Musk teases first fully autonomous Optimus demo in 1-2 months; V3 ramp seen hitting millions by 2030
Rewkang · x · 2026-10-28
Elon Musk announced that Tesla's first fully autonomous Optimus demonstration video will drop within 1-2 months, per Rewkang citing a widely-followed Optimus analyst.
The quoted discussion claims V3 hardware is basically frozen, with remaining pain points in hands, joints and robot fingertip skin (including a fingertip-skin patent), plus a theory that Tesla will reveal V3 with roughly 5,000 robots. It also covers the AI5 chip and DRAM change and a dedicated Optimus factory at Giga Texas.
Capacity ramp estimate: 10-20k units/year in 2026, 100k in 2027 (V3 reveal Q2 2027), 1M by 2029, and millions per year by 2030.
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