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RoboticsMAG 8Bearish
•
2026-09-25•1 min read

Tesla Kills Model S and X Lines to Build Hundreds of Optimus Robots a Week

Zubiqo Take
QuoteThreads

"Tesla sacrificed its flagship luxury car lines to mass-produce a humanoid robot that still requires days of training just to learn basic movements."

Tesla Kills Model S and X Lines to Build Hundreds of Optimus Robots a Week
📷 Image Source: Electrek
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Executive Summary

  • •Tesla is building hundreds of Optimus robots per week at Fremont after ending its Model S and X production lines.
  • •Output is up 10x from Q2 with internal managers targeting over 1,000 units a week by the end of the year.
  • •The robots still struggle with failing touch sensors and an AI brain that cannot reliably handle generalized tasks.

Community Sentiment

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Key Developments & Data

Tesla is reportedly building several hundred Optimus humanoid robots per week at its Fremont factory, a 10x increase from its Q2 output. Managers are aiming for a continuous automated line capable of producing more than 1,000 robots a week by the end of the year, with an eventual target of 20,000 a week. The company ended production of its flagship Model S and Model X vehicles in early May, converting that factory space for Optimus and pulling engineers onto the robot program. The current hardware faces massive durability bottlenecks, with the hand and forearm containing over 100 screws and small components that workers must still assemble by hand. The AI cannot reliably handle a wide range of tasks yet, so Tesla intends to lease the hardware to a short list of partner companies to gather fleet data.
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Zubiqo Strategic Assessment

Primary Impact

Automotive manufacturing and industrial robotics sectors, as Tesla sacrifices high-margin EV production space for an unproven humanoid hardware program.

Strategic Shift

The pivot from selling fully baked commercial hardware to leasing incomplete physical robots in order to crowdsource the AI training data required to make them functional.

The Ripple Effect

Suppliers of precision gears and miniature motors will struggle to meet Tesla's rapid volume scaling, leading to widespread reliability failures in early partner deployments.

This intelligence assessment is generated by Zubiqo's AI for informational purposes only.

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#tesla#optimus#manufacturing#ai
Read original on Electrek
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Synthesized across 1,500+ daily market sources with human editorial oversight under Zubiqo's standards.

Event Magnitude8 / 10
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