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Tesla workers balk at training Optimus humanoid robots as replacements

  • Tesla currently produces several hundred Optimus robots a week at Fremont, roughly 10 times its Q2 output, though most units remain confined to internal testing and supervised areas.
  • To facilitate this scaling, Tesla repurposed its Model S and Model X production lines earlier this year, converting the Fremont facility to focus entirely on Optimus manufacturing.
  • According to The Information, three people familiar with the system said Optimus AI cannot yet reliably handle a wide range of tasks, behaving unpredictably in situations lacking specific training.
  • Managers aim for more than 1,000 robots a week by year-end, with an eventual target of about 20,000 weekly; Tesla plans to lease units to select companies rather than selling them.
  • Chinese competitor XPeng started running an automated IRON humanoid production line in Guangzhou this month, targeting commercial sales in 2027 as global rivals accelerate humanoid development.
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Tesla has increased Optimus production tenfold, to hundreds per week; hands are slowing down the pace. The semi-truck was introduced with 1.2 MW charging and a 500-mile range.

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evshift.com broke the news on Friday, September 25, 2026.
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