Humanoid Robot Tracker

Tesla

US · 7 promises, 3 past deadline · 5 robot models

Listed: TSLA (Nasdaq, USD)

Shipments

PeriodRobotsBasis
202450 shippedestimate · Omdia
2025150 shippedestimate · Omdia

Analysts and makers count differently; compare figures from the same source only.

Promises

Deadline moved

Have Optimus performing useful tasks in Tesla factories before year-end 2024

“doing useful tasks before the end of this year”
Elon Musk, 23 April 2024 · Q1 2024 earnings call; independently published transcript
Deadline: 2024 (“before the end of this year”)
Musk called his timing estimates guesses.
In July 2024 Musk moved low-volume production for internal use to 2025.
Replaced by a later promise: see the new deadline
Said: Teslarati, 24 April 2024
Outcome: Reuters via Investing.com, 22 July 2024
294 days past deadline

Produce useful Optimus robots at low volume for Tesla internal use in 2025

Elon Musk, 22 July 2024 · X post reported by Reuters
Deadline: 2025 (“next year”) · Deadline moved once before
"Next year", said in July 2024.
On the January 2026 earnings call, Musk said Optimus did basic tasks in Tesla factories but that its use was still developmental, not material.
Said: Reuters via Investing.com, 22 July 2024
Outcome: Stock Analysis
294 days past deadline

Build roughly 10,000 Optimus robots in 2025 (internal plan)

“The normal internal plan calls for roughly 10,000 Optimus robots to be built this year.”
Elon Musk, 29 January 2025 · Q4 and FY 2024 earnings call
Deadline: 2025 (“by the end of December this year”) · Promised: ~10,000 built in 2025
Musk added that several thousand was more likely than exactly 10,000. A build target, not customer shipments.
In January 2026 Musk described Optimus as still in R&D. Tesla has not published a 2025 build count; Omdia estimated Tesla shipped 150 humanoid robots in 2025.
Said: Tesla · Stock Analysis
Outcome: Stock Analysis · Omdia, 8 January 2026
Optimus Gen 3 / V3Deadline moved after 22 days overdue

Unveil Optimus Gen 3 in Q1 2026

“we plan to unveil”
Tesla, 28 January 2026 · Q4 and FY 2025 shareholder update
Deadline: Q1 2026 (“In Q1 of this year”)
On the April 2026 earnings call, Musk said the reveal would move closer to production, around mid-2026.
Replaced by a later promise: see the new deadline
Said: Tesla, 28 January 2026
Outcome: Stock Analysis
Optimus Gen 3 / V3Open · 71 days left

Start Optimus Gen 3 production before the end of 2026

“start of production”
Tesla, 28 January 2026 · Q4 and FY 2025 shareholder update
Deadline: 2026 (“before the end of 2026”)
Start of production only; no volume or customer deliveries promised.
Said: Tesla, 28 January 2026
Optimus Gen 3 / V351 days past deadline

Show Optimus V3 around mid-2026

Elon Musk, 22 April 2026 · Q1 2026 earnings call
Deadline: August 2026 (“around mid-2026, possibly closer to production”) · Deadline moved once before
Musk tied the reveal to Fremont production, which he placed in late July or August 2026; read as the end of August.
Said: Stock Analysis

Robot models

Illustration

Optimus · 2021

Tesla Bot (concept)

Tesla's first humanoid announcement, at AI Day in August 2021: a concept and a person in a robot suit, with no working robot shown.

Official video · youtube.com

No maker-stated specifications on record yet.

  1. 19 August 2021Revealed · Tesla · Concept announcement; no robot shown.
Illustration

Optimus · 2022

Bumblebee / Bumble-C development prototype

The first walking Optimus development prototype, built largely from off-the-shelf parts and shown walking on stage at Tesla AI Day in September 2022.

Official video · youtube.com

No maker-stated specifications on record yet.

  1. 30 September 2022Revealed · Tesla · Walking development prototype, shown at Tesla AI Day.
Illustration

Optimus

Optimus Gen 3 / V3

The next Optimus generation. Tesla planned to unveil it in early 2026, then said around mid-2026, closer to production. It had not been shown publicly as of October 2026.

Official page · tesla.com

No maker-stated specifications on record yet.

No dated milestones yet.