Tesla Optimus units line up in Fremont's pilot production line (2025)

A first glance at the Tesla Optimus pilot production line was shared by the company during its Q1 2025 Update letter. Tesla noted that its Optimus production timeline remains intact with the company aiming to produce its first humanoid robots capable of useful work soon.

Tesla’s Optimus pilot production line is in the Fremont factory, a fitting place for the company to start any project. Tesla hopes for a wider deployment of the Optimus bots across its factories by the end of the year.

“And we’ve got Optimus. We’re making good progress in Optimus. We expect to have thousands of Optimus robots working in Tesla factories by the end of this year. And we expect to scale Optimus up faster than any product, I think, in history to get to millions of units per year as soon as possible. I feel confident in getting to a million units per year in less than five years, maybe four years,” shared Elon Musk during TSLA’s first quarter earnings call.

Musk later noted that Tesla’s Optimus production is still “very much a development program.” He clarified that Tesla will not jump right into large-volume production. Instead, Tesla will focus on producing a few thousand Optimus bots with most of the production taking place at the tail end of the year.

“So, almost everything in Optimus is new. There’s not an existing supply chain for the motors, gearboxes, electronics, actuators, really almost anything in the Optimus apart from the the AI for Tesla, the Tesla AI computer, which is the same as one in the car. So when you have a new complex manufactured product, it’ll move as fast as the slowest and least lucky component in the entire thing,” elaborated Musk.

Tesla is working with China to get a license to use rare earth magnets for Optimus. Earlier this month, China’s Ministry of Commerce imposed restrictions on the export of rare earth elements and magnets, responding to U.S. President Trump’s tariffs on Chinese products.

“So we’re working through that with China. Hopefully, we’ll get a license to use the rare earth magnets. China wants some assurances that these are not used for military purposes, which, obviously, they’re not. They’re just going into a humanoid robot. So that’s not a weapon system,” Musk explained.

Musk shared that actuators in Optimus arms use permanent magnets. He stated that Tesla did not need to use permanent magnets.

“Now Tesla as a whole does not need to use permanent magnets, but when something is volume constrained, like an arm of the robot, then you wanna try to make the motors as small as possible. And then so we did the design in permanent magnets for those motors, and those were affected by the supply chain,” the Tesla CEO commented.

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Tesla is bolstering its in-car safety system with the addition of a new feature that aims to protect children left in the vehicle, an extension of a feature it introduced with the addition of 4D radar systems.

Children are, unfortunately, victims of accidents even when a vehicle is not in motion. A report from 2024 noted that 37 children under the age of 15 die each year because they are left in cars, usually dying from heatstroke.

Tesla has made a few attempts to eliminate the possibility of this happening. Back in September, coding from Software Update 2024.32 noted that the company would be using an alert system to warn people of children left behind:

Tesla set to roll out new child safety and navigation features, coding shows

This was enabled by the use of a wave sensor within the cabin, a piece of techTeslarati found in a filing back in 2021 with the FCC.

The entire idea behind this addition to the vehicles was to alert owners if there were passengers left in the car.

Now, Tesla is adding another level of this to its mobile app, according to a decompile of the Version 4.44.0 update, which is rolling out to customers now.

Tesla App Updates on X revealed a “Child Left Alone Detection” feature in the new app version, which has a few strings from a software perspective:

• Cannot turn off climate when Child Left Alone Detection is active

• Climate failed to start. Climate is unavailable when Child Left Alone Detection is active.

• Climate controls are disabled when Child Left Alone Detection is active

• Unable to start software update while a child is detected in your vehicle

It appears that, if the vehicle detects a child or another occupant in the car, climate controls will be disabled through the app in an attempt to maintain a proper cabin temperature. Turning the temperature up or even turning climate control off from the app will not be possible.

This is a major update to this feature as it only bolsters the safety of the occupants in the event that they are left behind. Of course, many of us might ask, “How do you leave a child in the car?”

However, it happens, as past events have shown, and this is a great way to eliminate it from happening in Tesla vehicles.

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Tesla Full Self-Driving (FSD) has been making waves in China, with owners pushing the system to its limits on what appears to be a regular basis. Videos of Tesla drivers in China show FSD navigating the trickiest of roads, from busy city streets to narrow, unpaved paths in rural areas.

And as per an influencer and NIO superfan, FSD is ruining other driver-assist systems from other automakers in China.

FSD Ruins It For Influencer

China-based influencer and NIO superfan Andy Lee recently shared his thoughts about FSD on social media. As per Lee, Chinese intelligent driving systems are overhyped by marketing. But once he personally experienced FSD’s capabilities, he became disillusioned with the offerings of domestic carmakers.

“Since I drove FSD, I have been disenchanted with all the ‘driving assistance’ of domestic brands. I once thought that the ‘driving assistance’ of domestic brands could beat FSD in seconds, but it seems that I was wrong. Not only did they fail to outperform FSD, they were actually crushed in reverse,” Lee wrote in his post.

FSD could very well become Tesla’s moat since even cars that are equipped with the same hardware would not be able to perform similarly unless they have access to the company’s training data and software. Tesla’s fleet is ever-growing as well, which means that FSD will only get better over the years.

Unsupervised on the Horizon

Tesla is already using FSD Unsupervised for its vehicles that are produced in the Fremont Factory and Gigafactory Texas. As per Elon Musk during the Q1 2025 earnings call, he expects Tesla to be able to roll out FSD Unsupervised to consumers before the end of this year. He also highlighted that Tesla is being extremely careful with FSD Unsupervised’s rollout.

“Before the end of this year. Not necessarily — I say within the U.S., like we do want to test — at Tesla, we’re absolutely hardcore about safety. We go to great lengths to make the safest car in the world and have the lowest accidents per mile in.

“So we want to be very careful. We want autonomy to be definitively safer than manual driving. So it’s not enough that it just be as safe. It needs to be meaningfully safer than if the car’s manually driven,” Musk stated.

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During its Q1 2025 earnings call, Tesla executives hinted at the much-rumored “Model 2” and other next-gen EV designs.

Tesla slightly addressed whether or not it will be pushing forward with the debut of new models later this year in its latest earnings call. The company’s product development executive, Lars Moravy, shared some details about Tesla’s design process and the upcoming affordable models.

“We’re still planning to release models this year. As with all launches, we’re working through, like, the last minute issues that pop up. We’re knocking them down one by one. At this point, I would say that the ramp might be a little slower than we had hoped initially…But there’s nothing that’s blocking us from starting production within the next, within the timeline laid out in the opening remarks.

“And I will say it’s important to emphasize that, as we’ve said all along, the full utilization of our factories is the primary goal for these new products. And so the flexibility of what we can do within the form factor and, you know, the design of it is really limited to what we can do on our existing lines rather than building new ones. But we’ve been targeting the low cost of ownership. Monthly payment is the biggest differentiator for our vehicles, and that’s why we’re focused on bringing these new models with the, you know, the lowest price, to the market, within the constraints I just highlighted.”

The Model 3 is a hell of a deal, ngl. With the federal tax credit, it'd be silly to get a comparably priced combustion-powered car.

Now for the big question. Is the Model 3 currently the best-looking Tesla? https://t.co/5E37J9OKhU— TESLARATI (@Teslarati) April 24, 2025

In January, Tesla’s Chief Financial Officer Vaibhav Taneja teased several new product introductions for this year. There is at least one product that most Tesla supporters and investors are hoping to see: the company’s affordable vehicles, which have been dubbed by the EV community as the “Model 2” or “Model Q.”

Before Tesla’s Robotaxi event last year, many speculated that the company would also unveil its affordable next-gen vehicle. Gene Munster from Deepwater had expected Tesla to release a stripped-down version of the Model 3 as its affordable vehicle during the Robotaxi event. In the end, Tesla unveiled its Robotaxi vehicle and its Robovan design.

It’s been a while since the Robotaxi event, and Tesla has kept mum about its affordable vehicle. Considering its Q1 2025 performance, TSLA investors look forward to catalysts that could boost the stock.

The “Model 2” has been labeled a potential catalyst for Tesla. As such, TSLA investors and supporters have been itching for news about the new affordable vehicle. The main questions surrounding the “Model 2” revolve around its design and price. Based on Moravy’s statement, the “Model 2’s” design will heavily depend on Tesla’s current assembly lines and supply chain structures.

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