of 2027. He emphasized the robots' expected high reliability and versatility once released. The announcement led to a more than three percent rise in Tesla's stock price.

2026년 01월 21일 AI에 의해 보고됨

Tesla shares experienced volatility on January 21, 2026, dropping about 4% initially before rebounding nearly 3%, following CEO Elon Musk's comments on the slow start to production for the Cybercab robotaxi and Optimus humanoid robot. Musk described the early ramp-up as 'agonizingly slow' due to the novelty of the technologies. Investors await the company's Q4 earnings report on January 28 for more details on timelines and regulatory hurdles.

Hyundai Motor Group has appointed Milan Kovac, the former head of Tesla's Optimus humanoid robot program, as a group adviser and outside director for its robotics subsidiary Boston Dynamics. The move comes amid Hyundai's push into advanced robotics following the unveiling of its next-generation Atlas robot at CES 2026. Kovac's departure from Tesla in June 2025 had already disrupted the company's humanoid robot efforts.

2026년 01월 16일 AI에 의해 보고됨

Elon Musk posted an AI-generated video on X featuring himself dancing alongside Tesla's humanoid robot Optimus. The clip, created with his Grok AI system, shows the pair in matching outfits grooving to music. It has sparked online remixes and discussions about the robot's development.