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Tesla (TSLA) Q4 2025 Earnings Call Transcript
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The Motley Fool
We wouldn't expect to have any kind of significant Optimus production volume until probably the end of this year.
This is definitely going to be a controversial thing, but I think Tesla, Inc. needs to build a TerraFab.
Elon Musk: Well, at Tesla, Inc., the Tesla, Inc. AI is very compute efficient and very memory efficient.
We think Optimus will be much more capable than any robot that we are aware of under development in China.
I think Tesla, Inc. is the only company that actually has all three of those components.