He said Tesla would probably have a prototype sometime next year.
"we'll probably have a prototype sometime next year"
He said Optimus deliveries to customers are likely towards the end of 2027.
"we'll probably have a prototype sometime next year"
"are building a humanoid robot that will"
"make a useful humanoid robot"
"sort of worker droid"
"Like less than a car"
"I think we have a shot at being in production for version one of Optimus, hopefully next year."
"Our goal is to make a useful humanoid robot as quickly as possible."
"It's literally the first time the robot has operated without a tether was on stage tonight."
"useful humanoid robot"
"So the same AI that drives the car, which you can think of the car really as a robot on wheels and this is a robot on legs."
"So my prediction is that Tesla's long term value will be a majority of long term value will be Optimus."
"When a Neuralink is combined with Optimus robot limbs, the Luke Skywalker solution can become real."
"I don't think anyone's going to do it better than Tesla, not by a long shot."
"at some point the robots will manufacture the robots."
"Optimus a year ago could barely walk and now it can do yoga."
"Neuralink plus Optimus has potential for incredible artificial limbs"
"Important note: Optimus cannot yet do this autonomously, but certainly will be able to do this fully autonomously and in an arbitrary environment (won’t require a fixed table with box that has only one shirt)"
"2 years to meet, 3 years to beat No acquisitions, Optimus is a startup"
"Optimus limbs, replacing lost human limbs, could ultimately be controlled with superhuman dexterity by an implanted Neuralink. Deus Ex / Cyberpunk irl."
"I think we may be able to sell it externally by the end of next year."
"Tesla is best positioned of any humanoid robot maker to be able to reach volume production"
"No real limit, because an economy is productivity per capita times capita. Intelligent humanoid robots uncork capita."
"My prediction is that a majority of Tesla's long term value will be optimus."
"I think the build rate will be probably something ultimately like a billion year."
"I’m curious to read this. The more I think about robotaxis and humanoid robots, the more absurd the valuation becomes."
"😂 Once Tesla fully solves autonomy and has Optimus in volume production, anyone still holding a short position will be obliterated. Even Gates."
"The new Optimus design, which will be complete later this year, is something special"
"Tesla will have genuinely useful humanoid robots in low production for Tesla internal use next year and, hopefully, high production for other companies in 2026"
"we expect to have several thousand Optimus robots produced and doing useful things by the end of next year in the Tesla factories and then in 2026 ramping up production quite a bit."
"we expect to have Optimus production version one and limited production starting early next year."
"it's probably on the order of five five years yeah uh maybe six to get to a million units a year"
"you should be able to buy an Optimus robot for I think probably $20,000 to $30,000 long-term."
"Optimus and autonomous cars only get better from here"
"I feel confident saying that we have most advanced humanoid robot by long shot."
"Well, Optimus is already doing some tasks in the factory and the scope of its ability is increasing rapidly. The toughest part by far is improving the design of Optimus for ease of manufacturing and tooling up a complex supply chain, so it can be made in significant numbers."
"Optimus is a very sophisticated robot. It will be immensely difficult to get the cost to $20k. Not easy at all, but it will eventually happen. Production volume needs to be above 1M/year for that. Price will be driven by demand, but eventually even price will get to ~$20k."
"I forgot to mention that Optimus was doing this while “blindfolded”. We haven’t yet made vision part of the control loop for uneven terrain. Optimus robots are regularly cruising around our workplace in Palo Alto where vision is used for static & dynamic object avoidance."
"Optimus can now walk on highly variable ground using neural nets to control its electric limbs. Join @Tesla if you want to work on interesting real-world AI systems."
"It will even do your laundry when Optimus is available!"
"the normal internal plan calls for roughly 10,000 Optimus robots to be built this year."
"for this year we expect to just close the loop with Optimus being used internally at Tesla."
"the current line that we're designing is for roughly 1000 units a month of Optimus robots."
"But will we succeed in making several thousand? Yes, I think we will."
"Optimus is not design locked."
"production version two, which I think launches sometime next year."
"prototypes are trivial basically. Prototypes are easy. Production is hard."
"we're always going to be in the we can't build enough situation. Demand will not be a problem."
"those Optimus in use at the Tesla factories for production design one will inform how what we change for production design two"
"meaning like aspirationally, an order of magnitude ramp per year."
"with Tesla building the most advanced humanoid robot"
"So this year, we hopefully will be able to make about 5,000 Optimus robots."
"my prediction is that on this front is that Optimus will be the biggest product of all time by far"
"But when did they start vs when did we form the humanoid robotics team at Tesla?"
"The rate of improvement is indeed rapid. There will be a legion of Optimus robots this year."
"we expect to have thousands of Optimus robots working in Tesla factories by the end of this year"
"2030, I feel confident in predicting a million Optimus units per year. It might be 2029."
"it'll move as fast as the slowest and least lucky component in the entire thing."
"anyone here tells you they can predict with precision the production ramp of a truly new product is, doesn't know what they're talking about."
"almost everything in Optimus is new. There's not like an existing supply chain for the motors, gearboxes, electronics, actuators."
"I think feel confident in getting to a million units per year in less than five years, maybe four years."
"Optimus is still very much a development program."
"It does this every day in our Palo Alto lab. And multiple Optimus robots walk around the office 24/7 with no one watching over them, charging themselves as needed."
"Not correct. We are building a production line to enable 1000/month Optimus production, but that is still many months away."
"So many improvements to come in the next design of Optimus"
"Optimus V3 is going to be 🤌 Excellent review w @Tesla_Optimus team"
"version three of option I think is the right design to go to volume production"
"That’s Optimus 2.5. Optimus 3 will have agility roughly equal to an agile human."
"It’s much bigger than that because everyone will want at least one Optimus personally. Who wouldn’t want their own personal R2-D2/3CPO?"
"once you hit a million units per year uh is probably around the $20,000 range"
"Optimus is a hard problem in engineering, design and especially manufacturing"
"We haven’t shown Optimus V3 yet. It is sublime. The second two images are V2 and V2.5."
"Optimus is twice the weight and almost impossible to knock over"
"Tesla is working hard on scaling Optimus"
"Great @Tesla_Optimus engineering & manufacturing review today! Imagine having your personal C-3PO & R2-D2 … Optimus will be even better."
"starting production hopefully some next year"
"labor and materials to be 20 to 30,000 in current year dollars"
"who wouldn't want their own personal C3PO"
"I think it's it's going to literally get to 100 million a year"
"Looks like we can bring power consumption down closer to 250 Watts, which is a big deal for Optimus. Important to note that AI5 is a specialized inference chip for the Tesla AI software. That said, it will perform – for our purposes – much better than anything else available. To borrow Jensen’s phrase, we wouldn’t use any other chip in our cars and robots even if they were free!"
"Optimus 3 is an exquisite work of art"
"Government healthcare is like having the DMV as your doctor. Grok and Optimus will provide incredible healthcare for all."
"The Optimus hardware and @teslasi team are doing incredible work!"
"we'd be selling humanoid robots uh to the public"
"there will be initially a scarcity of robots and then there will be robots will be plentiful"
"Optimus will be amazing for protecting and taking care of your elderly parents"
"Also, due to autonomy, Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude."
"But I'm confident that we'll get to a million units a year in Fremont of Optimus 3."
"There is possible future where Optimus and space AI vastly exceed the current goods & services output of Earth"
"Optimus 4 will be built in Texas at much higher volume"
"Optimus 3 is the right version of the robot to produce something on the order of a million units a year"
"Yes. Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet."
"But clearly there is a lot of work to do before Optimus is capable of doing so 😂"
"Optimus will be the biggest product ever"
"we'll start production on Optimus three this summer"
"This is going to be the hardest product to scale manufacturing that we've ever made at Tesla"
"Optimus will be epic"
"One day, Optimus + Grok will provide incredible medical care to all the people of Earth"
"the initial part of that scurve of of production ramp is going to be very slow at the beginning"
"We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6). This was the only way to get enough volume for Optimus production and greatly reduces cost. As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant)."
"Actually, we decided to nudge AI5 up a little to 96GB, as Tesla would otherwise be the only company using the min RAM version of LP5"
"Optimus and Cybercab will be the vast majority of Tesla’s value."
"I do expect these issues to be solved around the end of next year. So that's the time to expect when we're delivering Optimus to companies outside of Tesla."
"But I would expect that it takes us probably at least a year, maybe a little longer to get to that annualized rate"
"I'd be stunned if anyone has a robot that is remotely competitive with Optimus when we go, when we start delivering it to customers, which is likely to be towards the end of next year."