Everything we know about Optimus, the Tesla Robot

By Kevin Armstrong
Optimus carrying a package using Tesla Vision
Optimus carrying a package using Tesla Vision
Tesla (Edited by Not a Tesla App)

Elon Musk started Tesla's AI Day 2022 by saying, "I want to set some expectations with respect to our Optimus Robot," just before the doors opened behind him. A robot walked out, waved at the audience, and did a little dance. Admittedly a humble beginning, he explained, "the Robot can actually do a lot more than what we just showed you. We just didn't want it to fall on its face." Musk's vision for the Tesla Robot, "Optimus is going to be incredible in five years, ten years mind-blowing." The CEO said other technologies that have changed the world have plateaued; the Robot is just starting.

Tesla's CEO envisions Optimus eventually being like Commander Data, the android from Star Trek the Next Generation, except it "would be programmed to be less robot-like and more friendly." Undoubtedly there is a long way to go to achieve what Doctor Noonien Soong created in Star Trek TNG. What was demonstrated onstage wasn't at that level, but several videos throughout the presentation highlighted what the Robot is capable of at its very early stage in development. The audience watched the Robot pick up boxes, deliver packages, water plants and work at a station at the Tesla factory in Fremont.

Development over 8 Months

The breakdown of some of the systems of the Tesla Robot
The breakdown of some of the systems of the Tesla Robot
Tesla (Edited by Not a Tesla App)

The first Robot to take the stage at AI Day was not Optimus, but Bumble C, another acknowledgement to The Transformers, as Bumble Bee played a significant role in that franchise. However, Bumble C is far less advanced than Optimus, who did appear later but was on a cart.

Several Tesla engineers took turns on the microphone describing some of the most complex elements of the project that was first announced one year ago. Perhaps the best description of the project was the company moving from building a robot on wheels to a robot on legs. However, that may be oversimplifying. For example, the car has two motors, and the Robot has 28 actuators.

Overall Design and Battery Life

Tesla's brightest demonstrated how the production has come to life over the past eight months. It seems this group of computer masterminds had to become anatomist experts as Tesla took hints from the human body to create a humanoid robot. That is an essential factor in creating Optimus. Everything people interact with is made usable by a human, with two legs, two arms, ten fingers etc. If the Robot differed from what the world is already designed for, everything would have to change. However, recreating the human body and its countless movements would take far too long, so Tesla has stripped it down to less than 30 core movements, not including the hand.

Like the human torso contains the heart, the Robot's chest holds the battery. It's projected that a single charge would provide enough for a full day's work with a 2.3-kilowatt-hour battery. All the battery electronics are integrated into a single printed circuit board within the pack. That technology keeps charge management and power distribution all in one place. Tesla used lessons learned from vehicle and energy production to create the battery allowing for streamlined manufacturing and simple and effective cooling methods.

Autopilot Technology

Tesla showed what the Robot sees, and it looked very familiar. That's because the neural networks are pulling directly from Autopilot. Training data had to be collected to show indoor settings and other products not used with the car. Engineers have trained neural networks to identify high-frequency features and key points within the Robot's camera streams, such as a charging station. Tesla has also been using the Autopilot simulator but has integrated it for use with the Robot programming.

Tesla shows off what the Optimus robot sees
Tesla shows off what the Optimus robot sees
Tesla (Edited by Not a Tesla App)

The torso also contains the centralized computer that Tesla says will do everything a human brain does, such as processing vision data, making split-second decisions based on multi-sensory inputs and supporting communications. In addition, the Robot is equipped with wireless connectivity and audio support. Yes, the Robot is going to have conversations, "we really want to have fun, be utilitarian and also be a friend and hang out with you," said Musk.

Motors Mimic Joints

The 28 actuators throughout the Robot's frame are placed where many joints are in the human body. Just one of those actuators was shown lifting a half-tonne nine-foot concert grand piano. There have been thousands of test models run to show how each motor works with the other and how to effectively operate the most relevant actuators for a task. Even the act of walking takes several calculations that the Robot must make in real-time, not only to perform but also appear natural. The robots will be programmed with a locomotion code; the desired path goes to the locomotion planner, which uses trajectories to state estimations, very similar to the human vestibular system.

Human hands can move 300 degrees per second and have tens of thousands of tactile sensors. Hands can manipulate anything in our daily lives, from bulky, heavy items to something delicate. Now Tesla is recreating that with Optimus. Six actuators and 11 degrees of freedom are incorporated into the robot hand. It has an in-hand controller that drives the fingers and receives sensory feedback. The fingers have metallic tendons to allow for flexibility and strength. The hands are being created to allow for a precision grip of small parts and tools.

Responsible Robot Safety

Musk wanted to start AI day with the epic opening scene from Terminator when a robot crushed a skull. He has heard the fears and people warning, "don't go down the terminator path," but the CEO said safety is a top priority. There are safeguards in place, including designs for a localized control ROM that would not be connected to the internet that can turn the Robot off. He sees this as a stop button or remote control.

Optimus Price

Musk said the development of Optimus may broaden Tesla's mission statement to include "making the future awesome." He believes the potential is not recognized by most, and it "really boggles the mind." Musk said, "this means a future of abundance. There is no poverty. You can have whatever you want in terms of products and services. It really is a fundamental transformation of civilization as we know it." All of this at a price predicted to be less than $20,000 USD.

Tesla Shows Off its First Robot at AI Day 2

Tesla Updates Robotaxi App: Adds Adjustable Pick Up Locations, Shows Wait Time and More [VIDEO]

By Karan Singh
Nic Cruz Patane

Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.

The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.

How Adjustable Pickups Work

We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.

Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.

This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.

Release Notes

While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.

Tesla included these release notes in update 25.7.0 of the Robotaxi app:

  • You can now adjust pickup location

  • Display the remaining wait time at pickup in the app and Live Activity

  • Design improvements

  • Bug fixes and stability improvements

Nic Cruz Patane

Why Predetermined Pick Up Spots?

The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.

This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.

An optimal pickup point likely has several key characteristics identified by the fleet, including:

  • A safe and clear pull-away area away from traffic

  • Good visibility for cameras, free of obstructions

  • Easy entry and exit paths for an autonomous vehicle

This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.

Frequent Updates

This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.

Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.

Tesla Will Face $2 Billion in Lost Profit as 'Big Beautiful Bill' Kills EV Credits

By Karan Singh
Not a Tesla App

The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.

The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.

How the ZEV Credit System Works

Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.

Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.

As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream. 

This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.

A Multi-Billion Dollar Impact

The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs. 

Why the Program Exists

While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.

Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.

Big, But Not Beautiful

On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.

The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.

Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.

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