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
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 (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
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Tesla is holding its 2025 Q1 earnings call today at 2:30 pm PT / 5:30 pm ET / 9:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales for the quarter, FSD Unsupservised and the Robotaxi network. Tesla may also discuss its upcoming, more affordable model, Optimus, and other products.
Listen Live
The event will be live-streamed on Tesla’s site. It is also expected to be streamed on X and YouTube like it has been in the past. Tesla has changed this from an Earnings Call to a Company Update, but it’s unclear whether the phrase change holds any significance in what will be shared.
We will provide links here when the live stream becomes available later today. So check back at the time indicated below to listen to the event live.
Start Time
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (April 23rd) - Sydney, Australia
Q&A Questions
The questions asked during the Q&A portion of the call come directly from investors. These are currently the top-voted questions, so we’ll likely see answers to several of these questions:
What are the highest risk items on the critical path to robotaxi launch and scaling?
When will FSD unsupervised be available for personal use on personally-owned cars?
Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
Does Tesla see robotaxi as a winner-take-most market, and as you approach the Austin launch, how do you expect to compare against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility?
Can you please provide an update on the unboxed method and how that is progressing?
How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs?
Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?
Robotaxi still on track for this year?’
Look Back at 2025 Q1 Numbers
Most of Tesla’s Q1 deliveries, 323,800 units, were unsurprisingly for the Model 3 and Model Y, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries.
Comparing these numbers to Q1 2024, the Model 3/Y is down about 13%, while the Model S/X and Cybertruck are down about 24%.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but stated that the ramp is “going well.” However, deliveries and production were both down year over year.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Although Tesla doesn’t officially break down its numbers by region, Troy Teslike, who closely monitors Tesla's delivery and production numbers has provided estimates that show Tesla’s deliveries across regions. Tesla delivered the most vehicles in China this past quarter, so it’ll be interesting to see if this trend continues.
Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
The castings laid out.
@JoeTegtmeyer
The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.
These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.