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Tesla Optimus has begun initial production in Fremont and plans to manufacture approximately 10000 to 20000 units for practice and training. Musk said that hand hardware, onboard AI and software maturity remain the main bottlenecks to scaled delivery.
PANews reports that ARK Invest updated Tesla's open-source valuation model, with the base case projecting a per-share value of approximately in 2031 4400 USD, and expecting that Robotaxi will contribute approximately 80%to enterprise value.
Musk said on X that Optimus humanoid robots and Cybercab robotaxis will account for the vast majority of Tesla's value in the future, and said that the Roadster will still move forward.