Tesla

Speaking at MIT, Yann LeCun argued the "big secret" of the humanoid industry is that companies lack the fundamental AI breakthroughs—specifically "world models"—needed to make robots "generally useful" in domestic settings.

Following its Q3 2025 earnings, Tesla has detailed its ambitious manufacturing plan for Optimus, targeting a production line capable of 1 million units annually. CEO Elon Musk also confirmed a 'production-intent' V3 prototype for Q1 2026 and stressed that a non-existent supply chain requires deep vertical integration.

Tesla's Q3 2025 update confirms 'first generation production lines' for its humanoid robot are being installed, while CEO Elon Musk teased a 'quite remarkable' Optimus V3 unveiling for Q1 2026.

Unconfirmed reports of a massive $685 million actuator order for Tesla's Optimus robot have caused supplier Sanhua Intelligent Controls' stock to surge, hinting that mass production may be on the horizon. However, both companies have yet to officially confirm the deal.

A custom-painted Tesla Optimus robot appeared at the world premiere of Disney's 'Tron: Ares,' performing 'kung fu' moves alongside actor Jared Leto. The appearance serves as a high-profile demonstration of the humanoid's recent progress, contextualizing its previously showcased martial arts skills.