Overview
- On Tesla’s latest earnings call, Elon Musk positioned Optimus as a major future profit driver and claimed it could become an “incredible surgeon.”
- Tesla confirmed the third‑generation Optimus design freeze is delayed to the first quarter of next year, with Optimus 3.0 targeted for early 2026 and a goal of one million units annually.
- To date, Tesla has not demonstrated surgical capabilities for Optimus, with public demos limited to simple tasks like basic martial arts moves, egg handling, and slow item delivery.
- A LatePost report citing a Tesla supply‑chain source says dexterous hands used in parcel‑sorting training lasted about six weeks and cost over $6,000 each, implying high replacement costs not including power.
- Separately, China’s Unitree introduced the H2 humanoid with a more humanlike face that drew some “scary” reactions, and its CEO said the R1 is ready for mass production with shipments expected from late 2025 to early 2026.