Analyst Q&A: Optimus competition

“I'd be stunned if anyone has a robot that is remotely competitive with Optimus when we go, when we start delivering it to customers, which is likely to be towards the end of next year.”

— Elon Musk, 22 October 2026 · Watch: Tesla Q3 2026 earnings call (2026) · 1:02:18 ↗