Musk released the latest video of Optimus, stating that production may start this summer and aiming for a capacity of one million units by 2027.

```

Tesla is moving the Optimus humanoid robot from the demonstration phase to full factory mass production.

On March 25, Tesla released the latest video of Optimus through official channels, showcasing for the first time the robot's reduction gearbox, dexterous hands, and other core hardware designs and R&D environment, presenting the specific progress of engineering developments.

Musk stated that Optimus 3 is expected to begin production this summer, with plans for large-scale mass production in 2027 and an initial annual capacity target of 1 million units.

Meanwhile, on March 25, Tesla released a special recruitment announcement, opening more than 100 Optimus-related positions at its U.S. facilities, covering three major fields: artificial intelligence, engineering, and manufacturing. The scale of recruitment sets a historic record. This series of actions indicates that Optimus has jumped from a fringe project to a core strategic pillar of the company and is directly influencing Tesla’s valuation trajectory.

Musk depicted a more macro picture—Optimus may eventually surpass Tesla's automotive business, generating up to $10 trillion in revenue. This goal has attracted widespread market attention, while current investors are more focused on whether the mass production process can be delivered on time.

Large-scale Recruitment Accelerates Mass Production Deployment

This round of Optimus special recruitment by Tesla includes over 80 to 100 positions, with AI algorithm and production engineering roles accounting for more than 50%, covering core positions such as robotics software engineer, mechanical integration engineer, manufacturing engineer, and AI engineer specializing in world modeling and video generation.

It is noteworthy that some positions require candidates to build scalable data pipelines for the Optimus production line and develop automated tools for mass production—the recruitment language has shifted from prototype stage to factory mass production logic. The official announcement also explicitly emphasizes the need for "mass production capability," highly echoing Musk's strategic directive to "achieve high output as soon as possible."

Production Schedule and Factory Transformation

The infrastructure adjustments Tesla has made for Optimus mass production were confirmed at the Q4 2025 earnings conference call on January 28 this year. Musk announced that the company will stop production of Model S and Model X, and will transform relevant production lines at the Fremont factory in California for Optimus manufacturing—this is a clear signal that Tesla is giving its two oldest automotive production lines to the humanoid robot project.

Meanwhile, by the end of 2025, Tesla has broken ground on dedicated Optimus manufacturing facilities at the Texas Gigafactory, with a long-term annual capacity plan of 10 million units.

However, technical bottlenecks have not been fully eliminated. Although Tesla claims breakthroughs in core technologies, issues with hand reliability and thermal management still need to be validated in actual mass production. According to the typical S-shaped growth curve in manufacturing, Optimus 3 is expected to enter small-scale production this summer, with limited initial capacity, and large-scale expansion will begin in 2027.

Controversy Over the Optimus Vision Continues to Intensify

Musk's business logic is built on labor economics: if Optimus can complete repetitive physical work at scale and low cost, the potential market space will be considerable. Early target industries focus on manufacturing assembly, material handling, quality inspection, and warehouse logistics; long-term plans extend to home, medical, and broader logistics scenarios. Musk’s ultimate goal is to achieve the level of ubiquity as smartphones.

At the valuation level, debates over how much of the Optimus vision has already been priced in by the market continue to intensify. As of March 25, Tesla's stock price was around $278, while GF Value's valuation for TSLA was $253.41, labeling it as "significantly overvalued". This means that the mass production progress and commercialization capability of Optimus have become key variables in determining Tesla's valuation trajectory.

Risk Warning and DisclaimerThe market has risks, and investment must be carried out cautiously. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article suit their particular circumstances. Invest accordingly, and responsibility is your own. ```