Musk says Optimus mass production still faces a long ramp as Tesla rebuilds the supply chain
创业邦 · wechat · 2026-07-24
- Musk said Optimus is one of Tesla’s biggest projects ever, but mass production still faces major challenges because nearly every part of the manufacturing stack has to be rebuilt from scratch.
- Tesla is building out the Optimus supply chain and the Fremont robot production line is reportedly progressing well.
- He warned that ramping output will likely follow a typical manufacturing S-curve, with a long early plateau because many parts and processes are brand new.
- Musk framed Optimus as a key part of Tesla’s AI strategy and a future growth engine for the company.
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