Robotics Tesla says Optimus production starts at Fremont in late July
Tesla plans to start Optimus V3 production at Fremont in late July on the former Model S/X line, with Musk warning early output will be slow and hard to forecast.
New robots, new capabilities. Tracking what's coming for the workforce.
Robotics Tesla plans to start Optimus V3 production at Fremont in late July on the former Model S/X line, with Musk warning early output will be slow and hard to forecast.
Robotics Tesla is ending Model S and Model X production at Fremont to convert the lines to Optimus humanoids, with Gen 3 mass production targeted for summer 2026.
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.
Robotics Tesla just confirmed Shanghai will help mass-produce its Optimus humanoid at $20–30k a unit, targeting 1 million per year. The Model S line is being repurposed. Your next coworker may not need a parking spot.