Tesla's Optimus Robot to be Sold in 2026

In a recent earnings call, Tesla CEO Elon Musk revealed plans to begin selling the company's Optimus humanoid robot by 2026. Musk projected that the long-term demand for general-purpose humanoid robots could exceed 20 billion units, a figure derived from the global population of 8 billion and various industrial applications. He initially suggested that production could start as early as 2023, highlighting the growing interest in robotics fueled by advancements in generative AI. Despite Tesla's ambitions, experts note that significant challenges remain before achieving true general-purpose robots. The primary hurdles lie in software and artificial intelligence development, alongside the creation of mechatronic systems capable of executing complex tasks at scale. While Tesla is making strides, it is not the only player in the humanoid robot market, nor is it the most advanced. Other companies, such as 1X and Agility, have made notable progress in the field. 1X recently secured $100 million in funding and has attracted talent from major automotive firms, while Agility's bipedal robot, Digit, has moved beyond pilot testing with various partners, including Amazon. Additionally, Figure's 01 robot is set to be piloted at a BMW factory, showcasing the competitive landscape in humanoid robotics. As the industry evolves, the race to develop functional humanoid robots continues, with Tesla's entry adding to the momentum and interest in this emerging technology.