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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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Elon Musk

Starlink restrictions are hitting Russian battlefield comms: report

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

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A truckload of Starlink dishes has arrived in Ukraine. (Credit: Mykhailo Fedorov/Twitter)

SpaceX’s decision to disable unauthorized Starlink terminals in Ukraine is now being felt on the battlefield, with Ukrainian commanders reporting that Russian troops have struggled to maintain assault operations without access to the satellite network. 

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

Lt. Denis Yaroslavsky, who commands a special reconnaissance unit, stated that Russian assault activity noticeably declined for several days after the shutdown. “For three to four days after the shutdown, they really reduced the assault operations,” Yaroslavsky said.

Russian units had allegedly obtained Starlink terminals through black market channels and mounted them on drones and weapons systems, despite service terms prohibiting offensive military use. Once those terminals were blocked, commanders on the Ukrainian side reported improved battlefield ratios, as noted in a New York Post report.

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A Ukrainian unit commander stated that casualty imbalances widened after the cutoff. “On any given day, depending on your scale of analysis, my sector was already achieving 20:1 (casuality rate) before the shutdown, and we are an elite unit. Regular units have no problem going 5:1 or 8:1. With Starlink down, 13:1 (casualty rate) for a regular unit is easy,” the unit commander said.

The restrictions come as Russia faces heavy challenges across multiple fronts. A late January report from the Center for Strategic and International Studies estimated that more than 1.2 million Russian troops have been killed, wounded, or gone missing since February 2022.

The Washington-based Institute for the Study of War also noted that activity from Russia’s Rubikon drone unit declined after Feb. 1, suggesting communications constraints from Starlink’s restrictions may be limiting operations. “I’m sure the Russians have (alternative options), but it takes time to maximize their implementation and this (would take) at least four to six months,” Yaroslavsky noted. 

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Tesla Korea hiring AI Chip Engineers amid push for high-volume AI chips

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

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Credit: xAI/X

In a recent post on X, Tesla Korea announced that it is hiring AI Chip Design Engineers as part of a project aimed at developing what the company describes as the world’s highest-volume AI chips. CEO Elon Musk later amplified the initiative.

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

“This project aims to develop AI chip architecture that will achieve the highest production volume in the world in the future,” Tesla Korea wrote in its post on X.

As per Tesla Korea, those who wish to apply for the AI Chip Design Engineer post should email Ai_Chips@Tesla.com and include “the three most challenging technical problems you have solved.”

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Elon Musk echoed the hiring push in a separate post. “If you’re in Korea and want to work on chip design, fabrication or AI software, join Tesla!” he wrote.

The recruitment effort in South Korea comes as Tesla accelerates development of its in-house AI chips, which power its Full Self-Driving (FSD) system, Optimus humanoid robot, and data center training infrastructure.

Tesla has been steadily expanding its silicon development teams globally. In recent months, the company has posted roles in Austin and Palo Alto for silicon module process engineers across lithography, etching, and other chip fabrication disciplines, as noted in a Benzinga report.

Tesla Korea’s hiring efforts align with the company’s long-term goal of designing and producing AI chips at massive scale. Musk has previously stated that Tesla’s future AI chips could become the highest-volume AI processors in the world.

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The move also comes amid Tesla’s broader expansion into AI initiatives. The company recently committed about $2 billion into xAI as part of a Series E funding round, reinforcing its focus on artificial intelligence across vehicles, robotics, and compute infrastructure.

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SpaceX and xAI tapped by Pentagon for autonomous drone contest

The six-month competition was launched in January and is said to carry a $100 million award.

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Credit: SpaceX/X

SpaceX and its AI subsidiary xAI are reportedly competing in a new Pentagon prize challenge focused on autonomous drone swarming technology, as per a report from Bloomberg News

The six-month competition was launched in January and is said to carry a $100 million award.

Bloomberg reported that SpaceX and xAI are among a select group invited to participate in the Defense Department’s effort to develop advanced drone swarming capabilities. The goal is reportedly to create systems that can translate voice commands into digital instructions and manage fleets of autonomous drones.

Neither SpaceX, xAI, nor the Pentagon’s Defense Innovation Unit has commented on the report, and Reuters said it could not independently verify the details.

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The development follows SpaceX’s recent acquisition of xAI, which pushed the valuation of the combined companies to an impressive $1.25 trillion. The reported competition comes as SpaceX prepares for a potential initial public offering later this year.

The Pentagon has been moving to speed up drone deployment and expand domestic manufacturing capacity, while also seeking tools to counter unauthorized drone activity around airports and major public events. Large-scale gatherings scheduled this year, including the FIFA World Cup and America250 celebrations, have heightened focus on aerial security.

The reported challenge aligns with broader Defense Department investments in artificial intelligence. Last year, OpenAI, Google, Anthropic, and xAI secured Pentagon contracts worth up to $200 million each to advance AI capabilities across defense applications.

Elon Musk previously joined AI and robotics researchers in signing a 2015 open letter calling for a ban on offensive autonomous weapons. In recent years, however, Musk has spoken on X about the strengths of drone technologies in combat situations.

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