New robots, new capabilities. Tracking what's coming for the workforce.
Robotics Six months ago, Optimus dropped the water bottles on a Miami stage. Five weeks before the Fremont robot line starts up, it can hand them to a person without dropping them. The trajectory is the product.
Robotics In early May 2026, Tesla rolled the last Model S and Model X off the Fremont assembly line — ending a 14-year and 11-year run respectively. The same line is being torn down and reinstalled as the first-generation Optimus production line, targeted at one million humanoid robots a year. The retool window is four months. The Optimus V3 reveal lands in late July. The car factory that built California's electric-vehicle myth is now the robot factory.
Robotics On Tesla's Q1 2026 earnings call, Musk confirmed the last Model S and Model X roll off Fremont in early May — ending 14 and 11 years of production — so the lines can be dismantled and rebuilt to make Optimus V3 humanoids starting in late July.