Tesla has posted an update to its Optimus program on X, and it is extremely impressive. Over the course of a short video, Tesla showcased the Gen 2 Optimus prototype, which features an updated design, almost humanlike hand movements, and a lighter weight compared to its previous iterations.
In its short demonstration, the Gen 2 Optimus robot could be seen moving its neck and arms like a human being. Tesla noted that the robot features custom-designed actuators and sensors, as well as a 2-DoF actuated neck. The robot features a 30% walking speed boost from its previous iteration, and it is also 10 kg lighter.
There’s a new bot in town ?
Check this out (until the very end)!https://t.co/duFdhwNe3K pic.twitter.com/8pbhwW0WNc— Tesla Optimus (@Tesla_Optimus) December 13, 2023
It also boasts better balance and control, and it is equipped with faster, 11-DoF hands with tactile sensing on all fingers. Tesla demonstrated the Gen 2 Optimus robot’s hand control by having the robot handle an egg in the video. Tesla ended its video with a couple of Gen 2 Optimus robots dancing to some music — quite impressively, all things considered.
Everything in this video is real, no CGI. All real time, nothing sped up. Incredible hardware improvements from the team. https://t.co/y5QNYaZy0M— Julian Ibarz (@julianibarz) December 13, 2023
So smooth were the movements of Gen 2 Optimus in its demonstration that members of the Tesla Bot team have taken to social media to clarify that the footage is real and not CGI. The Tesla Bot team members also highlighted that the robots’ movements in the video were recorded in real-time, not sped up.
Excited to share our latest bot ! Amazing new platform to build the future of humanoid robotics upon. Very proud of the teams who've all been hard at work to get this to happen 🙂
This new generation, which is in effect the 3rd since we started the program less than 2 years ago,… https://t.co/k2kGFsXUuu— Milan Kovac (@_milankovac_) December 13, 2023
The capabilities of the Gen 2 Optimus robot are very impressive, especially considering the fact that Tesla’s humanoid robot program is just over two years old now. Tesla announced its intentions to build a humanoid robot at its first AI Day event in August 2021, and at the time, all the company had was a static model and a man in a robot suit dancing onstage.
Multiple fully Tesla-made Bots now walking around & learning about the real world ?
Join the Tesla AI team → https://t.co/dBhQqg1qya pic.twitter.com/3TZ2znxkfd— Tesla Optimus (@Tesla_Optimus) May 16, 2023
To be fair, the rapid progress of Tesla’s Optimus program was already evident since AI Day 2.0., which was held in September 2022. At the time, Tesla was able to show a development prototype called “Bumblebee,” which was built with off-the-shelf parts, walking on its own without human assistance. The company also revealed a more advanced Optimus robot that’s equipped with Tesla-designed actuators and sensors.
Optimus can now sort objects autonomously ?
Its neural network is trained fully end-to-end: video in, controls out.
Come join to help develop Optimus (& improve its yoga routine ?)
→ https://t.co/dBhQqg1qya pic.twitter.com/1Lrh0dru2r— Tesla Optimus (@Tesla_Optimus) September 23, 2023
The more advanced Optimus prototype, named “Gen 1 Optimus” in Tesla’s recent video announcement, featured smoother movements than “Bumblebee,” but it could not stand on its own feet yet. By May 2023, however, Tesla posted a video on X showing the Gen 1 Optimus walking on its own, and on September 2023, the robot was sorting objects by color. It could even do some yoga moves that required quite a bit of balance.
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Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.095 reported vs. $28.34B expected
- Non-GAAP EPS: $0.50 reported vs. $0.45 expected
- Operating Margin: 5.8% reported vs. 2.5% expected
- Operating Income: $1.624B reported vs. $721M expected
- Free Cash Flow: $3.99B reported vs. ~-$4.51B expected
🚨 Tesla $TSLA Earnings Results:
Total Revenues: $ $28.095 reported vs. $28.34B expected
Non-GAAP EPS: $0.50 reported vs. $0.45 expected
Operating Margin: 5.8% reported vs. 2.5% expected
Operating Income: $1.624B reported vs. $721M expected
Free Cash Flow: $3.99B reported vs. ~-$4.51B expected— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
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Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
