Musk: Optimus Mass Production Will Be Extremely Slow at Start as Technologies Are All Newly Developed

MT Newswires Live11:57

Tesla CEO Musk posted a photo from the Optimus humanoid robot production line at the Fremont, California factory and said initial mass production will be extremely slow because all technologies are newly developed, adding it is not like manufacturing cars.

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Comments

  • qunz
    12:14
    qunz
    Excuses loading again for delays
  • Lappi
    12:09
    Lappi
    Tesla is targeting production capacity of 1 million robots per year, capacity that could match roughly half its entire 2025 vehicle output, but for an unproven product. A slower ramp doesn’t just delay revenue, it stretches the burn on a parallel manufacturing buildout (Fremont plus a second, larger factory at Giga Texas targeting summer 2027, with long-term capacity of 10 million units annually) while that capacity sits underutilized. Slower ramp = capex committed earlier than revenue arrives = worse near-term free cash flow. This is structurally similar to the AI hyperscaler capex-vs-payback tension
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