Overview

• Tesla published a newly updated master plan that, for the first time, explicitly centers humanoid robots and states the company is bringing AI into the physical world.
• Near-term milestones include building 5,000 Optimus units in 2025 on a pilot line in Fremont and unveiling Optimus 3 prototypes by year‑end.
• Elon Musk has offered a rough estimate that external deliveries of Optimus could begin in the second half of 2026.
• Tesla also targets scaling Optimus production to about one million units annually within five years, a goal presented as aspirational.
• The push toward robotics follows weaker auto results, with Q2 2025 revenue down 16% year over year and global vehicle deliveries off about 13% in the first half, including a 40% July drop in Europe reported by local outlets.