CLAIM #57964 · Tesla Inc (TSLA) · 2026Q1 earnings call · Apr 22, 2026 · due Aug 31, 2026
“Start of production is -- we're assuming is somewhere around the late July, August time frame.”
Elon Musk · CEO
How to check this claim
Look at: Start of production date for Optimus 3
It came true if: Company confirms start of production occurred between July 1, 2026 and August 31, 2026
Where: Management commentary on earnings call / company press release announcing Optimus production start
In context
“ng confidence in us on this journey. Thanks. Travis Axelrod: Thank you very much, Vaibhav. Now we're going to go to investor questions, starting with questions from say.com. The first question is, when will we have the Optimus 3 reveal, which we already touched on. But the rest of the question is, when will Optimus production start since we ended the Model X and S production earlier this -- the midyear? And then what's the expected Optimus production rate exiting this year? And what are the initial targeted skills? Elon Musk: Well, as I was saying, what we found is that when we've unveiled various Optimus versions, we found out our competitors literally do a frame-by-frame analysis and copy everything we're doing. So I think we want to push the Optimus 3 unveil maybe closer to production. Start of production is -- we're assuming is somewhere around the late July, August time frame. And I mean just to inject some reality into these questions since these questions are not -- if I were to describe those questions, it does not fully understand what happens with the production line. The last S and X production will be in early May. But you have to look at the entire upstream portion of the production line. So you start with sales, battery packs, motor production, all the parts production. And so we've been dismantling the S, X production line from the more base-level parts -- more basic level parts to -- as you get to more larger subassemblies, you start dismantling the line from the small parts first, not from the final assembly first. So the final assembly line will -- that will be dismantled next month and after the last of the S X vehicle is done. You can't dismantle”
Verify independently
SEC filings for TSLA ↗ · Claim quote is verbatim from the 2026Q1 earnings call.