Tesla Optimus
The one with the greatest potential and the least public verification
As-reported basis
January 2026 Q4'25 earnings call: Musk admitted Optimus "is not yet used in a substantive way in Tesla factories," with existing units mainly for data collection; the Q1'26 call said the Fremont line starts late July–August, slowly at first, with an annual output rate "impossible to predict" (10,000 unique parts on the new line). Circulating figures such as "50,000 cumulative units" have no company-audited basis. We place Tesla last among the top four only in terms of "public operating evidence," not technical reserves.

Training route: motion-capture distillation + Dojo
Optimus's "brain" directly inherits FSD: an end-to-end vision network processes camera streams and understands motion and spatial context; human workers wear motion capture to provide demo data, distilled into neural policies (imitation learning). The cloud is supported by the Dojo supercomputer (D1 chip, 7 nm, BF16 362 TFLOPS, 400 W TDP, planned 100 EFlops), and the device inherits automotive-grade AI chips — this is the automotive version of the "cloud large model issues commands, on-device small model executes" dual-brain architecture.
| item | Metric basis |
|---|---|
| Factory use | Musk: not yet in substantive use (Jan 2026) |
| Production line | Fremont under construction; line starts summer 2026, slow ramp-up |
| Training | Human motion-capture demos → distillation; Dojo supercomputer |
| Architecture | FSD heritage: on-device brain + cloud inference |
