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Tesla reveals Optimus Academy, where robots teach themselves
Tesla is already building Optimus robots on the high-volume line it set up in its Fremont factory, in the space that housed the Model S and Model X until this spring. In its third-quarter shareholder letter, the company said these are the first production-quality robots it has manufactured and that its current process is suitable for a commercial product. On the earnings call, Musk said most of the equipment for a capacity of one million units a year is already installed, with output set to climb toward roughly 20,000 robots a week.…
- The Fremont line occupies the former Model S and Model X space, cleared in 46 days.
- Capacity designed for one million units a year; target output about 20,000 weekly.
- Optimus Academy: 10,000 to 20,000 robots practicing tasks to feed the next version.
🔎 Why it matters: According to the Q3 shareholder letter and the earnings call, Optimus is moving from prototype to production at Fremont. The Optimus Academy is the source of training data, because Tesla does not have a vehicle fleet comparable to the one it uses for its cars.
📈 Upside: Every robot that leaves the Fremont line becomes a source of training data for the Optimus Academy.
📉 Risk: The hands remain the toughest part of the design, and deliveries to outside customers depend on finishing the AI, reliability and service life work by the end of next year.
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