FEATUREDAI HOT (Curated Pool)· aihot-apiZH15:48 · 07·09
→Tesla's Optimus Gen 3 reportedly finalized; Musk demands 2,000–2,500 units/week by year-end or he'll replace the entire procurement team
Per LatePost and supply chain sources, Tesla issued parts procurement guidance for Optimus: ramp to 1,000 units/week by September and 2,000–2,500/week by year-end, implying ~100k units/year capacity. At a late-June exec meeting, Musk approved the final Optimus Gen 3 design and said he'd fire the entire procurement team if the year-end target isn't met. The Fremont factory's former Model S/X line is now the robot line; concrete orders for hundreds of units in August are already placed. Musk himself tempered expectations, saying initial production will be 'extremely slow' because everything is new and the robot involves ~10,000 unique parts.
#Robotics#Tesla#Elon Musk#Optimus
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editor take
Tesla told suppliers to hit 1,000 Optimus units/week by September and 2,500 by year-end; Gen 3 design is now locked.
sharp
The reason to click: concrete numbers for the first time. Tesla wants suppliers at 1,000 units/week by September and 2,000–2,500 by year-end — that's roughly 100k units/year of parts capacity. Orders for hundreds of units in August are already placed, and the Fremont Model S/X line is now the robot line.
Musk himself tempered it, saying initial production will be 'extremely slow' because Optimus involves ~10,000 unique parts and everything is new. I'd read these as two signals: the procurement guidance is a hard target for suppliers, and Musk's public comment is expectation management for the market. Whether they actually hit 2,500/week by December depends on line debugging and part yields, which the article doesn't cover — I wouldn't get too excited yet.
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