Tesla says Optimus robot production has begun in Fremont
The company's third-quarter report calls the robots 'production-quality'; profit fell 43% from a year earlier.
Tesla has started producing its Optimus humanoid robot on high-volume lines at its Fremont factory, the company said in its third-quarter shareholder update filed Oct. 21.
"The bots coming off this line are the first production-quality bots that we have manufactured," the company wrote. Tesla said it will keep changing the hardware and manufacturing process but has shown the process is "suitable for a commercial product." Tesla has stated that, initially, all robots produced will be used by Tesla internally and that they expect to have robots for sale to other companies and the general public around the end of 2027. Musk said Tesla is shooting for producing about 20,000 robots per week but it might take more than a year to ramp up to that rate. Musk has also suggested an eventual price of $20,000 to $30,000 per robot.
For the quarter, Tesla reported $28.0 billion in revenue, about flat with a year earlier, and $787 million in net income for common shareholders, down 43% from $1.37 billion. It delivered 486,532 vehicles, down 2%. The company also said it began Robotaxi rides in Austin using its Cybercab vehicle on Sept. 3.
Source: Tesla, "Q3 2026 Update," filed with the SEC Oct. 21, 2026.