PRDProductsStrategy

Optimus

2 mentions across all digests

Tesla's first-generation humanoid robot with planned production of 1M units/year at Fremont and 10M/year at Gigafactory Texas.

/// Stats

First Seen2026-04-10

Last Seen2026-04-22

Total Mentions2

Subject Mentions1

Last 7 Days0

Sources2

Peak Relevance5/5

Active Predictions1

/// Recent Stories

2026-04-10HIGH

Robots eat cars

Tesla ends Model S/X production to manufacture Optimus humanoid robots at $20,000 per unit, targeting 10 million annual units across Fremont and Giga Texas.

2026-04-22HIGH

Tesla’s revenue rises again as it prepares for more AI and robotics

Tesla pivots manufacturing capacity from cars to Optimus humanoid robots (1M units/year rising to 10M), backing the bet with Dojo 3 space-based AI infrastructure.

/// Predictions

medium

Tesla converting Fremont from Model S/X production to Optimus humanoid robot manufacturing will trigger at least 2 other major automakers (from Hyundai, BMW, Toyota, or Honda — all with existing robotics programs) to announce dedicated humanoid robotics production lines or factory conversions by end of Q3 2026.

PENDING2026-04-11

/// Connected Entities

ORGTesla

2 shared