Musk freeing a million-vehicle production line for robot mass-production signals major AI hardware scaling.
Context
What happened: Tesla confirmed initial production of Optimus humanoid robots at its Fremont factory, where the Model S/X line was dismantled to make room. Musk plans to build 10,000 to 20,000 units first and send them to an "Optimus Academy" for training.
Key numbers: Fremont line planned at 1 million units per year; target of about 20,000 per week needs
Why it matters: Musk said Optimus could become the largest product on Earth, with robots possibly outnumbering humans. He expects AI capability, hardware design, reliability and lifespan issues to be largely resolved by around end of 2027.