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Tesla updates Optimus Bot production figures and why they might be lower than expected

Credit: Tesla

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Tesla updated Optimus Bot production figures as the company continues to develop its first humanoid robot, offering an explanation why the number might not be as high as some expected.

A retail investor inquiry during Tesla’s Q2 2023 Earnings Call last evening requested information on production figures of the Optimus Bot, as well as an update on the progress of the capabilities of the robot after it was unveiled during AI Day in late 2021.

After issuing an update in May that showed a video of one Optimus walking and moving on its own and another needing human assistance, the project was definitely progressing. The nature of the robot’s hand movements, along with its ability to start navigating on its own, showed things were trending in the right direction.

Tesla shares new video of Optimus in action, shows improvements since AI Day 2022

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However, no updates have been listed since the May video, and more concern regarding the number of units that are currently built surfaced last night during the call.

While Musk joked that 10 million Optimus Bots were active, he and other executives dismissed this with a chuckle before revealing the real answer:

“I think we’re around 5 or 6 bots…But it’s sort of — yes, there’s more every month. There’s a lot of interesting things about the Optimus bot.”

The small number of Optimus Bots that have been built is mostly due to the fact that Tesla ran into an issue with actuator supply, realizing that there is not a single company that can produce the correct device for the robot.

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An actuator creates motion by converting energy and signals that go into a system.

Tesla came to the realization that there were no off-the-shelf actuators that “worked well” for Optimus.

Musk said:

“So, we’ve actually had to design our own actuators that integrate the motor or the power electronics, the controller, the sensors. And really, every one of them is custom designed. And then, of course, we’ll be using the same inference hardware as the car. But we are, in designing these actuators, designing them for volume production. So, they’re not just lighter, tighter, and more capable than any other actuators wherever that exists in the world, but it’s also actually manufacturable. So, we should be able to make them in volume.”

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The first “sort of production candidate actuators integrated and walking should be around November-ish,” Musk added.

A production ramp of Optimus should occur shortly afterward, he said.

Optimus was unveiled nearly two years ago, and Tesla plans for it to complete monotonous and non-demanding tasks that humans find boring.

Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Quotes via Seeking Alpha

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles

The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.

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Credit: Tesla

Tesla’s Full Self-Driving (Supervised) system has now surpassed 8.4 billion cumulative miles.

The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.

Tesla has long emphasized that large-scale real-world data is central to improving its neural network-based approach to autonomy. Each mile driven with FSD (Supervised) engaged contributes additional edge cases and scenario training for the system.

Credit: Tesla

The milestone also brings Tesla closer to a benchmark previously outlined by CEO Elon Musk. Musk has stated that roughly 10 billion miles of training data may be needed to achieve safe unsupervised self-driving at scale, citing the “long tail” of rare but complex driving situations that must be learned through experience.

The growth curve of FSD Supervised’s cumulative miles over the past five years has been notable. 

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As noted in data shared by Tesla watcher Sawyer Merritt, annual FSD (Supervised) miles have increased from roughly 6 million in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and 4.25 billion in 2025. In just the first 50 days of 2026, Tesla owners logged another 1 billion miles.

At the current pace, the fleet is trending towards hitting about 10 billion FSD Supervised miles this year. The increase has been driven by Tesla’s growing vehicle fleet, periodic free trials, and expanding Robotaxi operations, among others.

With the fleet now past 8.4 billion cumulative miles, Tesla’s supervised system is approaching that threshold, even as regulatory approval for fully unsupervised deployment remains subject to further validation and oversight.

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Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”

Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”

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UK Government, CC BY 2.0 , via Wikimedia Commons

Elon Musk fired back at Wikipedia co-founder Jimmy Wales after the longtime online encyclopedia leader dismissed xAI’s new AI-powered alternative, Grokipedia, as a “ridiculous” idea that is bound to fail.

Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”

Wales made the comments while answering questions about Wikipedia’s neutrality. According to Wales, Wikipedia prides itself on neutrality. 

“One of our core values at Wikipedia is neutrality. A neutral point of view is non-negotiable. It’s in the community, unquestioned… The idea that we’ve become somehow ‘Wokepidea’ is just not true,” Wales said.

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When asked about potential competition from Grokipedia, Wales downplayed the situation. “There is no competition. I don’t know if anyone uses Grokipedia. I think it is a ridiculous idea that will never work,” Wales wrote.

After Grokipedia went live, Larry Sanger, also a co-founder of Wikipedia, wrote on X that his initial impression of the AI-powered Wikipedia alternative was “very OK.”

“My initial impression, looking at my own article and poking around here and there, is that Grokipedia is very OK. The jury’s still out as to whether it’s actually better than Wikipedia. But at this point I would have to say ‘maybe!’” Sanger stated.

Musk responded to Sanger’s assessment by saying it was “accurate.” In a separate post, he added that even in its V0.1 form, Grokipedia was already better than Wikipedia.

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During a past appearance on the Tucker Carlson Show, Sanger argued that Wikipedia has drifted from its original vision, citing concerns about how its “Reliable sources/Perennial sources” framework categorizes publications by perceived credibility. As per Sanger, Wikipedia’s “Reliable sources/Perennial sources” list leans heavily left, with conservative publications getting effectively blacklisted in favor of their more liberal counterparts.

As of writing, Grokipedia has reportedly surpassed 80% of English Wikipedia’s article count.

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Tesla Sweden appeals after grid company refuses to restore existing Supercharger due to union strike

The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons.

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Credit: Tesla Charging

Tesla Sweden is seeking regulatory intervention after a Swedish power grid company refused to reconnect an already operational Supercharger station in Åre due to ongoing union sympathy actions.

The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons. A temporary construction power cabinet supplying the station had fallen over, described by Tesla as occurring “under unclear circumstances.” The power was then cut at the request of Tesla’s installation contractor to allow safe repair work.

While the safety issue was resolved, the station has not been brought back online. Stefan Sedin, CEO of Jämtkraft elnät, told Dagens Arbete (DA) that power will not be restored to the existing Supercharger station as long as the electric vehicle maker’s union issues are ongoing. 

“One of our installers noticed that the construction power had been backed up and was on the ground. We asked Tesla to fix the system, and their installation company in turn asked us to cut the power so that they could do the work safely. 

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“When everything was restored, the question arose: ‘Wait a minute, can we reconnect the station to the electricity grid? Or what does the notice actually say?’ We consulted with our employer organization, who were clear that as long as sympathy measures are in place, we cannot reconnect this facility,” Sedin said. 

The union’s sympathy actions, which began in March 2024, apply to work involving “planning, preparation, new connections, grid expansion, service, maintenance and repairs” of Tesla’s charging infrastructure in Sweden.

Tesla Sweden has argued that reconnecting an existing facility is not equivalent to establishing a new grid connection. In a filing to the Swedish Energy Market Inspectorate, the company stated that reconnecting the installation “is therefore not covered by the sympathy measures and cannot therefore constitute a reason for not reconnecting the facility to the electricity grid.”

Sedin, for his part, noted that Tesla’s issue with the Supercharger is quite unique. And while Jämtkraft elnät itself has no issue with Tesla, its actions are based on the unions’ sympathy measures against the electric vehicle maker. 

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“This is absolutely the first time that I have been involved in matters relating to union conflicts or sympathy measures. That is why we have relied entirely on the assessment of our employer organization. This is not something that we have made any decisions about ourselves at all. 

“It is not that Jämtkraft elnät has a conflict with Tesla, but our actions are based on these sympathy measures. Should it turn out that we have made an incorrect assessment, we will correct ourselves. It is no more difficult than that for us,” the executive said. 

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