The launch is getting closer: Tesla announced that the initial production line for its humanoid robot, Optimus, is already operating at the company’s Fremont factory, and that a large-scale, third-generation production line will open in 2026. At the same time, the company reported that it is testing its robots in internal facilities and offices for daily use. According to Tesla, the ultimate goal is to reach a production cost of $20,000 per unit — a figure that would make the world’s first humanoid robot for the mass market relatively affordable.
This announcement did not come out of nowhere. In recent weeks, reports have surfaced of a particularly large order of linear actuators — critical components for robot joints — from Chinese suppliers. The order suggests that Tesla has completed the final design phase of the Optimus V3 model and is preparing for mass production. Reports from the Chinese industry indicate that solutions to problems in the robot’s hands — long considered an engineering bottleneck — have already been successfully tested, and that the next-generation hand design now allows for much more precise and delicate movement.
Meanwhile, a new video released by Tesla has once again sparked online curiosity: The robot is seen performing kung fu exercises and real-time balance training, including reacting to a push and fully recovering without falling. This demonstration highlights significant improvement in speed, balance, and coordination, marking a transition from accelerated experimental systems to real-time autonomous control.
At the core of Optimus is an array of cameras and sensors that generate a 3D model of its surroundings, allowing it to identify objects and people and move through complex environments. At the same time, Tesla’s artificial intelligence system — built on the vast knowledge gained from autonomous driving development — converts simple commands such as “pick up this box” or “place the tool on the shelf” into a series of complex actions involving weight estimation, grip planning, balance control, and joint coordination.
Mechanically, the new generation of Optimus is built on a lighter frame, enabling it to carry medium loads for extended periods without fatigue. The compact electric joints, powered by dense actuator systems and advanced pressure sensors, give it flexibility and stability even on slippery surfaces. Tesla plans for the robot to operate for long hours continuously without overheating — a crucial requirement for industrial use.
One of the key open questions is how efficient and durable the robot will be compared to a human worker. According to estimates, Tesla will need to prove that the robot can work a full day without recharging or malfunctioning, and that its maintenance is simple and inexpensive. The company is expected to begin using the robots internally at its own manufacturing facilities to collect data and improve performance before any commercial release.
Meanwhile, competitors are not waiting around: Figure AI is already deploying humanoid robots in car factories and promoting the integration of movement and language comprehension. Agility Robotics operates a bipedal robot production line in Oregon for logistics purposes, and Texas-based Apptronik is testing its Apollo model. In China, competition is also fierce: Jack Ma’s Ant Group recently unveiled R1, a robot that cooks and serves food — though still at a fairly basic level.
Tesla enjoys a significant advantage over all of them — combining advanced AI, extensive experience with cameras and sensors from autonomous vehicles, and a massive in-house manufacturing infrastructure. Elon Musk summed up his vision simply: “Robots that perform any task that is repetitive, dangerous, or simply boring.” According to him, the company’s goal is to bring the robot’s cost down to $20,000 — roughly the price of a small new car.
The first generation of robots, which will likely appear during 2026, will be intended for internal use and for large industrial companies only. Later on, if they prove stable and durable, consumer models are expected to reach households — assisting with daily tasks such as folding laundry, cleaning, or caring for the elderly.